3 results found
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We honestly need for all of the records (fields) to have hyper link capability
We honestly need for each record/field/page to allow for hyperlinks to be accessible the same way that the website and email field is. When you don't allow the hyperlinks to work and we put hyperlinks on any page, it makes it so we have to cut and paste the hyperlink at the top at the URL and this is not a modern way of storing information.
9 votesHi Everyone,
Thanks for your comments and votes on this idea.
We're excited to announce that we will combine this idea with other requests into a new feature planned for release in Q2. Keep an eye on the release notes, and I'll update this idea lab item accordingly.
We will be adding an HTML editor (similar to the toolbar in Word that allows you to bold, underline, hyperlink, etc.) to the Notes and Task details. This enhancement will enable better formatting of notes and tasks, including the ability to add hyperlinks. For example, you can create a task with a hyperlink to an external document or attach a Zoom recording to the notes for a specific opportunity.
We hope this will address the need for hyperlinking and improve note and task formatting. Once released, if you feel more enhancements are needed, please post another idea, and we can discuss it…
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brooke@thereserfamilyfoundation.org
I would like a small number of users attached to a process to have limited visibility so that they cannot view the request history attached to an organization. This would require changing the 'Organization Viewable By Applicant' setting, but when you set it to User-by-User defaults, it will change all of the Users in our account to NOT see the History. Is there a way to update "Organization Viewable by Applicant" as a setting in each process? Thank you!
2 votes -
Create/Enhance CRM capabilities
We would like to pull reports based on the organization and the people who are listed as contacts - not just grant-associated. It is not useful to have a separate crm - especially one that does not integrate.
1 vote
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