99 results found
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Post Office Standards
The USPS has a standardized way of writing addresses, and CSuite does not adhere to it. The USPS does not use ANY punctuation in ANY United States address, but CSuite automatically puts a comma in between the city and state when you input a profile address. There is no way to turn off that function. I would love to see a way to stop the automatic comma insertion for those of us who want to standardize with the USPS.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Make it more clear where you are at in the profile (main profile, grantee, etc.)
Besides the ever-so-slightly bolded font for which designation you are looking at if you happen to be in the grantee, fund advisor, etc. record, it can be very hard to tell which record you are looking at. It would be clearer if "main profile" was also listed in the designation area and the selected designation was highlighted or made more prominent than just the bold text.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Permissions for every single Profile field!
Please offer the ability to set permissions on every single field in all Profile types, for both 'create' and 'edit.' In the same way Profile fields can now be designated as 'required,' can that logic be reversed to allow Admins to set permissions/access to each field according to group permissions? We have lots of staff creating and editing Profiles, and, DESPITE training (which is a lot of 'don't ever enter anything in that field!'), in those quiet moments when they are alone, staring into that bright, empty Profiles screen, they choose chaos.
Please make these permissions granular to the field…
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Move the Parent/Child Org Relationship up closer to the relationship box
Could you please move the Parent/Child Org Relationship closer up. You have to scroll all the way to the bottom of the page on several of my profiles with the relationship. I have attached an example. There needs to be a better way of seeing of all the boxes with a profile. Is there a way to make the detail page as the main page and eliminate that box?
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Prefix and Suffix dropdown field and table
I would really love to have the prefix and suffix be linked to a table and appear as a dropdown on the profile. This would prevent typos in entering those fields and the table could be loaded from the existing prefixes and suffixes.
1 voteHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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businesses
Give us the option to add Orgs to Households. It's impossible to track a family's full giving without also rolling up what they've given from their businesses. The donor and the people are the ones driving those donations.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Profile, add Address 3 for department
Add Address 3 to be able to include Department or Building. When adding it to the other lines is gets quite long.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Archive Profiles
After 30 years of data, and years and years of it an inarguably sloppy mess, our database needs some sprucing up. We would like to 'file away' at least a decade's worth of single-gift donors that have never, ever, ever been heard from again. Would love a way to archive entire profiles from a custom report!
We don't to want to get rid of them (and obviously can't because of a financial transaction), but we also don't want them cluttering up search lists and mailing lists and reports etc on the regular.
11 votes5/3/2023: Profiles have a new a look with this enhancement. Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software. Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.
The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed. This summary includes an image, primary contact information, last donation date and pronouns. With this new layout there will be an icon next to the profiles name at the header. This will allow a User to easily identify an individual, household, or organization record. Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name…
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images
It would be a nice boost to be able to add images of different shapes to our organization's profiles. A lot of our organizational fund holders like agency and project fund folks have logos that don't fit neatly into that perfect square or circle that is defined for that image space. For example, this agency is going to be launching a campaign to boost their fund here at our Foundation. I tried resizing the image but it won't work that way. Redefining that field to allow images of different shapes would probably be necessary. This would be especially helpful also…
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Print envelope to link to mailing address, not primary
Can we please have the 'Print Envelope' button link to the 'Mailing Address' if it's selected on their profile instead of the primary?
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Please fix the Copy button!!
With the location of the copy button without a "sure you want to copy" confirmation the way you do with deletions, profiles can get copied without users realizing it. There is a message that comes up but if someone is typing they completely miss it. PLEASE add a confirmation for copying.
9 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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How to bulk import information/changes to profiles without creating duplicates
It would be awesome if the "bulk import" feature on Profiles allowed for matching to an already existing profile. That way we could bulk import changes to profiles or make multiple profiles a nonprofit or set multiple profiles as a certain type, without duplicating already existing profiles.
GLM has this function for updating grant information, hopefully not an unreasonable ask. Thank you for all your hard work!
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Ability to Edit Phone Types
I'd like the ability to Edit our current list of Phone Types. Currently category types are all in lower case and I'm not able to go in and simply capitalize our listings. I'd also like to determine which number should be the default choice - currently ours is 'main' which is fine for a big company but gets confusing for individuals. Is the main number at home or work? Is it a cell number or landline?
Considering that I can edit Email Types and Address Types I find this restriction odd.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Profile Updates: Move Similar Profiles under Details
We would not look for Similar Profiles under Engagement. We would prefer to see it under Details.
Now I have to either open the second profile in a new tab or click back and forth between Details and Similar Engagement tabs to compare.
I noticed that the Merge action in the left-hand column now only displays when you are viewing the Details Tab. Is your intention to place the list of Similar Profiles back on the Details Tab?
2 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Profile Update: Indicate if Primary Address / Email is "Pay" for Grantee/Vendor
With the new profile updates, is there a way to show whether the primary address and primary email listed in the block at the top of the profile is the Pay Address / Email?
This would be especially helpful when processing grants, scholarships and vouchers.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Sort name for organizations that use (The)
I posted this idea years ago and the feedback I received was working great but the sort name doesn't seem to be working. We are looking at applications submitted and all the organizations that use "The" are under T and not under their corresponding name.
Thanks,
Rossana
6 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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zip codes - export drops the first zero
When exporting to Excel, any zip code that starts with a zero (0) is automatically dropped. It would be great if this could be fixed. It would be very helpful.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Philanthropic Interest Type location
Please move the philanthropic interest type to the details tab on profiles. It was much easier to see before the new implementation.
This is on the details tab on the grantee profile, not sure why is it different for profiles.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Required Profile Fields - Different By Type
It's great to now be able to require certain fields when creating a new profile. However, the fields specified apply to all 3 types - Individuals, Households and Organizations. It would be better if there was a separation of required fields. For instance, Salutation and Mailing Label might be great for individuals and households, but not for organizations. Can we get different requirements for the 3 types?
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Profile Template
Hi, Prospect Manager requested to design a prospect profile template, Bio, contacts, giving history, last payment, total giving, planned gift, and specific notes related to the prospect. It would be nice to have the ability to create it by choosing which section needs to be in the portfolio.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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