99 results found
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Global search include Legal Name
It would be helpful that when Legal First name or Legal name is populated that a global search includes those names. Example: Harold W. Smith goes by "William", so in the name field that's what we have entered on his profile. However, when a check from "William" comes, the check lists only his legal name. So when I do a search for "Smith, Harrold" (as listed on the check) nothing comes up. If I don't personally recognize the name I'll end up creating a duplicate record. It would be so helpful that if I typed in "Smith, Harrold" the search…
8 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 bulk update
When downloading addresses in the bulk edit function be able to specify which addresses to download, i.e. active, primary, etc. We are sending our database out for NCOA move through USPS and they charge by # of addresses processed. Because the option is to download ALL addresses I have to create a second file of the addresses I really want to send and match up Profile Address ID's to update when I get the file of changes back. It is very, very, very time consuming to have to do it this way. If I could only download active and/or primary…
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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Audit Log for deleted profile
We can run an audit log to see profiles created but cannot see profiles deleted (just name would be awesome). I can see when we delete addresses and phone numbers but not the whole profile. We are trying to clean up all the extra profiles our conversion created under households but have realized there is no way to track which profiles have been deleted (either by profile ID # or name). This would be beneficial in case something was done in error and as a supervisory validation.
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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Add gender and pronouns fields to organizations
We are moving away from titles such as Mr., Mrs., Ms. etc. as many times we guess these titles. However, we would still like to note the gender and pronouns for the main contact for an organization (if known). Could you please add the gender and pronouns fields to organizations?
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.
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extensions
Please allow extension on phone numbers within profiles. This is so helpful when dealing with business/organizations
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.
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Thank you
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Make salutation searchable
Please make the salutation field searchable. Most community foundation employees will know a donor/fundholder by their nickname, not their full name. I have run into many situations where it is impossible to find someone as their full name is in no way related to their salutation/nickname.
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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Profile Designations: add charity
Within the designations on the profile nonprofit is one that adds that profile to the nonprofit directory. Adding a designation of Charity would be great so we can mark all of our registered charities with that designation and they could have a directory as well.
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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NCOA Address Changes
In order to process address changes from NCOA processing, you need to know the Profile Address ID. We commonly use a campaign for our mailings, but when exporting that list, it doesn't contain that field. If we use a custom report, like Profile Address, it's available, but the campaign field that the donor is in for the mailing isn’t. That forces us to export the list from Profile Bulk Update/Addresses and use it with VLOOKUPs. Even that can be problematic if the NCOA processor has standardized our donor names when the list is returned since we have to match multiple…
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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Bulk remove "Profile Is" tag(s)
I want to be able to bulk remove “is donor” tag from profiles that have no donation.
This will be good for reporting, and make the “is donor” tag is accurate and meaningful.Other thoughts:
1. This could be helpful for other categories (is vendor, is student, etc.) for data hygiene
2. Removing 'is donor" or other tag will also remove any data captured in that area, so a warning label or pop-up would likely be a good idea if this was added
3. If added, there should also be permissions setting on who has the ability to do this5 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 yo
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1 vote
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organization contact
Allow a Household to be the Contact for an Organization - for example, often a couple owns a business, or two people are the contacts for a foundation. The system should allow you to choose whether to input the fields for an individual or the fields for a household as the contact/contacts.
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 Links naming
I appreciate the recent separation of Profile Links between links among profiles vs the links of a person's role at the Organization, but I've found while navigating reporting - since the change rolled out - that the profile filter referring to Profile Linked to Organization has become confusing in opposition to the Role at Organization filter option.
My suggestion is that the overall category of Profile Links remain the same, but that the naming difference among the Profile Link/Profile Link and the Profile Link/Organization Role be simplified to Relationships and Roles. That would look like this:
Category: Profile Links
Profile…
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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Add Internal Grants to Donation Summary (Direct & Advised)
Donor Advised Fund gifts to our operations or other internal fund do not appear in the "Donation Summary (Direct And Advised)" section of a donor profile. We'd love to see this feature added. Without it, we're not getting the full picture of a donor's giving in a particular year.
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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Profile Release in Sandbox
When you list profiles, please show (Inactive) profiles in red like in the live site. It is very confusing and you should not have to do a report every time you want to list profiles to see which one is inactive.
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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work organization
It would be helpful for the "work organization" field in a profile to be a searchable/self-populating type field (like for funds, etc) so that you can link a profile to their employer easier.
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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in the profile there is individual name and recognition name. When the donor is part of a household, the name shows up as Smith, Susie Q.
in the profile there is individual name and recognition name. When the donor is part of a household, the name shows up as Smith, Susie Q. We are trying to get them to show up as Susie Q Smith.
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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labels
PLEASE add a left-side menu option on Profiles for mailing labels, that will work when we filter Profiles for any given parameter. Efficiency is the key to our foundation, and being able to just click on Mailing Labels rather than go through a bunch of steps to create a Campaign to make labels is super needed.
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.
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Thank you
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Make Individual, Household, and Organization Functionality Changed
Before the profile links changed, it used to be the case where the left-hand side had options of "Make Individual," "Make Household," and "Make Organization" would show up no matter what. But now, if a profile has any org role link, I guess you can't see those options anymore. So the workaround is to delete the profile links. You have the opportunity to convert the profile to household, individual or organization, and then you have to reassign the profile link. It is an unnecessary workaround; I had to go through C-Suite chat support to understand this was the case.
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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Linked profiles
I discovered that if a fund has ANY linked profiles, you cannot enter historical donations/grants to it unless the profile is linked to that fund. This does not make much sense, especially dealing with historical data. Can this be corrected to not have this issue? Or if we need to unlink the profiles, is there a way to do a bulk unlink to unlink multiple profiles at one time?
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.
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Thank you
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custom fields
I am looking for a way to combine donation activity in reports for donors who give through multiple profiles (i.e. household profile, a family foundation, a trust, or a DAF at another institution.) These donations are linked the household as "donor advisor" and the profiles are linked, but I am unable to run reports (custom or preset) that produce accurate totals of donations or the count of donor where the activity for one of these multisource donors is combined as one. Ideally there would be a way to create a "master donor" profile that links all of the related profiles…
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
P.S. Have you looked at the Donor Rollup Report? You can add filters to this report if needed.
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