Opportunity Tasks Notes Need to Show Up on the Fund
When marking an opportunity related task "done" and subsequently adding a note, the note shows up on the profile of the household and/or individual, but not on the fund profile DESPITE the fund field being specified. In normal notes, if you make a note in a profile and add the fund, the note will show up under the fund, too. This does not happen with the opportunity task notes, which is not efficient or streamlined. It would greatly enhance opportunities if the task notes show up under the fund designated in the notes, just like normal notes.
Julia Lucas
shared this idea
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Jillian P.
commented
Would love for this to be addressed. The prompt on the note within the task states that if a fund is selected, the note will be visible when viewing the fund, but it is not functioning that way. We use TASKS within the OPPORTUNITY for our moves management. Having the ability to share a note to a fund that is attached to a task would streamline the process and would make internal communications between donor engagement and development much more efficient.
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Lindsey Cross
commented
Opportunity Tasks Notes Need to Show Up on the Fund
When marking an opportunity related task "done" and subsequently adding a note, the note shows up on the profile of the household and/or individual, but not on the fund profile DESPITE the fund field being specified. In normal notes, if you make a note in a profile and add the fund, the note will show up under the fund, too. This does not happen with the opportunity task notes, which is not efficient or streamlined. It would greatly enhance opportunities if the task notes show up under the fund designated in the notes, just like normal notes. -
Julie
commented
We would need this to be optional or ask that it not be added. We use opportunities with profiles and absolutely do not want all opportunity notes showing up on the Fund. That would clutter up our Fund notes. If all our opportunity notes showed up on the Fund the opportunity function would become unusable for us.
