Capacity to tag additional profiles in notes
Capacity to share notes between profiles would be awesome.
Example 1: Fundraising visit with a particular business. Visit notes could go on the business profile, but the note could "tag" additional profiles, such as the business staff members present at the meeting.
Example 2: We utilize notes to capture obituary information. Family members could be "tagged" on the note in order to share the information across profile records, rather than repeating the obit note several times. One entry, several tags = awesome!
15
votes
Leeann Wright
shared this idea
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Mackenzie Ritchie
commented
Agreed - this is a critical function for development officers to take efficient contact notes on multiple profiles, fund records, and opportunities as well.