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  1. In addition to verifying a grantee is a valid 501(c)3, Catholic Foundations have to confirm that the organization they are granting to is verified with the Official Catholic Directory to ensure they don't support anything that is not in alignment with the Catholic Church's standards. Stellar has an integration with OFD, so information flows into grantee profiles form OCD.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  2. Household is setup with members but the members, in the profile module, do not have profile links setup, for instance SPOUSE. Would be great to be able to bulk update the members to automatically assign a profile link to the members instead of manually adding.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  3. Please can you consider adding a financials tab to organisation profiles where we can upload relevant information such as revenue, expenses, net income, assets, liabilities, net assets for an organisation. And if we could add/filter by financial year, that would be super.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  4. If I am linking a profile to a household, the merge suggestion in the Engagement tab should automatically be marked as reviewed or however it needs to happen on the backend so that it stops suggesting to merge the household that was just connected to the individual or vise versa.

    15 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  5. Hello, the new profiles are great! would it be possible for the tabs to indicate if there is information on the tab? For instance by color or bold lettering. Then you would not have to open every to know if there was data. This would be so helpful.

    30 votes

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    1 comment  ·  Profiles  ·  Admin →
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  6. Currently, the Grants tab (showing a profile's grant history) is on the Donor designation profile but it needs to be moved to the Fund Advisor designation. Two reasons: 1) There are grant advisors that are not donors and 2) only data related to Donations should be on the Donor designation if we want to use Is Donor filtering to define actual Donors. If grant history "turns on" the Donor designation but that profile doesn't actually have any donations, then it completely negates the use of the Donor designation to define actual Donors.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  7. Can you please make profile custom fields visible/hidden according to a profile's designation, e.g. grantee/vendor/donor etc.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  8. The profile "created date" is one of the most important filters - please add so we don't have to use a custom report. This will help us spot dupes quicker!

    2 votes

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    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
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  9. Favorites or Search History - this idea was previously archived, but I would like to bring it back for review. It would be super helpful and save time if we could have a favorites feature for profiles and funds.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  10. It would be very helpful and much less clicks if there was an ability from the "link fund" or "link profile" screen on the profile if you could link that certain profile more than once to a fund or other profiles before creating. Like at this screen attached if there were multiple boxes if you wanted to link the profile to another fund, same fund, etc. instead of going back to the profile screen and clicking link again.
    Or at least be able to link to one fund at a time but have multiple fund categories to one fund per…

    58 votes

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    0 comments  ·  Profiles  ·  Admin →
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  11. With the new profile updates, Add Opportunity is now under Relationships. Opportunities are an engagement strategy, not a link to another profile. Please either keep Add Opportunity on the left menu for all tabs or put it under the Engagement Tab. Please put Opportunities under the Engagement Tab.

    23 votes

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    4 comments  ·  Profiles  ·  Admin →
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  12. Before a recent update the system would flag you if you put in a duplicate name or address when creating a new profile. Now the system allows for a duplicate and it's not showing under duplicates on the left side tab. We see it under the engagments tab, but it needs to be brought back out to the left side tab so that all duplicates can be managed at one time, not have to search for them one by one.

    19 votes

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    0 comments  ·  Profiles  ·  Admin →
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  13. I would like to have the ability to generate even a simple letter from a profile, so it auto fills name, address and I can take it from there. Add to the "Create" in the left sidebar please!

    47 votes

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    1 comment  ·  Profiles  ·  Admin →
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  14. Wouldn't it be so cool if we could select a preferred method of contact for donors, grantees, etc. as a default profile question instead of having to make a custom profile field? I think so. Please vote for this idea.

    28 votes

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    1 comment  ·  Profiles  ·  Admin →
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  15. We would like to see a permission setting that would allow users with that permission to view the full Account number entered into ACH Settings. Today, our only option is to Configure the settings or Clear the Settings.

    We would like to the option for a small number of users to be able to view the settings (including the full account number).

    This would be helpful when we need to confirm that the account number entered. It would also be helpful if we need to clear the settings to merge into another record and add the settings back after the…

    38 votes

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    5 comments  ·  Profiles  ·  Admin →
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  16. Now that you've gone to a tab system it would be nice if tabs that have no information under them were grayed out or a different color. Right now you have to click on every tab to make sure you have a complete picture of the profile. If you knew that there was no information under a tab it would save time.

    20 votes

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    0 comments  ·  Profiles  ·  Admin →
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  17. With the new profile updates, I noticed that when I change an address associated with a household, it does not ask if I want to update the other addresses within the household. Can we please have this feature restored? I now have to go into each profile and update the address which is time consuming.

    18 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  18. Custom task reports should show ALL tasks, not just the tasks that have been entered from within an Opportunity. Currently, custom task report only shows tasks entered from within an opportunity.

    22 votes

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    6 comments  ·  Profiles  ·  Admin →
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  19. LOVE THE NEW PROFILE FORMAT - but can members of a household be links at the top instead of under the relationship tab?

    From an individual profile, you have the link to go to their household profile, but it doesn't work the same way going in the opposite direction.

    15 votes

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    0 comments  ·  Profiles  ·  Admin →
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  20. I asked about this last year, but posting fresh again to maybe get back on radar. If you want us to use your platform for sending emails and keeping track of correspondence, we need to look professional when doing it. Sending an email in Courier with no signature or logo won't cut it.

    https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/45114142-layout-for-sending-emails

    12 votes

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    1 comment  ·  Profiles  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    A rich text editor was released on 9/12/2024. Here is the release note:

    Site: Added Rich Text Editor to the email creation areas for Profiles, Grant and Scholarship documents, Invoices, grant_letter_email_body content area and Grant Catalog.

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