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GrantHub Pro Idea Lab

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4 results found

  1. Profile Categories

    It would be helpful to be able to either add a custom category of profiles or to be able to customize the existing categories to meet our needs. There are individuals that I want to keep track of in the database, but they don't fit any of the existing titles.

    Thanks!

    1 vote

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    0 comments  ·  Profiles  ·  Admin →
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  2. Define relationships between individual profiles and organization profiles

    The only current way to link individuals and organizations is by designating a Primary Contact. Clients need to know HOW an individual is connected to an organization, or else using the Relationships tab on a profile is not very helpful. For example, employee/employer, board member/organization, student/school, etc.

    7 votes

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  3. Quick Add Individual Profiles from Grant or Organization

    It would save time to be able to "quick add" individual profiles from the relationships portion of an organization or from the grant opportunity profiles section.

    1 vote

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  4. Duplicate/Related profiles identifier

    We need a way to quickly and easily identify duplicate or related profiles on a regular basis so that we know that ALL the data about our donors/funders is appear in one profile.

    3 votes

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