34 results found
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Task, Send Calendar Invite ability to set a time of day
When you create a Task and click the check box to "Send Calendar Invite", the person assigned to the tax receives an invite to add to their calendar but it does not have a way to easily choose the time of day for the appointment/task. It would be great if you are scheduling a task to meet with someone you could set the time of the calendar invite. Right now they show up as an entire day entry on the calendar. It's not helpful when scheduling.
You also don't have an option to accept your own calendar invite. So if…
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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Note Fields Available in Grant Report and Buckets
It would be really helpful if I could filter by note type in grant reports and grant buckets. We have grants that need to be flagged for additional due diligence. I have added the Note field to my report, but I have to scan through them all to see why there is a note as I do my follow up.
1 voteHello,
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4 votes
Hello, 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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Include notes field in grant reports
In preparing annual reports, news releases, or other communications collateral about our grants, it would be great if the notes field, where we store the summary of what we are funding, could be a filter on the reports. The description field is merely what's on the check stub and for our records; the notes field contains what the organization will do. If there is no way to export this, we're adding hours, at least a full day, in which someone will have to compile that information and make it useful for our one-person communications team - or that one person…
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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System Generated Notes
We are spending time each week going back and reviewing and copying over the System Generated Notes that come from donor notes/special instructions in Stripe. This means taking several steps to manually copying them over to the Donation Transaction so that they show up on the donor portal. It is the only way we can ensure that donor intent is carried over for our advisors to see in the donor portal. It can take a long-time during heavy volumn times like year end.
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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Notes in closed opportunities
There are times when a closed opportunity requires an update; it would be nice to be able to add a Note to this closed opportunity without having to reopen the opportunity and change the closed time stamp.
An example of this is when a fund holder would like to update their fund agreement perhaps with a new name or a new After Lifetime Directive. We want to track this process, but it is not a NEW opportunity. Currently this requires us to open a closed opportunity, add a new Note about the update, and then reclose. The timestamp then creates…
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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private notes for each user
It would be nice to have the ability to mark a note "private" so that it is visible only to the user who entered it. This would be helpful if someone wants to remember something that should not necessarily be visible to all staff.
3 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 "who" when generating a new note
Add the "who" field when generating a note. Have it auto fill with the person entering the note, but give option to change to another person if need be. Right now to change this information, you have to edit the note, click to edit and then change.
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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Make Notes on Behalf of Someone Else
Assistants should be able to make notes on behalf of their supervisors who have made the contact with a donor, without having to go through the additional step of editing the note and then changing the "Who" box. Allow that to be something that is set from the beginning, the same as the date or type of note is. Executive, donor services, program, and assistants of all other types throughout the user community who are regularly inputting notes for their supervisors will thank you!
17 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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Move notes among profiles: indiv, household, organizational and funds
Hi, just discovered the "move" feature on notes when trying to easily move a note from an indiv to an organization. I discovered that the "move" feature doesn't work the way I would expect, as it only permits the move among the different areas of a single profile. I would prefer more flexibility, to move notes to a different profile and profile type. Bonus if we could attach a note to more than one profile type and one fund at at time :-)
10 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 Notes on Opportunity
When we trying to see the full picture of an opportunity it would be nice to see the Profile Notes on this page. Opportunity Notes show up on the profile page, I would like to see profile notes on the opportunity page. Or possibly notes could be tagged to appear in opportunities and/or profiles.
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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Assigned tasks need to show the profile name please
In 2019 there was a similar idea that is flagged as implemented, but I don't think it has been, or I don't understand (http://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/36504151-profiles-with-assigned-task#comments).
What we need to be able to see is the Profile related to a task when we are looking at any task list, but this page is one example: /erp/me/task
The table on this page shows due date, type, description, assigned to, created by, shared with and shared by. In my opinion the most important field is Profile so that I can see who my task is about. Otherwise I have to put the…
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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Event ticket notes
Add the option in event/campaign ticket sales for an attendee to put in a note.
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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Add note to profile list more than one fund
When adding a note to a profile and selecting the fund name, add the ability to include more than one fund. We find that many times one person is connected to multiple funds.
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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