53 results found
-
Opportunity Task Notes Should Display in Fund Notes Tab When Fund is Selected
Currently, when creating an Opportunity Task Note, users can associate both a Profile and a Fund with the note.
The note does display in the Notes tab on the associated Profile
However, the note does not display in the Notes tab on the associated FundThis creates an inconsistency in how notes are surfaced across related records.
Suggested Enhancement:
-When a Fund is selected on an Opportunity Task Note, the note should also appear in the Notes tab of that Fund
-This would mirror the existing behavior for Profiles and create consistency across the systemWhy This Matters:
-Improves visibility…1 vote -
@mentions
Please consider adding the ability to @mention team members to easily keep them in the loop of activity.
2 votes -
Opportunity Notes - Make Custom Field(s) reportable
With the addition of custom fields to Notes, we know the custom field is available for use in regular Notes and Opportunity Task Notes, as well as available on Opportunity Notes. The custom field appears as a reportable field in custom reports for Notes and Opportunity Task Notes but NOT for Opportunity Notes. My assumption is the custom field should show on the Opportunity Note report based solely on the objects being used in that report (i.e. Opportunities and Notes). Can the custom field please also be connected/available for the Opportunity Notes?
10 votes -
attach files
in some areas of CSuite when you click "Attach File" you are given the option to check a box that says "External", however other areas such as vouchers that check box is not available.
As a user I would like the option to attach external links in all areas where "files" would be attached, this would allow my team to link to our Sharepoint rather than saving in Sharepoint and in CSuite.1 vote -
Connected Profiles in Notes
While there is the current ability to copy (duplicate) notes, it would be extremely helpful to have a Connected Profiles field, just like we are able to do with Opportunities. That way, if a note needs to be updated/edited, all connected profiles will show the update/edit. As of now, we'd have to find all copies of the note and update/edit each one separately.
5 votes -
Task Description Field
Can the task description field be a long text field instead of a short text field? Also would be great to make this a rich text field so we can add bullet points. We like to create a general task with more information on what is needed to complete the task.
4 votes -
task email
Task Email Reminder to include task description (re-open archived idea)
The description is included with a completed task notification, so reason stands the system should also be able to include it in a task email reminder - this would greatly improve task management utility and integration with outlook/Microsoft365 tasks.
5 votes -
Track tasks using a Kanban Board
It would be very helpful to create a Kanban board for ALL tasks with the ability to sort by status, who is assigned, priority, task type, due date, etc. This will help assignees to stay on track and leadership to see what everyone is working on.
1 vote -
Tag More Than One Fund in a Note
It would be very helpful to be able to tag multiple funds in one note. Internally, we put notes on the fund advisor/donor profile and tag the note since we cannot do it the other way around. Would it be possible to tag multiple funds in a note, so we do not have to create duplicate notes on multiple funds profiles.
15 votes -
Sub Category option for Files
The category function is great for organizing files but we would like to provide more organization by having sub categories. Like a main category would be Finance and sub categories would be documents finance would be concerned with such as W9s. Thank You cards would be a Donor sub category. etc.
4 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.
6 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…
6 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.
6 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.
11 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 -
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!
10 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.
8 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.
6 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 -
Adding/Editing Notes on Event tickets manually
We are collecting information in a Notes Field on an event which is working when a patron fills it out online. but we have no way to add this note when entering a ticket manually or if a note needs to be updated. Please make this field available in the back office.
2 votes
- Don't see your idea?