99 results found
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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
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Inactive addresses - don't generate mail
Unfortunately I don't believe this is a new idea, but the past ideas that were similar were archived so I'm taking another stab at submitting this idea.
In instances where the Primary address of a donor is marked as inactive, I would like tax receipts not to generate to mail to those locations as it is wasting postage and time.
I chatted with help today and they suggested marking those receipts as already sent, but that would mean having to click into every profile to see if their address is active then going through the list of donations to mark…
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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Household profiles - two birthdates
I would like the option to add birthdays to a Household profile that contains two individuals (typically a couple) who want to be recognized as one entity.... without needing to create two individual profiles.
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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create profiles from guidestar
When creating a profile from Guidestar, please do NOT add all the 990s and such to the files tab. That info is not needed inside our system and just creates stuff we have to sift through to find and attachments that we actually need.
If you can't change that - please make it possible to easily delete those files in bulk when a profile is created.
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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Maiden name on profile
We would like a box for maiden name on a profile. This way we can track name changes - especially if someone received a scholarship under their maiden name but has since changed their name to marriage. Another option would just to add a box that says "other names." This would cover other types of name changes as well.
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.
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Do Not Mail profile, yet Mail when vendor
Is it possible to have Do Not Mail for profile in donor mode, but Mail in vendor mode.
Some of our profiles do not wish to receive general mailouts but we still need to be able to cut a cheque using their address.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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categories
I would like to be able to have categories or different tables for my different types of Profile Types. We like to slice and dice the different segments of profile types for board, fundholders, prospects, professional advisors, etc. and that makes for multiple different profile types for each category.
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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Add additional steward
Our staff would like to be able to assign more than one steward to a profile. We've created a custom field but that field isn't part of the built-in Steward functionality.
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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profile type default filter includes deceased
When you "list profiles" included in a Profile Type the view defaults to pull in this filter- "Deceased: Yes, No".
Support told me there is no way to turn this off the default view, we have to delete it each time. Nobody wants a category list to pull deceased profiles automatically! Please remove this default.
Profiles>Profile Type>Select a Profile Type>List Profiles
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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Email bulk receipts even if a profile doesn't have a primary email
Email bulk receipts with a custom message even if a profile doesn't have a primary email set up. Rather than stop the email job entirely if no email is on a profile, run an exceptions report so we can correct profiles that do not have a primary email set up.
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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Fixes to similar profiles
Profiles that are already linked to a household profile should not show up as a similar profile.
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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Allow option in 'Search' to only show active profiles
Add an option in the 'Search' functionality to specify 'only show active profiles'. Many times, we don't want to see inactive profiles and they are cluttering the dropdown options when matching on a name.
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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Show primary email on household in relationships
It would be nice to see, for those profiles in a household with more than one email, which email is Primary when viewing the relationship tab. Right now, to see the Primary email, we have to open the profile to see which one is tagged Primary. It would be nice to see the Primary without opening the profile.
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 Merge - search by Profile ID and include Profile ID in search results
When merging profiles and searching for the other profile to merge into, it would help if we could search by profile ID and for the search results to include the profile ID as part of the listing.
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.
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org roles
From the profile "relationships" tab, show the active status or end date on any associated org roles. Currently, if you're looking for relationships you'd have to click on each org role to ensure it still applies.
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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Tabbing when creating or editing profiles
When creating or editing profiles, I'd rather use my keyboard to tab through the fields rather than clicking with my mouse. I'd like to have the ability to tab through the left side, then the right side of the profile followed by the address, emails, etc. It makes more sense to tab down from Work Org to Work Title rather than tab to the right from Work Org to Pronouns as those are similar fields (for example).
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 Org Contact to Profile Import
Would like to be able to add "contact" and "contact title" when using the bulk profile import to add organizations to CSuite. Currently, to do this in bulk, a profile import needs to be completed, then a bulk update for names to add the org contact name and title. It would be great to do this all in one step. Thanks for considering this!
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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Zip code auto-fill
This has been posted a few times and archived. Can we please have the auto-fill back for the city and state when you enter a zip code. This saves so much time (and spelling errors). And if the zip code does not match the city you want, just be able to edit it right there. That was always an option.
I am currently entering over 100 profiles into our system from a fundraiser we just had and the auto-fill would save me SO much time!
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.
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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.
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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Allow references to profiles in 'Similar Profiles' section under Engagement tab to be deleted
Some profiles listed under 'Similar Profiles' in the Engagement tab are not related to the profile record. Allow removal of profile links listed in 'Similar Profiles'.
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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