33 results found
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Create ability to attach files to a note
Ability to attach a PDF of an email (or any document) to Notes. Then full context to note is readily available to all users. If this were implemented, a note is created with coding etc. , add a one line summary followed by "see attached"
49 votes -
Outlook Plugin for CommunitySuite
Can currently copy profile ID for profiles in Little Green Light when sending emails out of Outlook and the email will automatically attach to the profile as a note. Big step backwards for them to have to manually copy and paste or attach emails to profiles in CommuintySuite.
Would really like to have an Outlook plugin that would allow them to sync emails into CommunitySuite.12 votes -
Task ID Hyperlink for Custom Reports
When building a custom task report, would like "task id" to be an active link so that tasks could be easily opened and updated from the report. This is currently available for "note id" in a custom note report, but not "task id" in a custom task report.
11 votes -
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!
7 votes -
Multiple note types on one note
Want to be able to add more than one type to a note. Sometimes the note involves two activities, we currently create two notes. One note with multiple types attached would be better. Thank you!
5 votes -
Allow bulk import of notes for journal entries.
The ability to bulk import notes for journal entries would be a great new functionality.
8 votes -
Files - Report when there is NOT a file attached (NULL)
We want to see items that do not have a file attached....specifically vouchers. We want to verify that all vouchers had documentation attached to it before discarding the paper we have. At this time, it appears a Files report only will show you items that do have a file attached but not the opposite of not having an attachment. A "null" option for files would be helpful to see those items that are missing documentation.
14 votes -
Expiry required for re-occurring tasks
Currently there is no expiry for re-ocurring tasks, you can set it up for intervals only which will continue until you remove them. At times, tasks are for a term period for example 2024-2028. Currently, in the year of 2028, you'd have to remember that the term was only 5 years and delete the task. This poses risk to process a task that shouldn't, vs having the option to input an expiry date for the task reminder to end in 2028.
3 votes -
Allow the 'Ref' field to be revised in Notes so a Note can be moved from one record to another
Allow the ability to move a Note from one profile to another or from a fund to a profile or opportunity. Currently having to copy and paste, delete and create a Note, is tedious and this functionality is often needed.
8 votes -
Minimize/Maximize file categories
We love being able to create categories for files and will be utilizing it more soon. We discovered, however, that when there are many files in a fund, it would be beneficial to minimize all fund categories and be able to just maximize the category we're looking for a file under.
3 votes -
When editing a Note, allow fund name to be removed
Allow the fund name to be deleted from a Note when editing a Note. Currently, we have to delete the entire Note and re-add the Note without the fund name so that Note doesn't appear in the Fund's Notes tab.
7 votes -
filename description
Enable an edit button for file names in the voucher area without having to unpost. Currently we have to unpost and repost then go through the approval process again.
3 votes -
note type different than task type
Can we separate Note Type and Task Type? We would love to have unique task types that are not Note Types.
2 votesWe do have many clients that label the types with N-... or T-... to more easily find task types versus note types.
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Tasks
When you add a regular task to a profile or fund, you have the option to share with others. When you add an opp task, you do not have that option and instead you must create the task, edit the task and then share with others. It would save SO much time if this feature could be added to opportunity tasks.
4 votes -
Viewing all notes for a Household profile and any members
It would be great if we had the option to view all notes for a household and any member profiles in one location. We can make a custom report for this but it involves using a filter. It would be easier for all users if there was an option to view all notes while on the Household profile.
16 votes -
Note block view and sizing s/b across full screen.
Note blocks take up too much space vertically. I think it would be better if the note block covered the screen horizontally with all the ID and date jargon on the top line followed by the note itself. Why is it so limited in the width of the box??? You would be able to see so much more if it went across the entire screen instead of only using 3 1/5 inches across the note block.
17 votes -
Alerts for Checks
When creating a note, is there a way to create an alert area for "Checks" so that way when a check or check batch is being created, all alerts for the profiles with a payment in the check/check batch can be alerted at the top?
1 vote -
bulk upload
It would be helpful to be able bulk upload a file to a batch of grants. This would speed up the grant process.
10 votes -
Select Share Document [Yes/No] when uploading a file
It would help to streamline workflow if we could edit the Share File option in the Upload File(s) window, instead of having to upload the file and then scroll down on the Fund ID and then select the option to share the file.
21 votes -
Task Email Reminder to include task description
When a task email reminder is sent from CSuite to the person the task is assigned to, can the email include the task description?
This would be very helpful.
Warm regards,
Tess12 votes
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