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. Custom Reports: Opportunity Tasks & Notes

   42 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   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

   29 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