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43 results found

  1. 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.

    22 votes

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    2 comments  ·  Notes, Tasks & Files  ·  Admin →
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  2. 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.

    25 votes

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    Planned  ·  2 comments  ·  Notes, Tasks & Files  ·  Admin →
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  3. 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.

    20 votes

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    1 comment  ·  Notes, Tasks & Files  ·  Admin →
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