123 results found

1. Profile Types & Permissions

   We allow many people to get into Profile Types. That’s an easy way to view and export profiles based on the assigned type. Once we give someone the Profile Type permission, they can get in there. So far so good. Then there’s permissions for Archive Profile Type and Delete Profile Type. However, those permissions are surprisingly narrowly defined to just the Profile Types. Nothing applies to Profile Fund Categories, Address Types, Email Types and Genders. So anyone who has the Profile Type permission can fully delete any of those, which is not good. And anyone can create any type and anyone can edit and rename any type, including the base Profile Types.

   The Archive Profile Type and Delete Profile Type permissions should apply to all of the listed types. And there really should be an Edit Profile Types and Create Profile Types permission as well. That would close the exposure. But for now we’d be happy if the main Delete and Archive permissions applied to all the types.

   We allow many people to get into Profile Types. That’s an easy way to view and export profiles based on the assigned type. Once we give someone the Profile Type permission, they can get in there. So far so good. Then there’s permissions for Archive Profile Type and Delete Profile Type. However, those permissions are surprisingly narrowly defined to just the Profile Types. Nothing applies to Profile Fund Categories, Address Types, Email Types and Genders. So anyone who has the Profile Type permission can fully delete any of those, which is not good. And anyone can create any type and… more

   19 votes

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   Proposed Idea  ·  3 comments  ·  Profiles  ·  Delete…  ·  Admin →
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2. Multiple contacts for Organizations

   It would be helpful if we could enter multiple contacts for an organization based on the inquiry (director, grants, treasurer, etc.). As of now, we either have to put additional contacts in a note or create multiple profiles for the same organization in order to have multiple contacts.

   47 votes

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   7 comments  ·  Profiles  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded

3. email - integration with Outlook

   Emailing right from a profile. It would be helpful to be able to click on an email in a profile and have it populate directly into outlook.

   89 votes

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   Proposed Idea  ·  6 comments  ·  Profiles  ·  Delete…  ·  Admin →
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