140 results found
-
Add Indicator on Profiles to identify them as having been created by Import Donations Tool
Add indicator on profile records that indicates the profile was created from the import donations tool. Allow this field to be filtered on in reports. This will help greatly in identifying duplicate profiles created by imports.
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.
-
allow inactive and activate of profile from left menu
Add the option to Activate and Inactivate a Profile from the left menu without having to edit the profile to check, or uncheck, the 'Inactive' field. There are often times where we need to activate a profile to correct some information then inactivate it. This process is tedious when it requires us to edit the profile each time this status changes.
9 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.
-
Tracking Updates to Profile Addresses, Phone Numbers, and Emails
Make the ID numbers of profile addresses, phone numbers and email addresses visible on all profiles. This would allow the log data for address/phone/email updates, additions and deletions to be better understood and would allow address, phone and email IDs to be filtered on in reports.
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.
-
Profiles: Allow edit of profile phone types
Allow for adding and revising of Phone Types as is allowed for Email and Mailing Address Types.
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.
-
Inactive Emails should not display as a selection in email functionality or anywhere!
I marked an email inactive and then updated the current email as Primary. When I go into the email function from the left menu bar, I still have the Inactive email address as the first option in the email dropdown. What is the point if having an email marked Inactive, if it still shows up in the functionality? And, the user has to go back to the profile to determine which one is the Primary/active one. At the very least, can you mark the inactive email with "Inactive" ?
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.
-
Expand Pronoun Options
Recently I added a new record of a woman who's pronouns were listed on her website as She/Ella because of her Mexican heritage. Foundant gave me an error message that it is an 'invalid' option. I thought this box allowed us to type any text but I was wrong. Can this box just be open text like other fields in Foundant? This would be more culturally and generally inclusive.
9 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.
-
Delete email and phone numbers from Edit Mode
We need a delete button in Edit mode on profiles, so that you can delete an old phone number or email. Right now, you have to clear the field and click save, but I have found that doesn't even work. The old phone number still displays, so I then have to click delete from the main page. If you are in edit mode, you should be able to delete with one button.
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.
-
Deactivate Org Role Entry
It would be very useful if we could deactivate org roles that are no longer needed. For example, we track our committee members using the Org Role. Committees have ceased to exist in the past, and new committees have been created. We would like to keep our historical data regarding profiles that were assigned a previously existing (but no longer) committee Org Role. If we did, we could query up members of a historic committee, but that committee Org Role wouldn't be available to select anymore for the Org Role and our list of Org Roles would be much more…
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.
-
Donor Name Pronunciation Box
Adding a phonetic spelling box or a voice recorded memo to document the correct pronunciation of donor names.
8 votesThis can be accomplished with a custom field on the profile...
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
-
profile type - display in main profile area
Display Profile Type in the main profile information, not under Relationships. The profile type is one of the most important pieces of information when contacting donors, but is currently hidden under 'relationships', so one must remember to click there to see that information. Our team thought that the attributes previously assigned were gone, but it seems they've just been hidden. While I now know where this information is, it's still not easy for those who do not use CSuites every day to find the information.
12 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.
-
Profile Type descriptions
It would be helpful if there was a description field that would allow us to further define a profile type to ensure there is clarity within the organization on what that type means to us.
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.
-
Adding an Indicator Flag to Note the Date of Last Review
Would it be possible to add an indicator flag on the donor's profile so we can note the date that their personal/contact information was updated last? This would be useful for us to know if the contact information/preferences that we have on file is outdated, and whether we should ask to verify email/phone number/address during our next touchpoint with the donor.
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.
-
Profiles: Move Similar Profiles to the relationship tab
Place "Similar Profiles" under the Relationship Tab of a profile record rather than having it under the Engagement Tab. I think Similar Profiles has more to do with Relationships and in my opinion, it is not part of an engagement.
9 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.
-
Link the Contact Person field on NonProfit designation to the Contact Field on Organization profile
The Contact Person field on the Nonprofit Designation should be linked to the (Primary) Contact Field on the associated Organization profile. This way, when one of the fields is changed, the other is updated automatically with the most recent contact information.
Currently, changing the Contact Person field on the NonProfit designation does not automatically update the Organization profile and requires the update to be done in two places which is redundant.
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.
-
Automatic Birthday Emails
Our organization would like to input a generic birthday email template into Community Suite that automatically populates donor info on their birthday and sends to the donor.
9 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.
-
address type - apply to all linked profiles
When you add or update the Address Type (Home, Work...etc.) why does this delineation not change when it asks if you want to change this on other linked profiles with the same address? It is very inefficient to update a household address and add 'home' as the address type, check the boxes hoping it gets labeled as such, only to go back in and see the address type is blank but the address has been updated. Can the address type be updated with the "update checked profiles with this change" option too. This affects reporting when you want to sort…
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.
-
Bulk add "student" designation for existing profiles
It would be helpful to bulk add "student" designation from a student scholarship recipient profile type. Prior to adding SLM, we used a profile type to be able to sort them and add to the annual scholarship banquet campaign/event. Currently, there is no way to migrate previous profiles who were students (with a scholarship profile type) to have the "student" designation.
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.
-
Show "Deceased" in Profiles/Funds related to a deceased profile.
Currently when a profile is marked as deceased, this does not show up on the profiles and funds that have been linked to that profile so without clicking into the profile there is not an easy way to know that the profile is marked as deceased. Would really like to show "deceased" next to the profile name on the profiles and funds linked to the deceased profile.
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
-
Only show global search results once
Global search should only show records once. Currently, it seems that a Profile record can potentially be shown twice: once if there's a hit on name field, and again if there's a hit in the legal name field. Showing records twice has always confused me, and other users I've talked to. Please only show Profile records once per search.
Imagine if you searched the phrase "taylor swift" and her one wikipedia page were returned multiple times in search results, one for every time the phrase "taylor swift" appeared on the page. Makes no sense.
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.
-
Title and Org in Address Block
We have a lot of profiles that we mail for different reasons and therefore send to different address types (home vs. business). It would be useful to have a space to include the individuals title and organization name in the address block for business addresses. Right now we are de-duping and doing a lot of external clean up (in excel) to remove the title and organization name from individuals using a home address.
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.
- Don't see your idea?