34 results found
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4 votes
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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 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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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 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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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 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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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.
11 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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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…
8 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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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 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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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 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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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 :-)
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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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 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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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.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Assigned tasks need to show the profile name please
In 2019 there was a similar idea that is flagged as implemented, but I don't think it has been, or I don't understand (http://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/36504151-profiles-with-assigned-task#comments).
What we need to be able to see is the Profile related to a task when we are looking at any task list, but this page is one example: /erp/me/task
The table on this page shows due date, type, description, assigned to, created by, shared with and shared by. In my opinion the most important field is Profile so that I can see who my task is about. Otherwise I have to put the…
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Event ticket notes
Add the option in event/campaign ticket sales for an attendee to put in a note.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Add note to profile list more than one fund
When adding a note to a profile and selecting the fund name, add the ability to include more than one fund. We find that many times one person is connected to multiple funds.
5 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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