16 results found
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Custom Field on Notes
It would be great to create custom fields on notes. This way we can add additional tracking and reporting to those notes rather than creating a long list of types or ensuring that people put specific words in their notes. For example, tracking if a specific meeting matched certain criteria that was tied to metrics.
41 votes📝 Notes Enhancement: Custom Fields on Note Records and Bulk Actions
Overview:
Users can now create custom fields on Note records, allowing for enhanced flexibility and more structured data capture within workflows.
We also added the ability to Set Note Type, Set Note Text, Set Note Fund, Edit Note Alerts in bulk. These new options are available in the left-hand menu within both Notes and Custom Reports bulk actions. Users can select individual notes or apply changes to all selected notes. A confirmation step has been added to ensure that bulk changes are intentional before they are applied.
🔧Custom Field Capabilities- Users can now define custom fields for the Notes object.
- Supported field types include:
- Required fields
- Text fields
- Dropdowns (picklists)
- And more
This enhancement supports improved workflows by allowing users to tailor note-taking to their specific needs.
📍 How to Access- Navigate to Notes via the left-hand menu.
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Create ability to attach files to a note
Ability to attach a PDF of an email (or any document) to Notes. Then full context to note is readily available to all users. If this were implemented, a note is created with coding etc. , add a one line summary followed by "see attached"
107 votes6/4/2025:Added the ability to attach a file to a note. Once a note is created, the user will see a new left hand menu, Attach File. Attach file will allow for category selection, external files, description and sharing the file. On the note record, users will see File/s attached under Who and above the text.
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File search, download and delete
We are uploading documents to CSUITE for ease of access but we need to follow our record retention policy and need an easy way to sort files, download multiple files, and delete in bulk. It would be great if we had the option to do all those functions based on file categories and dates.
13 votesThere is already an option built to bulk delete files. A user must have the Bulk Delete permission set in Files. In Files, filter by created Ts date and/or File Cat Name. There is then an option to bulk delete on the left side menu. Here is the link to the support hub article.
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rhondap@lcf.org
Create a standalone task report to display tasks that are not a part of an opportunity. Thank you!
4 votesA Task report is available in Custom Reports. This report will include tasks and opportunity tasks. If you do not want opportunity tasks on the report, filter Op_ID is Null.
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Alerts for Checks
When creating a note, is there a way to create an alert area for "Checks" so that way when a check or check batch is being created, all alerts for the profiles with a payment in the check/check batch can be alerted at the top?
7 votesSUMMIT IDEA LAB: 5/7/2024- Notes: Added the ability to add a Note Alert for Checks. This will allow users to create an alert to appear during the check writing process. When creating a check batch from Accounts Payable, users will see the alerts above the Pay selection table. This will allow users to confirm any special request before processing checks in batch. When processing a single check, the alert will appear at the top of the individual check record. No permission change.
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ability to edit notes
Not sure if this is an option already, but it would keep things cleaner and more readable if we were able to edit individual notes after they've been added.
1 voteThere is currently an option to edit a note (you must have this permission). Just select the note id and an option to edit is available in the left hand menu.
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New Profile Look/Notes
With the new look of Profiles, we're suggesting that the Notes Tab have some kind of notification to alert you that a note or notes exist. It used to be readily visible below. Now you're forced to open every single tab to get an accurate account of the profile. Maybe show a number on the tab of how many notes are there or possibly change the color of the tab to alert someone to check the tab.
15 votesThere is now a (#) in parentheses when a note (or file) has been added.
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delete closed tasks
Ability to delete a closed task -- if you enter a task on the wrong record or attach it to the wrong opportunity and don't discover it until after it's been closed, you cannot delete it or transfer it to the appropriate opportunity or get rid of it altogether.
10 votes9/11/2023: Tasks/Opportunity Tasks: Added the ability to edit completed tasks. Users will now see Edit as an option in the left hand menu on a Completed Task. No Update to Permissions.
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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 -
Donation Notes - viewable in donation history
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.43 votes8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal
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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.
9 votes -
edit completed task
Should be able to edit a completed task.
15 votes9/11/2023: Tasks/Opportunity Tasks: Added the ability to edit completed tasks. Users will now see Edit as an option in the left hand menu on a Completed Task. No Update to Permissions.
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export task notes
We have a custom Task report we use for activity around Opportunities. It works well EXCEPT there is no field for task notes. (If you are in the process of adding one - and I hope you are - the following idea is moot).
It would be helpful to be able to export from the Tasks field. Specifically, completed tasks, in order to get the notes in a spreadsheet that we can merge with our activity reports.
I'm not sure if there is a notes field in All My Tasks, but it would be helpful to have one and also…14 votes- (06-04-2025) Notes - All and My Notes Report to Custom Reports: Updated the All Notes and My Recent Notes reports into custom reports. This will allow for filtering, export, and email capabilities. Improving reporting capabilities and ease of use for managing notes.
- Resource:
- Add and Manage Notes
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Alerts on notes
Could an update be made to allow users to add note options? For example, it would be good to add "Communications" as one - eg, "See Steward" or "See Director", or "Planned Gift" etc.
3 votesHere is a link to the article that explains how to create different note types: https://support.foundant.com/hc/en-us/articles/4404659597975
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Note Alerts for Grants
It would be great if we could make notes into alerts on grant records as you can in other areas of the software. There are often special things to be aware of relating to a certain grant, so the alert feature would be really helpful for staff to be able to immediately identify a potential issue when opening a grant. Thanks for considering!
5 votesNote alerts are currently
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bulk delete notes
It would be great to have the option to bulk delete notes in profiles, either by content contained in the note, or by person who created the note. Thank you.
6 votes
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