108 results found
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Nonreported Individual and Household Duplicates
Duplicates are not being caught if the profile has a prefix or suffix vs. the same profile without the prefix or suffix listed. For Example, Dr. Audrey Hauser vs. Audrey Hauser are the same people but are not being reported as a duplicate. Could we have C-Suite ignore prefix and suffix to catch duplicates?
Duplicate households are not being caught if household names are inverse. For example, Hauser, Audrey & Olson, Cameron vs. Olson, Cameron and Hauser, Audrey are the same households but not being reported as duplicates by C-Suite. Could we have C-Suite catch duplicate household names regardless of…
3 votes -
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.
6 votes -
pledges
It would be helpful if we could add a pledge directly from the profile page. When working in the Pledges section, we often see multiple profiles with similar names, and it doesn’t display the associated contact. Adding pledges from the profile would reduce confusion and make the process more efficient.
Or add contact name in pledges.
1 vote -
Profile>Engagement Tab - keep refresh page on Profile after campaign is deleted
Profile > Engagement Tab - Invited Active Campaign list
Right now when you delete a campaign from the "Invited Active Campaigns" list (under the Engagement Tab of the guest's profile) it refreshes to the related campaign page. It would make more sense to stay on the initial Profile, we were in that Profile for a purpose or we would have deleted them from the Campaign side.
4 votes -
birthday - option to not include year
Can we please have the option to select birthdays without a year or even a specific date?
Sometimes we may know the Month and Year
Other times, we may only know the Month and Day, but not a year.It is nice to capture this information for donor development
117 votes -
maria casey
I would like to propose a change of the drop-down "ACTION" choices. Instead of the current default "replace with validated address" have the "Do nothing" as the default. This is helpful and will save time because profiles may have old addresses that we dont need to touch. Choosing the "do nothing" as the default will allow us to only click what is needed. Also, change the caps to lower, as someone else suggested, please. Thank you
6 votes -
engagement
Allow past engagement list on profiles to be sorted by date
7 votes -
Make Service Area dropdown multiselect
Currently Grant Service Area, Profile Service Area, and Fund Service Area are all a dropdown options and a user can only select one option. It would be extremely helpful for reporting and tracking to have these fields as a multiple choice option to improve reporting and tracking
1 vote -
Pull Report on Profiles Created
Pull Report on Profiles Created instead of having to search through Logs
2 votes -
Barb@jewishtoledo.org
Currently, there is not an automatic field for the Profile Age based on the DOB field. Is there a way that this can be programmed so that we don't have to export a list of people into an Excel spreadsheet and create a formula for this? In our organization, we do a lot of programming for age groups and having the age automatically show up on the profile page, would be awesome and less time consuming on the staff. Thank you for listening to my suggestion.
3 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 -
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 -
Display age based on birthday
Calculate and display the age based on the profile date of birth.
7 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 -
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…
4 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 -
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
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