120 results found
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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.
3 votes -
charity check
Currently an atttached Charity Check keeps us from deleting a vendor and profile that have no other activity. Please update the logic to allow profile to be deleted.
10 votes -
GLM "See All" function when searching Organizations and Users
I would like a "See All" function when you are in the Organization and User Search pages so we can review everyone who has created an account regardless of if they have started a process.
1 vote -
Last Donation Date does not reflect accurate last gift date
Currently on the household record, the Last Donation Date does not roll up all donations from the household members. So, if the household has not given since 2021, but a member of the household gave in 2023, that is not reflected in the Last Donation Date on the household record, it shows their last donation was in 2021. This is not an accurate representation of the household's giving. Please have all household and household members giving be reflected on the household record's Last Donation Date.
117 votes -
export option - Profile/list by date
Good morning, Foundant! I would like to 'export' a list of newly created profiles by the date option. Right now, I have to highlight the profiles created and export it to excel. It would save time to have the 'export' option at this stage. Thank you for considering my request today.
2 votes -
image
It would be great if profile images could be included in reports. It would be helpful for our philanthropy team to create pictoral directories of the donors they manage.
1 vote -
duplicate screen
Hi - it would be great if the screen showing duplicates would indicate what type of record it is, particularly if a record is a student. With just a giant list of names, it is hard to pick out the ones the student aid team needs to look at. (or a fund holder, or vendor etc) OR the date the duplicate was added. OR the number of times the record shows. If we have 3 John Lennons and one was created last week, we might be able know who needs to fix it at a glance.
1 vote -
Return to PROFILE instead of campaign when deleting from campaign
When I'm looking at a profile, under Engagement, there's an option to delete the profile from a campaign. The problem I'm having is that after choosing delete, I'm taken to the CAMPAIGN instead of back to the profile so that I can delete it from other campaigns or make a note. It makes more sense to me, and would improve my work flow, if the system returned me back to the profile where I started.
Related to this, it would be helpful to have a Delete button on the archived campaigns found under List All Campaigns within a profile, rather…
9 votes -
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.
3 votes -
import address type
Reposting Previous Suggestion-
Please add the address and phone type fields to the template when importing new profiles. I am importing lots of new profiles but have to go back and manually add the address type and email type. This is a very tedious process.
Thank you.2 votes -
USPS validation as a report field
Give us "USPS Validated" as a report field.
Use case: We can filter our grants or voucher buckets to quickly determine which addresses still need to be validated.
As it stands now, I cannot run a report to see which profiles have a USPS validated address.
1 vote -
All Bulk Update Files Consolidated into a Single Bulk Update File
When Bulk Updating profiles, there are four different files to bulk update the profiles with. When editing profiles, we usually need to update all four areas of the profile and this requires us to download and manipulate all four.
Instead, it would be better if they were consolidated into a single file/sheet so we could update all of those fields in one go. This would make this process much less tedious and allow us to make one bulk edit, instead of four individual bulk edits.
We aren't asking to get rid of the four individual bulk update files, but instead,…
9 votes -
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 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.
5 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 -
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
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