48 results found
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Expand capability of "add note to CSuite" Outlook integration
Thank you for creating the Foundant for Outlook add-in with the "add note to CSuite" feature! I would love to see the "add note" function expand to include profile Opportunities. We encourage our staff to use the opportunities area to document many types of communications, so it would be great for us to have the option to use the Outlook add-in to create a note within an existing profile opportunity when an email is sent or received (maybe this could be an option nested under the existing profile search?).
90 votes -
note type
Could we make Note Type mandatory? Currently, anyone can create a note within the system, and leave the Note Type blank. In terms of reporting, having Note Type filled in is key.
7 votes -
Better Notes layout in Reports - include carriage return
When note text is output in reports it loses all carriage returns. This makes it rather difficult at times to read notes that have been laid out in a specific manner.
17 votes -
Ability to edit "Who" when first entering a note
When entering a note for another individual, it would be great if the "Who" was an option to change when entering the note. Currently I have to enter the note, then edit the note to change the "Who." Thanks!
7 votes -
Show completed tasks in profiles
Show completed tasks in Profiles - resurfaced from 2021 archived idea submitted...
It would be VERY helpful to see completed tasks associated with a profile.
Regular communication with donors and fundholders do not always fall into an opportunity so having a record of communication in the profile is very important. We need to be able to look at a donor profile and see that they have or have not received calls or emails or other actions.
I should also be able to see all activity for that profile in one place, whether it's a note, a task or a transaction.…
18 votes -
rhondap@lcf.org
Provide option to move a note that is in a profile to an opportunity that is also in the profile. Currently we have to manually move notes if a note is mistakenly added to the profile rather than the opportunity.
9 votes -
Expand Notification - Tasks and Notes
Currently the only notification related to tasks and notes is the notification that is sent to a user when they are assigned to a task that they do not own. If I add myself to a task I am creating, I would not receive an email.
It would be nice if the creator and anyone that the task is share with could receive a notification when any notes are added by the user that the task is assigned to.
4 votes -
Add file Share Options
Currently, when a file is shared, it's only shared to the Fund Advisor Portal. We would like to see some file sharing options where we can choose where we would like to share the file to, and allowing to share to multiple areas. For example:
1. Share to Advisor Portal
2. Share to Grantee Portal
3. Share to Donor Portal
4. Share to Fund Profile
5. Share to ProfileWe have started to send Welcome Letters from Opportunities. When we share the auto attached welcome letter, we would typically share this on the Advisor Portal and the Fund profile.
This…
3 votes -
Copy Note to an Opportunity
With the new note copy function, it would be great to include opportunities as one of the types of records a note can be copied to.
4 votes -
pbassil@cfpbmc.org
Move Note Feature — Currently, we can move notes from one tab to another. Would it be helpful if we could also move a note from one profile to another?
6 votes -
Bulk reassign tasks
We would love the ability to bulk update tasks. I am looking at a report with unique IDs and 150 tasks to manually reassign to a current staff person.
I see this idea was proposed previously and archived, so I'm posting fresh to hopefully gain some new interest in this idea. Thanks!
11 votes -
Future Opportunity Tasks appear on Profile
When trying to see a full picture of a donor and upcoming tasks, it would be nice to see future Opportunity tasks on the profile. Right now, I have to open the Opportunity to see if there is a future task set (or search All Tasks) and it would be nice if it were just to appear on the profile as a future task.
5 votes -
tasks
It would be great if tasks could be viewed directly from the profile. Right now you have to click through a lot of places to see tasks. It would be great to have tasks that are not related to an opportunity which is currently not possible. We end up using notes a lot because it is so much more visible from the profile.
5 votes -
"Add File" option when creating a Note
Not too long ago they have us the ability to add a file to a note - this is super helpful because we can often attach email correspondences without junking up the "Files" tab with so many attachments.
HOWEVER - you can only "Add File" AFTER you post the note. So many staff members have forgotten that option is available now. Please put the Add File Option to the Add Note screen so we can attach at note creation.
Thank you!
6 votes -
notes
It would be great if when adding a new note, you could add it to a household as well as individuals within the household. Or add multiple people onto one note.
8 votes -
Add Note ID to Global Search
We schedule weekly custom report emails to all staff. This report includes Note ID. If a note refers to an attached file, having the ability to jump into Global Search to bring up the Note ID would be a time saver for all staff.
5 votes -
task due date
Add / Create Task - can the due date default to today's date, keep option to change date? A lot of tasks are done for daily activities, so why not save time for the due date?
3 votes -
Allow for the specification of 'Note Type' when using Foundant for Outlook Add-On
Foundant for Outlook is a great App but it doesn't allow for specifying a Note Type which is important for our internal reporting. Please add the option to specify the Note Type when using Foundant for Outlook.
8 votes -
Add the field 'Who' with dropdown options so a different staff person can be indicated in lieu of the person entering the note.
Allow for a staff person to indicate a different staff person in a 'Who' field when entering a note instead of auto populating this field with the person who is logged in.
15 votes -
Alert or Task Pop-Up Reminders
It would be very helpful if you could set a pop-up reminder for a task or alert that automatically popped up when you log into the system on the date that the reminder is set for.
9 votes
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