Show completed tasks in profiles
Show completed tasks in Profiles - resurfaced from 2021 archived idea submitted...
It would be VERY helpful to see completed tasks associated with a profile.
Regular communication with donors and fundholders do not always fall into an opportunity so having a record of communication in the profile is very important. We need to be able to look at a donor profile and see that they have or have not received calls or emails or other actions.
I should also be able to see all activity for that profile in one place, whether it's a note, a task or a transaction. That should all live in the profile. Right now we see tasks assigned to the profile when they are not completed but once they've been completed, you can no longer see any task information in the profile.
Kasie Merical
shared this idea
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Thank you
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Taylor Davis
commented
Agree with what others have said. This would be a huge quality of life improvement.
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Rachael Ripps
commented
I agree that this would be very useful. Perhaps all of this could live under a tasks tab.