131 results found
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Linkedin
It would be great if you could create a text field for the LinkedIn URL.
2 votes -
Add Subscribed & Unsubscribed checkboxes within email fields
We would like to eliminate the need for a custom row for tracking purposes. We would like to see both a Subscribed & Unsubscribed checkbox within the email rows. Sometimes our contacts move orgs or change emails and we'd like to track which email(s) are unsubscribed to ensure we are using the correct information. We would also like this option added in the reporting sections.
9 votes -
Display age based on birthday
Calculate and display the age based on the profile date of birth.
7 votes -
engagement strategies
Utilizing Engagement Strategies for tracking and managing pools of constituents is a great tool, but it would be more useful if we were able to set criteria for each "Strategy" created. This would allow for a more structured system and provide some context to the intent/purpose of each strategy.
2 votes -
organize engagement strategies
If we had the ability to organize profile types and engagement strategies it would be very helpful. We would like to be able to at least change their order in the list.
1 vote -
Add option to bulk delete emails and phone #'s from specific type of profile
Add functionality to be able to bulk delete emails and/or phone #'s from a specific type of profile. Two options that will help are:
1. add 'type of profile' to profile Download files
2. add 'email id' as a column option in custom reports6 votes -
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.
2 votes -
Ability to segregate/review profiles created through Campaigns
Add the ability to segregate profiles created through the online ticketing or donation process. Maybe using similar functionality as the "To Review" bucket in donations, or some way of filtering them in custom reporting.
1 vote -
Profiles Browse screen - indicate inactive
Profiles Browse screen - indicate inactive individuals, households, organizations. We use this screen to check for naming protocols, incomplete names, misspelled names, etc. It would be extremely helpful to show which profiles are inactive (red font), and also be able to sort right on this screen.
2 votes -
kbusser@cfrichmond.org
National Change of Address. Database from the US Postal Service that contains all of the address changes that have been submitted. An automated link to this would enable the updating of addresses on profiles.
4 votes -
Dedupe by address and also by "similar" name.
Please add the ability to dedupe by address and also by "similar" name. Right now, the dedupe feature will not allow us to dedupe by address. That needs to be added. Also, the majority of dupes in organizations systems are not there because the are exact matches, they are there because of small differences. Such as Robert vs Bob Smith or 106 10th Avenue vs 106 Tenth Ave. I have worked with many other CRM's that could detect "similar profiles" (i.e. the name is slightly different but the address is the same, etc.) and offer them up for suggestions for…
16 votes -
Allow Profile Type screen to be accessible to staff but not editable
The Profile Types screen at the link below is a great place to reference coding in the system and to be able to quickly see what profiles are assigned those codes. Having access to this area also gives the ability to make changes. Can it be set so certain staff can view but not edit?
fcsuite.com/erp/profile/profiletype
4 votes -
Saving Yearly Tax Receipts to Profiles
Would it be possible to update the individual and batch processes for Yearly Tax Receipts to save the generated documents to the Donor’s profile?
5 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.
2 votes -
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 -
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.
120 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.3 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 -
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
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