Show completed tasks in Profiles
Similar to this idea that has been implemented (http://idealab.foundant.com/forums/597718-communitysuite-idea-lab?query=completed%20tasks) it would be VERY helpful to see completed tasks associated with a profile.
Regular communication with donors does not always fall into an opportunity so having a record of communication in the profile is very important. I need to be able to look at a donor profile and see that she has received 2 phone calls and a fund report this year.
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. That should all live in the profile. Obviously, right now I will see tasks assigned to the profile when they are not completed, but once completed I can't see any task info in the profile.
Aaron
shared this idea
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Nancy Brown
commented
Yes! I was shocked to discover this was happening when I first started using CSuite. I now have a clunky way to manage it through creating "opportunities" that are just a holding place for my tasks and notes.