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37 results found

  1. Outlook Plugin for CommunitySuite

    Can currently copy profile ID for profiles in Little Green Light when sending emails out of Outlook and the email will automatically attach to the profile as a note. Big step backwards for them to have to manually copy and paste or attach emails to profiles in CommuintySuite.

    Would really like to have an Outlook plugin that would allow them to sync emails into CommunitySuite.

    4 votes

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    0 comments  ·  Notes/Tasks  ·  Admin →
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  2. 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.

    3 votes

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  3. Create ability to attach files to a note

    Ability to attach a PDF of an email (or any document) to Notes. Then full context to note is readily available to all users. If this were implemented, a note is created with coding etc. , add a one line summary followed by "see attached"

    30 votes

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  4. Allow bulk import of notes for journal entries.

    The ability to bulk import notes for journal entries would be a great new functionality.

    6 votes

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    Proposed Idea  ·  1 comment  ·  Notes/Tasks  ·  Admin →
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  5. Task ID Hyperlink for Custom Reports

    When building a custom task report, would like "task id" to be an active link so that tasks could be easily opened and updated from the report. This is currently available for "note id" in a custom note report, but not "task id" in a custom task report.

    6 votes

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  6. 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

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  7. 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

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  8. 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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  9. Individual Notes Rollup into Household

    It would be great if notes made on an individual's profile would also roll up to their household profile. It's easy to miss an important note if it was made on an individual profile and doesn't carry over. Thank you!!

    9 votes

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  10. Move Profile Notes to a different profile

    It would help if we could move notes from one profile to another. There's a Move option now but it's only to move the notes to a different designation on the same profile.

    7 votes

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  11. edit notes

    I'd like an easy way to edit a note I just created. Perhaps an "edit" button or link at the site of the note within the profile. I see that one can add Sticky or Rollup characteristics to the note but I don't see how to edit it without having to leave the profile.

    3 votes

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  12. Permissions: Notes/Tasks Type Permissions

    Notes/Tasks Type need to have its own permissions, different from Opportunities! I want users to be able to create a new Opportunity, but not to create a new Note/Task type. But there is no way to separate the two right now. Not sure why these are linked in the system, anyway.. Notes/Task should be their own section within the system.

    7 votes

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    0 comments  ·  Notes/Tasks  ·  Admin →
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  13. Viewing all notes for a Household profile and any members

    It would be great if we had the option to view all notes for a household and any member profiles in one location. We can make a custom report for this but it involves using a filter. It would be easier for all users if there was an option to view all notes while on the Household profile.

    9 votes

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    0 comments  ·  Notes/Tasks  ·  Admin →
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  14. Bulk complete tasks

    From the task list, you should be able to mark all or multiple tasks complete, similar to how you can do so with the "Approve All" feature in the grants bucket.

    2 votes

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    0 comments  ·  Notes/Tasks  ·  Admin →
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  15. Notes Custom Report filtered by profile Ids

    Hello,
    I hope you can boost the search of specific profiles in the notes report. The only option we have now is "Ref id" which allows us to add profile ids between "minimum to maximum or between a range. Another option will be if we can filter by the "Ref Name" field for specific profile names.
    Thank you.

    9 votes

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    0 comments  ·  Notes/Tasks  ·  Admin →
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  16. Allow administrators to see tasks created by all users

    Give system administrators the capability to see tasks created by all users, not just the ones they've created.

    9 votes

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    1 comment  ·  Notes/Tasks  ·  Admin →
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  17. Send Email to Users when New Note is Added

    It would be great if when adding a new note, you could choose users to send an automated email to about the new note. I know there is auto-email functionality within tasks, but if something similar could be added to notes as well, that would be great. Thanks for considering!

    9 votes

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  18. May Note Update

    With the new profile update, when you post or edit a note when you hit save it goes back to the main details tab. Would be good for when you click save to stay on the notes page. Same if you are unclicking sticky for the note it takes you back to the details tab after an action has been done.

    10 votes

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    3 comments  ·  Notes/Tasks  ·  Admin →
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  19. Note block view and sizing s/b across full screen.

    Note blocks take up too much space vertically. I think it would be better if the note block covered the screen horizontally with all the ID and date jargon on the top line followed by the note itself. Why is it so limited in the width of the box??? You would be able to see so much more if it went across the entire screen instead of only using 3 1/5 inches across the note block.

    16 votes

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    2 comments  ·  Notes/Tasks  ·  Admin →
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  20. Task Email Reminder to include task description

    When a task email reminder is sent from CSuite to the person the task is assigned to, can the email include the task description?
    This would be very helpful.
    Warm regards,
    Tess

    11 votes

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    0 comments  ·  Notes/Tasks  ·  Admin →
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