47 results found
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bulk complete task
From the task list, please add an option be able to mark all or multiple tasks complete, similar to how you can do so with the "Approve All" feature in the grants bucket.
3 votes -
Add Meeting Information to Task
Would really like to have the ability to include meeting invite information in a task when it is sent ouf of CommunitySuite. Ideally, would have another field on the task, in addition to description, where they could enter Zoom meeting credentials, a room, etc.
5 votes -
Include external people on tasks
Would really like the ability to invite external people, such as financial advisors when they are sending out tasks from CommunitySuite. Ideally, they would be able to select profiles from within CSuite to add to tasks, which would send the invite to the staff people and the external person's calendar.
4 votes -
Birthday/Anniversay alerts
A simple idea that would help us a lot is to have checkboxes for alerts of important dates such as birthdays, anniversaries, etc when creating profiles. A step better would be receiving an email with this alert . Would be much easier than setting a task for each date for every profile .
4 votesYou could create a report with a relative date filter that is sent to your email. That might help with this request!
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Collapse/Expand Files
Please can we have the ability to collapse/expand file categories in the attached Files sections. This would help enormously with overview.
6 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.
22 votes -
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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