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  1. Custom Field in Tasks

    18 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Andrew Gaerte shared this idea  · 

  2. Custom Reports: Opportunity Tasks & Notes

    95 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Andrew Gaerte supported this idea  · 

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

    33 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Andrew Gaerte commented  · 

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

    Andrew Gaerte supported this idea  ·