33 results found
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bulk upload
It would be helpful to be able bulk upload a file to a batch of grants. This would speed up the grant process.
10 votes -
Allow bulk import of notes for journal entries.
The ability to bulk import notes for journal entries would be a great new functionality.
8 votes -
Allow the 'Ref' field to be revised in Notes so a Note can be moved from one record to another
Allow the ability to move a Note from one profile to another or from a fund to a profile or opportunity. Currently having to copy and paste, delete and create a Note, is tedious and this functionality is often needed.
8 votes -
Capacity to tag additional profiles in notes
Capacity to share notes between profiles would be awesome.
Example 1: Fundraising visit with a particular business. Visit notes could go on the business profile, but the note could "tag" additional profiles, such as the business staff members present at the meeting.
Example 2: We utilize notes to capture obituary information. Family members could be "tagged" on the note in order to share the information across profile records, rather than repeating the obit note several times. One entry, several tags = awesome!
7 votes -
When editing a Note, allow fund name to be removed
Allow the fund name to be deleted from a Note when editing a Note. Currently, we have to delete the entire Note and re-add the Note without the fund name so that Note doesn't appear in the Fund's Notes tab.
7 votes -
Multiple note types on one note
Want to be able to add more than one type to a note. Sometimes the note involves two activities, we currently create two notes. One note with multiple types attached would be better. Thank you!
5 votes -
Expiry required for re-occurring tasks
Currently there is no expiry for re-ocurring tasks, you can set it up for intervals only which will continue until you remove them. At times, tasks are for a term period for example 2024-2028. Currently, in the year of 2028, you'd have to remember that the term was only 5 years and delete the task. This poses risk to process a task that shouldn't, vs having the option to input an expiry date for the task reminder to end in 2028.
4 votes -
Tasks
When you add a regular task to a profile or fund, you have the option to share with others. When you add an opp task, you do not have that option and instead you must create the task, edit the task and then share with others. It would save SO much time if this feature could be added to opportunity tasks.
4 votes -
Minimize/Maximize file categories
We love being able to create categories for files and will be utilizing it more soon. We discovered, however, that when there are many files in a fund, it would be beneficial to minimize all fund categories and be able to just maximize the category we're looking for a file under.
3 votes -
filename description
Enable an edit button for file names in the voucher area without having to unpost. Currently we have to unpost and repost then go through the approval process again.
3 votes -
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?
2 votes -
note type different than task type
Can we separate Note Type and Task Type? We would love to have unique task types that are not Note Types.
2 votesWe do have many clients that label the types with N-... or T-... to more easily find task types versus note types.
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Notes
We are having difficulty tracking and following up correctly with "Notes" that donors add when requesting a grant. The Notes are at the bottom of the page and do not follow the grant through the process. There is also "alert" that a donor has added a note. It would also be great to be able to include any Notes in Grant Reports or reporting in general.
1 vote
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