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  1. Custom Field in Tasks

    We would like to be able to add custom fields in Tasks. One data point we have tracked in Salesforce is whether an activity/task is a "quality contact". For example forwarding an event invitation might be a task, but forwarding a news story and including a special message that encourages someone to consider making a grant might be a "quality contact" task. We use "quality contacts" to measure our client relations team success. If we could add a check box to Tasks for "quality contacts" that would be great.

    7 votes

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    0 comments  ·  Notes/Tasks  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Task, Send Calendar Invite ability to set a time of day

    When you create a Task and click the check box to "Send Calendar Invite", the person assigned to the tax receives an invite to add to their calendar but it does not have a way to easily choose the time of day for the appointment/task. It would be great if you are scheduling a task to meet with someone you could set the time of the calendar invite. Right now they show up as an entire day entry on the calendar. It's not helpful when scheduling.

    You also don't have an option to accept your own calendar invite. So if…

    4 votes

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    1 comment  ·  Notes/Tasks  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Release Note/Task Notification

    It would be great if the notification for release notes and tasks were different. Maybe a different color for a task or a release note? Or a different location for these 2 notifications? It's hard to pay attention to "red box" for tasks when the box is red every single day because of release notes.

    4 votes

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    Under Consideration  ·  1 comment  ·  Notes/Tasks  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Opportunity Tasks Notes Need to Show Up on the Fund

    When marking an opportunity related task "done" and subsequently adding a note, the note shows up on the profile of the household and/or individual, but not on the fund profile DESPITE the fund field being specified. In normal notes, if you make a note in a profile and add the fund, the note will show up under the fund, too. This does not happen with the opportunity task notes, which is not efficient or streamlined. It would greatly enhance opportunities if the task notes show up under the fund designated in the notes, just like normal notes.

    17 votes

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  5. Notes - Apply to more than one transaction at once?

    It would be helpful if we could reference multiple transactions within CSuite when creating a note for a transaction. E.g. if there is a note on a donation and I also want the note on the deposit transaction I have to create the note multiple times. Was hoping notes could reference more than one transaction so they could display on whatever transactions they referenced.

    1 vote

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  6. log filter by Task Type to better support staff and data integrity

    Sort log by Task Type in CS, GLM, SLM.

    We have a Task type of Record Adjustment Action, used to notifiy staff of specific updated (new address/cell/email, deceased, update in NPO Execs). Being able to sort by Type, give DB Manager opportunity to review changes, ensure data integrity and identify gaps in Standard Work or Training opportunities across CSuite, GLM, SLM.

    1 vote

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  7. Donation Notes

    It would be great if a fund advisor could view notes made on a donation. We have a new fund where many donors have left very nice memorial notes on their donations, but the fund advisor can't view them. I have to go in and export them to excel and send them in a report.
    The fund was created in memory of his late wife and it would be nice for him to see those notes instead of having to wait for me to send a report.

    22 votes

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    4 comments  ·  Notes/Tasks  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Build out Note reporting.

    We use notes to track donor, professional advisor, and grantee interactions. The current reporting includes a ton of "employee" fields but no biographical/name/etc. fields for the associated profile, forcing us to analyze the data entirely in excel.

    7 votes

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    Planned  ·  1 comment  ·  Notes/Tasks  ·  Flag idea as inappropriate…  ·  Admin →

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  9. 2 votes

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  10. Note Fields Available in Grant Report and Buckets

    It would be really helpful if I could filter by note type in grant reports and grant buckets. We have grants that need to be flagged for additional due diligence. I have added the Note field to my report, but I have to scan through them all to see why there is a note as I do my follow up.

    1 vote

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  11. Include notes field in grant reports

    In preparing annual reports, news releases, or other communications collateral about our grants, it would be great if the notes field, where we store the summary of what we are funding, could be a filter on the reports. The description field is merely what's on the check stub and for our records; the notes field contains what the organization will do. If there is no way to export this, we're adding hours, at least a full day, in which someone will have to compile that information and make it useful for our one-person communications team - or that one person…

    2 votes

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  12. Make Notes on Behalf of Someone Else

    Assistants should be able to make notes on behalf of their supervisors who have made the contact with a donor, without having to go through the additional step of editing the note and then changing the "Who" box. Allow that to be something that is set from the beginning, the same as the date or type of note is. Executive, donor services, program, and assistants of all other types throughout the user community who are regularly inputting notes for their supervisors will thank you!

    17 votes

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  13. Add "who" when generating a new note

    Add the "who" field when generating a note. Have it auto fill with the person entering the note, but give option to change to another person if need be. Right now to change this information, you have to edit the note, click to edit and then change.

    8 votes

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  14. Notes in closed opportunities

    There are times when a closed opportunity requires an update; it would be nice to be able to add a Note to this closed opportunity without having to reopen the opportunity and change the closed time stamp.

    An example of this is when a fund holder would like to update their fund agreement perhaps with a new name or a new After Lifetime Directive. We want to track this process, but it is not a NEW opportunity. Currently this requires us to open a closed opportunity, add a new Note about the update, and then reclose. The timestamp then creates…

    5 votes

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  15. System Generated Notes

    We are spending time each week going back and reviewing and copying over the System Generated Notes that come from donor notes/special instructions in Stripe. This means taking several steps to manually copying them over to the Donation Transaction so that they show up on the donor portal. It is the only way we can ensure that donor intent is carried over for our advisors to see in the donor portal. It can take a long-time during heavy volumn times like year end.

    2 votes

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  16. notes by date

    Notes descending by date. When we bulk uploaded Notes we found even if the note had a past date, the note was at the top of the list of notes since the order is determined by the Note ID. Allow admin to pick how the notes are sorted.

    9 votes

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  17. Grant Request Notes Visible to Fund Advisor After Submission

    Once a Fund Advisor submits a grant request, the information submitted in the Notes area is no longer visible to them. This prevents the Fund Advisor from having any visibility later on to ensure they provided correct instructions or wishes for their grant. Please make this a viewable field in the portal.

    8 votes

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  18. private notes for each user

    It would be nice to have the ability to mark a note "private" so that it is visible only to the user who entered it. This would be helpful if someone wants to remember something that should not necessarily be visible to all staff.

    3 votes

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  19. Move notes among profiles: indiv, household, organizational and funds

    Hi, just discovered the "move" feature on notes when trying to easily move a note from an indiv to an organization. I discovered that the "move" feature doesn't work the way I would expect, as it only permits the move among the different areas of a single profile. I would prefer more flexibility, to move notes to a different profile and profile type. Bonus if we could attach a note to more than one profile type and one fund at at time :-)

    7 votes

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  20. Profile Notes on Opportunity

    When we trying to see the full picture of an opportunity it would be nice to see the Profile Notes on this page. Opportunity Notes show up on the profile page, I would like to see profile notes on the opportunity page. Or possibly notes could be tagged to appear in opportunities and/or profiles.

    4 votes

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