2 results found
-
Capacity to tag additional profiles in notes
Capacity to share notes between profiles would be awesome.
Example 1: Fundraising visit with a particular business. Visit notes could go on the business profile, but the note could "tag" additional profiles, such as the business staff members present at the meeting.
Example 2: We utilize notes to capture obituary information. Family members could be "tagged" on the note in order to share the information across profile records, rather than repeating the obit note several times. One entry, several tags = awesome!
20 votesWe’ve added a new feature that allows users to copy an existing Note to other records.
How It Works:
On a Note record, a new “Copy” option is now available in the left-hand menu. Selecting Copy opens a Search input screen where users can enter identifiers such as: Profile, Fund, Opportunity, Campaign, Transaction ID. This search uses the same Global Search capabilities already available in the system. Once an item is selected, the system will automatically create a new Note on that record with the same content. Users can continue to add the same note to other items by selecting Copy again.
Why This Change Was Made:
To improve data hygiene by avoiding manual duplication or deleting errors.To provide a simpler, more efficient workflow for associating the same note across multiple records.
-
Link one note to multiple profiles or funds
Often times, we have to copy the same note to multiple profiles or funds because either there were multiple contact people for one fund or there was one contact person for multiple funds. Right now the only way to show up in multiple places is to copy the note.
47 votesWe’ve added a new feature that allows users to copy an existing Note to other records.
How It Works:
On a Note record, a new “Copy” option is now available in the left-hand menu. Selecting Copy opens a Search input screen where users can enter identifiers such as: Profile, Fund, Opportunity, Campaign, Transaction ID. This search uses the same Global Search capabilities already available in the system. Once an item is selected, the system will automatically create a new Note on that record with the same content. Users can continue to add the same note to other items by selecting Copy again.
Why This Change Was Made:
To improve data hygiene by avoiding manual duplication or deleting errors.To provide a simpler, more efficient workflow for associating the same note across multiple records.
- Don't see your idea?