68 results found
-
profile search
I would like to hit enter from the profile search bar and get a page showing all the ones that come up, not just a drop down. I am very visual and would like to see blocks on a page and then be able to tag merges from there (among other things). Otherwise your clicking, hunting and packing to accomplish what you want to...
29 votes -
Profile Types & Permissions
We allow many people to get into Profile Types. That’s an easy way to view and export profiles based on the assigned type. Once we give someone the Profile Type permission, they can get in there. So far so good. Then there’s permissions for Archive Profile Type and Delete Profile Type. However, those permissions are surprisingly narrowly defined to just the Profile Types. Nothing applies to Profile Fund Categories, Address Types, Email Types and Genders. So anyone who has the Profile Type permission can fully delete any of those, which is not good. And anyone can create any type and…
18 votes -
Multiple contacts for Organizations
It would be helpful if we could enter multiple contacts for an organization based on the inquiry (director, grants, treasurer, etc.). As of now, we either have to put additional contacts in a note or create multiple profiles for the same organization in order to have multiple contacts.
44 votes -
email - integration with Outlook
Emailing right from a profile. It would be helpful to be able to click on an email in a profile and have it populate directly into outlook.
83 votes -
Option for household changes to populate individual profiles linked to household
We would like an option for changes to households to populate/update the individual profiles linked to that household.
Now, when we make an address change or a change to Profile Types for a household profile, we must make the same changes to each individual profile linked to that household - in other words, we often must make the same exact edit on three or more profiles.
For example, if we discover that the address we have on file for a household with 2 linked individual profiles is incorrect, we mark the incorrect address as inactive, then add the correct current…
30 votes -
Mark a single email address as "do not email".
If we have a constituent with multiple email addresses (work, personal, etc..), we would like the ability to mark a single email address on a profile as "do not email" vs marking all of them using the do not email link. Making a single email address inactive is not visually effective to the end-user as compared to red headings and strike-through text that the do not email function provides.
17 votes -
Donor Contact
Since one of the primary purposes of Community Suite is customer relations management (CRM), there needs to be more sophisticated options for recording contact with donors. Right now the only way to do this is to add a note for each contact. Other CRM systems I have used make it much easier to open a box to record each contact: date, nature of contact (phone, email, visit, etc.), who made the contact, etc. This should be stored in such a way that it is easy to pull up a list of all contacts with a particular donor.
23 votes -
salutation/mailing label auto fill
Salutation/mailing label areas of Profile set to auto fill. When entering a profile, it would be helpful to have these auto fill rather than entering each time. Then they could be overridden based on if the profile needs a change. Such as instead of Mr. and Mrs. Jones, override to Bill and Mary.
23 votes
- Don't see your idea?