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51 results found

  1. "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 votes

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    Hello, 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

  2. 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 This would allow the user to remove outdated or bad data more efficiently.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 votes

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    Hello, 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.

  3. 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 votes

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    Hello,

    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

  4. 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 votes

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    Hello, 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

  5. 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 votes

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    Hello,

    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

  6. duplicate

    Linked profiles (e.g. households, individuals and/or organizations) should not be added to the duplicate profiles page.

    8 votes

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    Hello, 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.

  7. 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 votes

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    Hello, 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.

  8. Move the Parent/Child Org Relationship up closer to the relationship box

    Could you please move the Parent/Child Org Relationship closer up. You have to scroll all the way to the bottom of the page on several of my profiles with the relationship. I have attached an example. There needs to be a better way of seeing of all the boxes with a profile. Is there a way to make the detail page as the main page and eliminate that box?

    4 votes

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    Hello, 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

  9. businesses

    Give us the option to add Orgs to Households. It's impossible to track a family's full giving without also rolling up what they've given from their businesses. The donor and the people are the ones driving those donations.

    3 votes

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    0 comments  ·  Profiles  ·  Admin →
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    Hello, 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.

  10. Archive Profiles

    After 30 years of data, and years and years of it an inarguably sloppy mess, our database needs some sprucing up. We would like to 'file away' at least a decade's worth of single-gift donors that have never, ever, ever been heard from again. Would love a way to archive entire profiles from a custom report!

    We don't to want to get rid of them (and obviously can't because of a financial transaction), but we also don't want them cluttering up search lists and mailing lists and reports etc on the regular.

    11 votes

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    5/3/2023: Profiles have a new a look with this enhancement.  Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software.  Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.

    The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed.  This summary includes an image, primary contact information, last donation date and pronouns.  With this new layout there will be an icon next to the profiles name at the header.  This will allow a User to easily identify an individual, household, or organization record.   Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name…

  11. Please fix the Copy button!!

    With the location of the copy button without a "sure you want to copy" confirmation the way you do with deletions, profiles can get copied without users realizing it. There is a message that comes up but if someone is typing they completely miss it. PLEASE add a confirmation for copying.

    9 votes

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    Hello,

    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

  12. How to bulk import information/changes to profiles without creating duplicates

    It would be awesome if the "bulk import" feature on Profiles allowed for matching to an already existing profile. That way we could bulk import changes to profiles or make multiple profiles a nonprofit or set multiple profiles as a certain type, without duplicating already existing profiles.

    GLM has this function for updating grant information, hopefully not an unreasonable ask. Thank you for all your hard work!

    2 votes

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    Hello, 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.

  13. Ability to Edit Phone Types

    I'd like the ability to Edit our current list of Phone Types. Currently category types are all in lower case and I'm not able to go in and simply capitalize our listings. I'd also like to determine which number should be the default choice - currently ours is 'main' which is fine for a big company but gets confusing for individuals. Is the main number at home or work? Is it a cell number or landline?

    Considering that I can edit Email Types and Address Types I find this restriction odd.

    4 votes

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    Hello, 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

  14. Profile Updates: Move Similar Profiles under Details

    We would not look for Similar Profiles under Engagement. We would prefer to see it under Details.

    Now I have to either open the second profile in a new tab or click back and forth between Details and Similar Engagement tabs to compare.

    I noticed that the Merge action in the left-hand column now only displays when you are viewing the Details Tab. Is your intention to place the list of Similar Profiles back on the Details Tab?

    2 votes

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    Hello,

    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

  15. Profile Update: Indicate if Primary Address / Email is "Pay" for Grantee/Vendor

    With the new profile updates, is there a way to show whether the primary address and primary email listed in the block at the top of the profile is the Pay Address / Email?

    This would be especially helpful when processing grants, scholarships and vouchers.

    2 votes

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    Hello, 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.

  16. Sort name for organizations that use (The)

    I posted this idea years ago and the feedback I received was working great but the sort name doesn't seem to be working. We are looking at applications submitted and all the organizations that use "The" are under T and not under their corresponding name.

    Thanks,

    Rossana

    6 votes

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    Hello,

    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

  17. zip codes - export drops the first zero

    When exporting to Excel, any zip code that starts with a zero (0) is automatically dropped. It would be great if this could be fixed. It would be very helpful.

    2 votes

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    Hello, 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

  18. Philanthropic Interest Type location

    Please move the philanthropic interest type to the details tab on profiles. It was much easier to see before the new implementation.

    This is on the details tab on the grantee profile, not sure why is it different for profiles.

    2 votes

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    Hello, 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

  19. Required Profile Fields - Different By Type

    It's great to now be able to require certain fields when creating a new profile. However, the fields specified apply to all 3 types - Individuals, Households and Organizations. It would be better if there was a separation of required fields. For instance, Salutation and Mailing Label might be great for individuals and households, but not for organizations. Can we get different requirements for the 3 types?

    7 votes

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    Hello, 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

  20. Profile Template

    Hi, Prospect Manager requested to design a prospect profile template, Bio, contacts, giving history, last payment, total giving, planned gift, and specific notes related to the prospect. It would be nice to have the ability to create it by choosing which section needs to be in the portfolio.

    2 votes

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    Hello, 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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