181 results found
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Profile address entry improvement suggestions
I would love to have an integrated address validation tool in CSuite. It would also be helpful if City and State fields could be converted to a dropdown with editing privileges? It would limit errors and could speed up address entry. If we had a City table with editing privileges, we could minimize spelling errors in city names. I would love to be able to set a default state? I realize you have clients in other countries and with editing privileges, they could add their states to the field. Just thoughts on ways to improve our addresses.
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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Profile: Need Tax Class field to integrate from GLM
I'm not sure if this is a CSuite or a GLM idea. Why isn't the tax class field a standard field in GLM so when you sync the grant you do not have to remember to edit the profile? We end up with a lot of agencies without a tax class when it is time to run the 990 reports. Very time consuming.
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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profile search
I would like to hit enter from the profile search bar and get a page showing all the ones that come up, not just a drop down. I am very visual and would like to see blocks on a page and then be able to tag merges from there (among other things). Otherwise your clicking, hunting and packing to accomplish what you want to...
28 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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primary date
I fail to see the value of prim date on an address. If an address is made primary on that date each year, at what point is it made not primary? We have multiple donors/fund holders who vacation or winter somewhere other than their main place of residence. It would be great if there were start and end dates for an address to be primary or when to use that date instead of the primary.
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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"Delete All" campaign option on profile
In order to delete a profile, you have to delete them from all campaigns they were invited to. It would be much easier if there was a "delete all" option either in the engagement tab or on the side bar.
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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Expand Bulk Delete
Currently, we can "bulk delete" some fields by leaving cells empty in a bulk edit import. It would be very helpful if we could have this option on all fields in the bulk edit sheets. This would allow the user to remove outdated or bad data more efficiently.
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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duplicate merge - addresses
merging duplicates still brings both addresses over even if they are the same. It does not do this for phone number and emails. Told it has to do with harder to compare addresses. If thats the case, can we make this a radio button option to choose instead of the "Keep all" option on addresses
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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zip codes
Can we have the feature back where you enter a zip code and the system auto populates the city? This has been proposed in the past and the idea was archived. It was extremely useful when we first started with Community Suite and we were disappointed when it changed.
25 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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address line
Would be nice to be able to enter an address with only the city, state, zip.
I have a vendor with just that info for an address but the system won't save it without an address line. Have to put a period or some other "placeholder" for the system to save the city and state.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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Allow Deletion of Profile that was once a Fund Advisor
I have experienced this twice now... I am trying to delete a profile that has no connections preventing the deletion except the profile is a Fund Advisor. In each case, after deleting the Fund Advisor relationship, I am still unable to delete the profile.
The error message is "Unable to delete the profile because there are references to it elsewhere in the system. Please set to inactive instead."
Is this occurring because there is some residual data that remains in the Fund Advisor relationship (e.g., password)? If that is the problem, then CSuite should delete all information related to the…
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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drahn@cfnem.org
Why is there not a column for duplicate addresses in the duplicate tab so that it is possible to merge them that way?
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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Csuite email log
Would be great to have a complete picture of all emails sent with the profile. If I send an award letter, that is only tracked/noted with the grant, not as an overall communication with the profile. That's not the best set up, as I think you'd want to see the full picture of any/all communications with a profile. Perhaps, since you have that capability in SLM to send and see status of emails (in rich text!) you could integrate in csuite as well.
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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multiple primary email
Would like to be able to mark more than one email address on a profile as primary. Some would like anything we send them to go to both their home and work emails.
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 Update: Need faster path between individual donor history and household donation history
With our migration to CSuite, nearly all donation history is assigned to the household but as donations are made online in CSuite, these new donations are usually saved to one of the individual profiles in the household.
In the old profiles design, it was a simple click to move between the household donations and the individual's donations.
In the new design, there does not appear to be an easy way to move from the individual donor to the household donations and back. Is there something we are missing???
For example --
When you are looking at an individual donor profile,…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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duplicate
Linked profiles (e.g. households, individuals and/or organizations) should not be added to the duplicate profiles page.
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.
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Add Back Zoom to Profile Images
I appreciate the simplified process for adding pictures/images to a profile. I used to have the ability to zoom and reposition the image before making it final. That was especially helpful as we rely heavily on social media posts and other sources for our images. It's nice to crop and zoom to get the best image for that profile.
Please consider bringing back the zoom feature. Thank you!
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. If you have any questions, issues, or concerns please let us know! Thank you.
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Profile Fields - customize field names, order and hide unneeded fields
I'd REALLY like to be able to remove certain profile fields we don't use. I'd also like to be able to rename certain profile fields. Lastly, I'd like to change the order of some of the fields in profiles so the ones we use more can be at the top and the ones we do not use can move to the bottom.
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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Add Record Count to Bulk Update Job Detail
Would it be possible to add the number of records updated to the bulk update Job Detail? It would be helpful to confirm the number of records that were in the job.
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. If you have any questions, issues, or concerns please let us know! Thank you.
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Post Office Standards
The USPS has a standardized way of writing addresses, and CSuite does not adhere to it. The USPS does not use ANY punctuation in ANY United States address, but CSuite automatically puts a comma in between the city and state when you input a profile address. There is no way to turn off that function. I would love to see a way to stop the automatic comma insertion for those of us who want to standardize with the USPS.
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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Make it more clear where you are at in the profile (main profile, grantee, etc.)
Besides the ever-so-slightly bolded font for which designation you are looking at if you happen to be in the grantee, fund advisor, etc. record, it can be very hard to tell which record you are looking at. It would be clearer if "main profile" was also listed in the designation area and the selected designation was highlighted or made more prominent than just the bold text.
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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