99 results found
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donor records search
When searching for a donor profile, I encounter (in the dropdown) entries from the legal name field, first and last name fields, and household name field. Without some additional description (ie profile number or descriptive acronym, such as "HH" for household), I end up clicking on each instance of someone's name, just to be sure I'm not looking at a duplicate record. Also, why is the one fund listed twice in this search?
4 votesHello,
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additional address city field
I noticed when you edit a profile, there is an additional box in the address section under City. What is this for?
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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import profiles
When importing donations or profiles, the prefix field is problematic. If I have Mary Smith and 123 Main Street, and C-Suite has Ms. Mary Smith at 123 Main Street, it doesn't register that those two are the same and add the donation to that profile. Same with households.
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.
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Thank you
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Social Media in Profiles
As we continue to grow and evolve, it would be nice for a place to put various forms of social media addresses (beyond the website and email).
10 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 Type fields with logic
Would be great to only see the fields you need for the type of profile you are entering. All the tax #'s website, etc fields would never be used for an individual. What if we chose the type first and then we just get the necessary fields? Would be so much easier on the eyes and stress of mis-entering.
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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donor address and profile address
When a donor has a change of address, there should be a way to make sure that it is changed everywhere it appears. Currently, the donation address stays in the system and the system will occasionally pull that incorrect address when we are pulling data for a mailing to donors. There is no value to having an old primary address associated with a donor's current profile. It's crazy to not know where to pull for a simple mailing - we should not have to think about it.
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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In Profiles, show 10 or so last opened profiles
Would it be possible to see (with links to profiles) the more recent profiles opened? Like the most recent 10-20?
18 votes -
Duplicate phone number clean up in Profiles - don't include fax numbers
Why is it the "work" number doesn't come up in the duplicate clean up area but "fax" numbers do? These are generally work fax numbers as well and it creates alot of unnecessary review in the duplicate area.
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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update other profiles?
If you are updating or entering an Address Type on a record, the popup to apply the update to other addresses appears. You check the other addresses, select "Update Checked Items" and the page refreshes. But the other profile Address Types are NOT updated.
Include Address Type for updating or have a response from the system that it isn't included in the update other profiles batch.
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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Birthdates in profiles require a year
Please allow Birthdates in profiles to allow just month and day and not require a year. We do not know the age our our donors in most cases, but it is nice to remember the birthday
12 votes -
Additional profile field, for prospecting info
We would like to be able to add prospecting information to a profile. We thought at first a place for Wealth Engine screenings would be helpful. But we may use a different prospecting tool as our source for such information in the future, so a little flexibility would be ideal.
What we would like to request is one more PROFILE FIELD for this purpose. We would like it to be a drop-down field whose choices we can customize.
(This is similar to an idea suggested here, but without asking you to provide the Wealth Engine info, just a field for…
13 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. Would the engagement strategy field work for this request?
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make address, phone, email primary without editing
Would love to be able to mark an address, phone and email as primary without having to open the profile to edit.
11 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 Date Created make a filter
Can the Profile date created be a included in the filter list?
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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Include "Profile Types" in Copied Profiles
When you copy a profile in CommunitySuite, the "donor" "vendor" etc. profile types do not carry over into the new, duplicated profile. This would be helpful for organizations working on organizing their profiles that include a network of individuals and organizations.
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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Profile Type Tree List
Can the profile types get some organization? Like a tree list or something?
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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Show age by birthday in profile
Automatically calculate the age based on today's date and display next to the birth date in the profile
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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Option for multiple Engagement Strategies on a profile
It would be helpful if you could assign/tag profiles with multiple Engagement Strategies. We would like to assign profiles with their respect charitable priorities and interests- i.e. donor has interest in numerous in education, arts, human rights, etc. Currently profiles can only be assigned a single engagement strategy
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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Track demographics on profile record
In FIMS we were able to track the demographics of our donors and used this to help prioritize who and how we reached out to grow our donor base. We were able to track ethnicity however as we migrate to CSuite, there is nowhere for that data to land.
This type of data helps our organization "myth bust" who our donors are in an incredibly powerful way.
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
There are several ways to track demographics on a profile, profile types, custom fields, service areas, engagement strategies.
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Provide an "Add Steward" button to the left of a Profile
It would save time to have an "Add Steward" button on the screen to the left of a Profile. This would be faster than editing the profile.
2 votesIn order to reduce the number of options in the left side menu, it was decided to keep the option to add a steward to a profile in the edit view.
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