50 results found
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Expand capability of "add note to CSuite" Outlook integration
Thank you for creating the Foundant for Outlook add-in with the "add note to CSuite" feature! I would love to see the "add note" function expand to include profile Opportunities. We encourage our staff to use the opportunities area to document many types of communications, so it would be great for us to have the option to use the Outlook add-in to create a note within an existing profile opportunity when an email is sent or received (maybe this could be an option nested under the existing profile search?).
68 votes -
Better Notes layout in Reports - include carriage return
When note text is output in reports it loses all carriage returns. This makes it rather difficult at times to read notes that have been laid out in a specific manner.
15 votes -
Bulk reassign tasks
We would love the ability to bulk update tasks. I am looking at a report with unique IDs and 150 tasks to manually reassign to a current staff person.
I see this idea was proposed previously and archived, so I'm posting fresh to hopefully gain some new interest in this idea. Thanks!
8 votes -
notes
It would be great if when adding a new note, you could add it to a household as well as individuals within the household. Or add multiple people onto one note.
8 votes -
Allow for the specification of 'Note Type' when using Foundant for Outlook Add-On
Foundant for Outlook is a great App but it doesn't allow for specifying a Note Type which is important for our internal reporting. Please add the option to specify the Note Type when using Foundant for Outlook.
8 votes -
Add the field 'Who' with dropdown options so a different staff person can be indicated in lieu of the person entering the note.
Allow for a staff person to indicate a different staff person in a 'Who' field when entering a note instead of auto populating this field with the person who is logged in.
16 votes -
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.…
9 votes -
Custom Field on Notes
It would be great to create custom fields on notes. This way we can add additional tracking and reporting to those notes rather than creating a long list of types or ensuring that people put specific words in their notes. For example, tracking if a specific meeting matched certain criteria that was tied to metrics.
40 votes -
Alert or Task Pop-Up Reminders
It would be very helpful if you could set a pop-up reminder for a task or alert that automatically popped up when you log into the system on the date that the reminder is set for.
9 votes -
Add search functionality to tasks
As we are beginning to utilize Tasks, our lists in each bucket are beginning to grow. It would be awesome to be able to search for specific tasks in any bucket by a keyword to make finding them alot easier.
5 votes -
Foundant for Outlook add-in: add date to note
Please bring over the date of the email when the Foundant add-in is used to copy an email to a note in CSuite from Outlook. Currently the note date is the date the email is copied (even if that is not the day the email was sent/received), and the original email send date is not recorded anywhere in the body of the CSuite note.
13 votes -
Mark a couple of note types as sticky ones
We'd like to have the ability to mark a couple of note types as sticky ones. This would allow the finance related notes such as those concerning fund agreements or investments pinned at the top for better visibility.
Currently, many fundraisers are adding notes from the profiles selecting the fund name. As a result, finance notes are getting pushes down, making harder for the team to locate critical information quickly.4 votes -
Expand Reports for Opportunities
With thanks to @Jessika Ellis: We really need this
Could a custom report for Opportunity ALSO include available fields for Opp Task Names, associated Descriptions and Notes text, as well as fields for the Profile associated with the Opportunity?
Currently, there are 3 potential Custom Reports (Task, Note, Opportunity) we can use to pull out almost all of this information, but the Available Fields vary dramatically within each of these, and none give a full Opportunity view or export.
Task custom report: Pulls in the Label+ for the profile associated with the Opportunity, Opp Type Name field, Opp ID#, Opp…
5 votes -
Link file to fund
Add the ability to link a file to a fund (similar to how you can link notes on a profile to a fund).
7 votes -
Include note/task type in note import
currently, note type has to be manually updated after completing a notes import.
3 votes -
task list show profile name
There have been 2 ideas archived on this, but it would be so great if we could see the profile name in the task list not just the id#.
Also, you should be able to tie a task to a profile from the main tasks.
This is really needed for optimal donor stewardship.
7 votes -
aallieri@cfpbmc.org
Create pop up window upon logging into CS showing all tasks assigned to the login email that are due or overdue.
7 votes -
notes reporting - reference the primary profile from an opportunity note
Report on all notes in the system and be able to see the profile associated with the note, whether the note is directly on the profile or the note is on an opportunity with a profile as the primary opp profile.
2 votes -
bulk manage note and task types
This is reopening and combining a few previous ideas. We have tons of note and task types, please give us the ability for separate types. It would be so helpful if we could streamline them by changing them from one type to another as can currently be done with profile types. Thank you for reconsidering this option.
3 votes -
Expand Outlook Integration for reading notes & profile details
The new Add Note to CSuite add-in is much appreciated but would be even better if you could also use it for composing an email and view existing notes & profile details. When we were demoing a competitor's platform before signing up with Foundant, they had an integration that would have a pop up showing the profile picture, details, and notes for the recipient with a live link to the profile in the platform. Would love to see something similar developed for Foundant.
5 votes
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