95 results found
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Bulk set donor designation
In the portal there is now the option to see household donations, which is a feature we highly requested that was implemented recently (https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/48809117-household-donations-on-donor-portal). However, if a profile does not have the donor designation, they are unable to see the donor portal when they log in as a fund advisor, thus are unable to benefit from seeing the household donations. In order to allow these profiles to see the household donations, I'd like a bulk way to set the donor designation on to profiles. This way they can have access to the portal. Otherwise, this household donation visible…
2 votes -
Change Engagement Strategy type of variable
Sometimes you want to run a report to include multiple types of engagement strategies, but not all strategies. There is currently no way to do this in CSuite. If the Engagement Strategy variable type would be changed from Varchar to Array (Like Profile Types) we could select multiple Engagement Strategies at once.
1 vote -
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.
3 votes -
Add an alert when a profile with a Nonprofit role is edited to check the Nonprofit profile.
When the profile of a Nonprofit Organization is edited, it would be awesome to have some sort of reminder that there is a Nonprofit profile associated with it that may also need to be updated. For example, if an organization profile has a new primary contact and it is also tagged as a nonprofit, most of the time that means the Nonprofit profile primary contact also needs changed, since they are not linked.
8 votes -
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.
10 votes -
Custom fields available to sync when merging profiles
Please can you allow us to keep information entered in custom fields when merging two profiles.
13 votes -
USPS standardization option
With the change of the USPS validation back to not using the standardization of all caps, it would be nice if we had the option to choose to use all caps, which is USPS standard, if we wanted. That was one of the great features for the USPS validation process for us. We have considerable trouble with mail not reaching its destination and want to do all we can to help it get where it’s supposed to go.
1 vote -
Flag Duplicate Addresses
Right now, the "duplicates" tab only flags profiles with duplicate name, email address, or phone number. Could it also flag duplicate addresses? We have many donors who may use a slightly different name when donating (like putting in "Michael" for one donation but "Mike" for another, so it doesn't flag it as a duplicate profile). If the system also flagged duplicate addresses, it would hopefully catch more of those.
27 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.
1 vote -
When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields
When moving a profile from 'inactive' to 'active', it is currently required to then click Clear 'do not mail', 'do not email', and 'do not call'. These steps do not remove 'inactive' from the address, email, and phone fields. It's then required to remove 'inactive' from these 3 fields. This should automatically happen when moving the profile from 'inactive' to 'active'.
24 votes -
Add Household Steward as a field in custom reports
I'm running a report of donors with a birthday in a specific month, but for those donors who are a part of a household, the Steward is on the Household profile. I want the Stewards to sign the cards for these donors. In order to see the Household Steward, I need to open every donor profile who is a part of a household to find their Steward. Please add Household Steward as an option to select in custom reports.
4 votes -
Add Profile type - Trustee and DAF
When we receive donations from a DAF fund or Trustee it would be nice to have that as a profile type to select instead of Individual, Household or Organization.
2 votes -
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 -
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.
16 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.
4 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
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