Build out Note reporting.
We use notes to track donor, professional advisor, and grantee interactions. The current reporting includes a ton of "employee" fields but no biographical/name/etc. fields for the associated profile, forcing us to analyze the data entirely in excel.
9
votes
Kait Balsewicz
shared this idea
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Lyndsey Thompson
commented
Agreed. We need to be able to pull notes from visits with grantees, but can't filter based on the type of profile we need to do this.