107 results found
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Record photo covers file type
When an photo is uploaded into C-Suites, it covers up what type of file it is (individual, household, organization.) This has limited our use of that part of the product.
It would be helpful if there was a way to continue to display what type of file it is if uploading a photo.
5 votes -
Profile Duplicates- Lower Percentage Match
We have so many duplicates in our system that do not pop up in the "duplicates" tab because they are not a 100% match.
For example, John Doe and Mr. John Doe would not populate as a duplicate because of the title.
Can there be a function that detects possible duplicates that may match 90%?
9 votes -
Barb@jewishtoledo.org
Is there any way you can program the system to generate the actual age of a donor? Our organization runs reports, lists, mailing labels, etc. by age groups from Raiser's Edge/Blackbaud. Having this system give us the current age would be extremely helpful. Otherwise, we have to export the report into an excel file and add a formula to show the persons current age which is time consuming.
2 votes -
Display age based on birthday
Calculate and display the age based on the profile date of birth.
8 votes -
Add Subscribed & Unsubscribed checkboxes within email fields
We would like to eliminate the need for a custom row for tracking purposes. We would like to see both a Subscribed & Unsubscribed checkbox within the email rows. Sometimes our contacts move orgs or change emails and we'd like to track which email(s) are unsubscribed to ensure we are using the correct information. We would also like this option added in the reporting sections.
9 votes -
Add Profile Type Field to the Profile Creation Interface
Is there a way to have the Profile Type in the Profile Creation Interface? It feels hidden in the Relationships tab and our staff entering or updating profiles accidentally miss it. It's also an additional click to see what Profile Type someone is and it would be nice to see right away that that they are a Professional Advisor or Founding Donor, for example.
2 votes -
engagement strategies
Utilizing Engagement Strategies for tracking and managing pools of constituents is a great tool, but it would be more useful if we were able to set criteria for each "Strategy" created. This would allow for a more structured system and provide some context to the intent/purpose of each strategy.
2 votes -
organize engagement strategies
If we had the ability to organize profile types and engagement strategies it would be very helpful. We would like to be able to at least change their order in the list.
1 vote -
Profile Engagement Tab - Campaign
It would be helpfuld to list all invited campaigns under the engagement tab of the profile. Currently it only lists active campaigns. We would like a way to see more historical enagament of individuals on their profile.
4 votes -
Add option to bulk delete emails and phone #'s from specific type of profile
Add functionality to be able to bulk delete emails and/or phone #'s from a specific type of profile. Two options that will help are:
1. add 'type of profile' to profile Download files
2. add 'email id' as a column option in custom reports6 votes -
Ability to segregate/review profiles created through Campaigns
Add the ability to segregate profiles created through the online ticketing or donation process. Maybe using similar functionality as the "To Review" bucket in donations, or some way of filtering them in custom reporting.
1 vote -
Profiles Browse screen - indicate inactive
Profiles Browse screen - indicate inactive individuals, households, organizations. We use this screen to check for naming protocols, incomplete names, misspelled names, etc. It would be extremely helpful to show which profiles are inactive (red font), and also be able to sort right on this screen.
2 votes -
kbusser@cfrichmond.org
National Change of Address. Database from the US Postal Service that contains all of the address changes that have been submitted. An automated link to this would enable the updating of addresses on profiles.
4 votes -
Dedupe by address and also by "similar" name.
Please add the ability to dedupe by address and also by "similar" name. Right now, the dedupe feature will not allow us to dedupe by address. That needs to be added. Also, the majority of dupes in organizations systems are not there because the are exact matches, they are there because of small differences. Such as Robert vs Bob Smith or 106 10th Avenue vs 106 Tenth Ave. I have worked with many other CRM's that could detect "similar profiles" (i.e. the name is slightly different but the address is the same, etc.) and offer them up for suggestions for…
15 votes -
Allow Profile Type screen to be accessible to staff but not editable
The Profile Types screen at the link below is a great place to reference coding in the system and to be able to quickly see what profiles are assigned those codes. Having access to this area also gives the ability to make changes. Can it be set so certain staff can view but not edit?
fcsuite.com/erp/profile/profiletype
4 votes -
Saving Yearly Tax Receipts to Profiles
Would it be possible to update the individual and batch processes for Yearly Tax Receipts to save the generated documents to the Donor’s profile?
5 votes -
charity check
Currently an atttached Charity Check keeps us from deleting a vendor and profile that have no other activity. Please update the logic to allow profile to be deleted.
10 votes -
org profiles
Change wording from "Link Profile" to "Link Profile/Add Org Role" or something similar it's too confusing as currently worded. Or, combine all those various functions together in one location. I keep going to "Edit Org Roles" when I want to create a new Org Role to a different organization.
2 votes -
Import Org Roles
I'd love to be able to import org role relationships for existing records the same we can import relationships. While I know we can bulk add org roles, this doesn't solve the fact that the start and end dates may be different. For example, I am relinking some former board members to our organization profile - they all have different dates of service I want to capture by using the start and end dates. While I can bulk add the Board member org role to these profiles and connect them in bulk to our organizational profile, I still have to…
3 votes -
GLM "See All" function when searching Organizations and Users
I would like a "See All" function when you are in the Organization and User Search pages so we can review everyone who has created an account regardless of if they have started a process.
1 vote
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