notes
Would like to see notes to be able to be categorized by note type, same as attached files are separated by category.
Kelly Knoke
shared this idea
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Kathryn Dennis
commented
Please format the notes section in a table/spreadsheet so they can be sorted by columns, and enable us to see more information at a glance.We scroll FOREVER on some profiles that have a lot of historical notes. A search feature would be nice, too! Our Foundation has entered important information on calls on and about our donors, nonprofits, and professional advisors for years. It makes it much easier when new staff members join the team to learn about our relationships. We would appreciate a more robust feature in Foundant around this important process. Thank you very much!
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Julia Wood
commented
I would love for all of the notes section to be formatted in a table/spreadsheet where we could sort by columns and see more information at a glance. I end up scrolling FOR DAYS on some profiles that have a lot of historical notes. A search feature would be nice, too!