125 results found
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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 -
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 -
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.
119 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 -
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…
10 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 -
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.
2 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 -
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.
6 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.
9 votes
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