Settings and activity
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38 votes
Jesika Ellis
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88 votesJesika Ellis
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34 votesJesika Ellis
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30 votesJesika Ellis
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38 votesJesika Ellis
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220 votesJesika Ellis
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44 votesUnder Consideration · 3 comments · CommunitySuite Idea Lab » Grants, Grantees, Grant Types · Admin →Jesika Ellis
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62 votesProposed Idea · 5 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Jesika Ellis
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128 votesJesika Ellis
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24 votesJesika Ellis
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16 votesJesika Ellis
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26 votesJesika Ellis
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25 votesJesika Ellis
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45 votesJesika Ellis
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65 votes
An error occurred while saving the comment An error occurred while saving the comment Jesika Ellis
commented
Could a custom report for Opportunity ALSO include available fields for Opp Task Names, associated Descriptions and Notes text, as well as fields for the Profile associated with the Opportunity?
Currently, there are 3 potential Custom Reports (Task, Note, Opportunity) we can use to pull out almost all of this information, but the Available Fields vary dramatically within each of these, and none give a full Opportunity view or export.
Task custom report: Pulls in the Label+ for the profile associated with the Opportunity, Opp Type Name field, Opp ID#, Opp Task Name field, Stage Name, AND Task Description text field
Note custom report pulls in:
Task Type Name field +
full Note Text field
Ref Name field shows Opportunity ID#, BUT no Label/Name etc field for the Profile associated with the Opportunity, and no Task Description fieldOpportunity custom report pulls in:
Profile ID#/Label etc fields
Stage Name
Opportunity Type Name, BUT no fields for Task Name, Task Description, or any Note fieldsFor full integrated reporting, one custom report should have all these possible Available Fields, with both names (of Stages, Task Type, Opportunity Type) and ID#s as options, and certainly with the ability to capture the 'full' contents of an Opportunity record with Note and Descriptions text.
Jesika Ellis
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30 votesJesika Ellis
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13 votes
An error occurred while saving the comment Jesika Ellis
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I second this! We are just now beginning to think about reporting from Opportunities, and while I can create a *mostly* usable Custom Report for Tasks, there is NO NOTES column? There is not.
If the Opp Tasks have a Note functionality at completion, is that Note not part of the Task itself, and couldn't/shouldn't it be shown for export? We could really use this!
Jesika Ellis
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99 votesJesika Ellis
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31 votesJesika Ellis
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51 votesJesika Ellis
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Just another plug for this!