Settings and activity

10 results found

1. Opportunities custom reporting option that includes Opp Tasks, Descriptions, AND Notes

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   3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   As an FYI...the current task report in Custom Reporting is actually Opportunity Tasks (not tasks).  This will connect some of the fields you are requesting, but it does not include notes.

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   Anonymous commented  ·  Jul 2, 2024  ·  Edit…  ·  Delete…

   I know this is an old idea but would be great to be able to pull one report that pulls profile information and ALL opportunity related fields (including custom fields, and notes)

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   Anonymous supported this idea  ·  Jul 2, 2024

2. Folders for Communications Templates

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   5 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Anonymous supported this idea  ·  Jul 25, 2023

3. Grant request notification for staff - add more data to email

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   10 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Anonymous supported this idea  ·  Jul 25, 2023

4. Including attachments when creating Word merged documents

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   0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Anonymous shared this idea  ·  Mar 23, 2023

5. Batch Create Merge Docs AND Attach to Request

   15 votes

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   Under Consideration  ·  1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 23, 2023

6. Table-Style Question: Formatted for Reviewers/Evaluators

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   3 comments  ·  GLM & SLM Idea Lab » Reviewing  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Anonymous shared this idea  ·  Dec 20, 2022

7. Collaborator Receive Emails

   28 votes

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   4 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

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   Anonymous commented  ·  Jul 29, 2022  ·  Edit…  ·  Delete…

   I logged on to Idea Lab to make this exact request. :)

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   Anonymous supported this idea  ·  Jul 29, 2022

8. multiple reminder emails

   48 votes

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   Planned  ·  2 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Anonymous commented  ·  Mar 24, 2021  ·  Edit…  ·  Delete…

   This would be super useful!

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   Anonymous supported this idea  ·  Dec 29, 2020

9. Customize file download name

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   3 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Anonymous shared this idea  ·  Mar 24, 2021

10. Additional contacts

    44 votes

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    4 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Anonymous supported this idea  ·  Dec 29, 2020