99 results found
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login info tab: move to right of notes tab
It may be helpful with muscle memory to place the new Login Info tab now located on the Native profile to the right of the Notes tab. This would allow the tabs to remain in the historical order. Allowing users muscle memory to remain intact.
7 votes -
Profile: Add Sort Key field
Add field 'Sort Key' on Profiles. There isn't currently one field where all types of profiles- Organizations, Individuals, and Households, can be sorted together.
8 votes -
Identifying Yearly Tax Recipients
Would it be possible to create a Boolean field on profiles to indicate that they should receive a Yearly Tax Receipt? The batch process for generating Yearly Tax Receipts relies of filtering the list of Donors, however there does not currently appear to be a consistent field/value available to filter Donor records for this purpose.
2 votes -
Show Steward Active/Inactive Status in System Configuration Steward List
Show inactive stewards in italics at bottom of the steward list just as inactive org roles show in the org roles section of the relationships tab in organization profiles. Also add active/inactive as report and filter options on steward custom reports and other reports that can include steward information.
15 votes -
Auto-Format Dates and Phone Numbers for Profile Imports and Bulk Updates
When using the Profile Import and Profile Bulk Update features, it would be great if CSuite auto-formatted phone numbers and dates during the import process. Rather than having to format these phone numbers and dates up-front in Excel, it would be great if CSuite automatically formatted these values during the import process. Getting the choice of how they format (phone numbers with or without dashes, dates with slashes or dashes, etc.) would also be helpful and could be a setting under profile settings.
6 votes -
Profile Fund Relationships - alphabetize Categories
Profile Fund Relationships - I see that the fund names are alpha order, but the relationship Categories are not. We often have more than one relationship per fund. Can you also put the Categories in alpha order? It would greatly help readability.
2 votes -
Accessing attached files and notes on profiles from any designation
It would be nice to be able to see any attached file for a profile record from any of the designation fields without having to change tabs. My suggestion is that the file tab has a drop down by designation so that when you are looking at a profile marked as a donor you see donor related files first, but have the option to see other related files if that donor is also a fund advisor, grantee, etc. without needing to change designations. I don't like knowing that I uploaded a file but then seeing "0" under files because I…
13 votes -
donor id
Please make the Donor ID visible on the donor record, in custom reports, and as an upload option. While many reports include it as output, its absence in these areas prevents us from linking the Donor ID to a Profile.
1 vote -
Add Advised Donations to First and Last Donation Dates
Please include advised donations in First and Latest Donation Dates. Or at least the ability to have a setting for which way your organization prefers.
1 vote -
Capitalization
When creating a profile the State should always be capitalized. The system puts it in lower case. Would be great if it was automatically uppercase as it should be.
18 votes -
Include the new nickname field on org profiles
It would be very helpful to have the new nickname field on org profiles. We have both primary contacts for orgs and orgs that have nicknames.
1 vote -
can two emails be used for household profile
It would be great if both husband and wife email addresses could receive notifications when changes are made to the fund account. Like when money has been added.
1 vote -
Custom Reports
It would be very beneficial if you could use the result of a set of search results as a "starting place" for a custom report. As an example (see attachment), I ran a Profiles List filtered by Engagement Strategy. It gave me a nice list of what I was looking for except for some custom fields I had added to the profiles. Now I want to simply add those custom fields to this set of search results. If I could save the search results as the start of my custom report, all I would have to do was add my…
1 vote -
Display Org Role detail (active, dates on profiles)
It's great that org roles let you select "active" and enter dates, but the dates only show on the org profile, not the individuals, and the "active" setting is displayed nowhere.
My idea is that the status (Active/inactive) is displayed on both org and profile under relationships tab, as well as the dates. Currently if its not active the role is italicized, which is way too subtle.
Came here and looks like this has been posted before but got archived https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/47039656-org-roles :( Please upvote!
2 votes -
Add option to filter assigned tasks
We assign tasks to our development team and meet with the team to review/update, etc. It would be helpful if we could filter on the assigned tasks to see one Steward at a time.
3 votes -
Why do the profile links not allow a drill down like Org Roles?
Why do the profile links not allow a drill down like Org Roles? I can't list profiles even though the profile link ID # is blue (which generally means I can drill down for more information).
1 vote -
Inactive Grantee, but not Inactive Vendor
Inactive Grantee, but not Inactive Vendor. I recently needed to correct activity that was improperly processed as a grant. I made the grantee profile inactive, and it also made the vendor profile inactive. The vendor designation is correct as the activity should be processed as a voucher. Ask: have the inactive flag seperate for grantee and vendor.
1 vote -
add a team member to fund steward
Add additional staff members to a profile/fund so a team could work together with fund advisors or prospects. Fund Steward remains primary and additional staff could be secondary/tertiary or even equal members of the supporting team. When a note is added to an opportunity or fund, team members who are also stewards for that fund/profile could be notified to see updates about the fund. This helps with collaboration, covering a fundholder's needs if their fund steward is out, provides updates in real time to members of the team.
6 votes -
Make Linked Individuals Reportable
The new functionality for linking more than one individual to an org profile is great! But we need the ability to report on it. This is a huge help in creating mailing lists, but we can't use it if we can't report on it. Thanks!
4 votes -
Living Member Donations for an Inactive Household
Looking to see if this can be a possibility in the future. For INACTIVE household donations, made inactive due to one member of the household having died, to be absorbed by the living members profile. This would make it so the household itself would no longer have to be linked to that individual. Also when that individual logs into the portal, they could see their past household donations included in with their individual donations, if there are any.
3 votes
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