131 results found
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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 -
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 -
Add Profile type - Trustee and DAF
When we receive donations from a DAF fund or Trustee it would be nice to have that as a profile type to select instead of Individual, Household or Organization.
3 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 -
Display Org Role detail (active, dates on profiles)
It's great that org roles let you select "active" and enter dates, but the dates only show on the org profile, not the individuals, and the "active" setting is displayed nowhere.
My idea is that the status (Active/inactive) is displayed on both org and profile under relationships tab, as well as the dates. Currently if its not active the role is italicized, which is way too subtle.
Came here and looks like this has been posted before but got archived https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/47039656-org-roles :( Please upvote!
4 votes -
donor id
Please make the Donor ID visible on the donor record, in custom reports, and as an upload option. While many reports include it as output, its absence in these areas prevents us from linking the Donor ID to a Profile.
2 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 -
Custom Reports
It would be very beneficial if you could use the result of a set of search results as a "starting place" for a custom report. As an example (see attachment), I ran a Profiles List filtered by Engagement Strategy. It gave me a nice list of what I was looking for except for some custom fields I had added to the profiles. Now I want to simply add those custom fields to this set of search results. If I could save the search results as the start of my custom report, all I would have to do was add my…
2 votes -
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.
28 votes -
Custom fields available to sync when merging profiles
Please can you allow us to keep information entered in custom fields when merging two profiles.
13 votes -
Add option to filter assigned tasks
We assign tasks to our development team and meet with the team to review/update, etc. It would be helpful if we could filter on the assigned tasks to see one Steward at a time.
4 votes -
Profile Fund Relationships - alphabetize Categories
Profile Fund Relationships - I see that the fund names are alpha order, but the relationship Categories are not. We often have more than one relationship per fund. Can you also put the Categories in alpha order? It would greatly help readability.
2 votes -
Include the new nickname field on org profiles
It would be very helpful to have the new nickname field on org profiles. We have both primary contacts for orgs and orgs that have nicknames.
1 vote
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