Opportunity Task Notes Should Display in Fund Notes Tab When Fund is Selected
Currently, when creating an Opportunity Task Note, users can associate both a Profile and a Fund with the note.
The note does display in the Notes tab on the associated Profile
However, the note does not display in the Notes tab on the associated Fund
This creates an inconsistency in how notes are surfaced across related records.
Suggested Enhancement:
-When a Fund is selected on an Opportunity Task Note, the note should also appear in the Notes tab of that Fund
-This would mirror the existing behavior for Profiles and create consistency across the system
Why This Matters:
-Improves visibility of stewardship and relationship activity at the Fund level
-Ensures important context isn’t siloed only to Profiles
-Creates a more complete view of interactions tied to a Fund
Mark Bejcek
shared this idea