Settings and activity

4 results found

1. Custom Field in Tasks

   18 votes

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   0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Andrew Gaerte shared this idea  ·  Sep 28, 2022

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

   21 votes

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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.

   Andrew Gaerte supported this idea  ·  Sep 26, 2022

3. Add ability to link Opportunity to a Profile that served as a referral

   31 votes

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   4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

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   Andrew Gaerte commented  ·  Sep 16, 2022  ·  Edit…  ·  Delete…

   This would be super helpful, we are moving our Salesforce information over and it would be nice to not have to create custom fields.

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   Andrew Gaerte supported this idea  ·  Sep 16, 2022

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

   28 votes

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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

   
   

   Andrew Gaerte shared this idea  ·  Sep 16, 2022