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
Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
-
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!
-
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!