9 results found
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Alerts for Checks
When creating a note, is there a way to create an alert area for "Checks" so that way when a check or check batch is being created, all alerts for the profiles with a payment in the check/check batch can be alerted at the top?
7 votesSUMMIT IDEA LAB: 5/7/2024- Notes: Added the ability to add a Note Alert for Checks. This will allow users to create an alert to appear during the check writing process. When creating a check batch from Accounts Payable, users will see the alerts above the Pay selection table. This will allow users to confirm any special request before processing checks in batch. When processing a single check, the alert will appear at the top of the individual check record. No permission change.
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New Profile Look/Notes
With the new look of Profiles, we're suggesting that the Notes Tab have some kind of notification to alert you that a note or notes exist. It used to be readily visible below. Now you're forced to open every single tab to get an accurate account of the profile. Maybe show a number on the tab of how many notes are there or possibly change the color of the tab to alert someone to check the tab.
15 votesThere is now a (#) in parentheses when a note (or file) has been added.
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delete closed tasks
Ability to delete a closed task -- if you enter a task on the wrong record or attach it to the wrong opportunity and don't discover it until after it's been closed, you cannot delete it or transfer it to the appropriate opportunity or get rid of it altogether.
10 votes9/11/2023: Tasks/Opportunity Tasks: Added the ability to edit completed tasks. Users will now see Edit as an option in the left hand menu on a Completed Task. No Update to Permissions.
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Release Note/Task Notification
It would be great if the notification for release notes and tasks were different. Maybe a different color for a task or a release note? Or a different location for these 2 notifications? It's hard to pay attention to "red box" for tasks when the box is red every single day because of release notes.
4 votes -
Build out Note reporting.
We use notes to track donor, professional advisor, and grantee interactions. The current reporting includes a ton of "employee" fields but no biographical/name/etc. fields for the associated profile, forcing us to analyze the data entirely in excel.
9 votes -
edit completed task
Should be able to edit a completed task.
16 votes9/11/2023: Tasks/Opportunity Tasks: Added the ability to edit completed tasks. Users will now see Edit as an option in the left hand menu on a Completed Task. No Update to Permissions.
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Alerts on notes
Could an update be made to allow users to add note options? For example, it would be good to add "Communications" as one - eg, "See Steward" or "See Director", or "Planned Gift" etc.
3 votesHere is a link to the article that explains how to create different note types: https://support.foundant.com/hc/en-us/articles/4404659597975
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Note Alerts for Grants
It would be great if we could make notes into alerts on grant records as you can in other areas of the software. There are often special things to be aware of relating to a certain grant, so the alert feature would be really helpful for staff to be able to immediately identify a potential issue when opening a grant. Thanks for considering!
5 votesNote alerts are currently
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bulk delete notes
It would be great to have the option to bulk delete notes in profiles, either by content contained in the note, or by person who created the note. Thank you.
7 votes
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