65 results found
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Notes: Collapse list to show most recent with ability to show all
Notes - many of our profiles have pages and pages of notes because currently each note is shown in it's entirety. I was wondering if we could only show the first 5 (?) lines of a note on the profile. Then have the option to click on a "show more" button or click on the note itself to get the full note to appear. This would allow for an 'at a glance' option to find the note we need to view.
55 votes -
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…
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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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0 votes
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