Settings and activity
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7 votes
Rhonda Page
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24 votesRhonda Page
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8 votesRhonda Page
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15 votesRhonda Page
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68 votesRhonda Page
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4 votesRhonda Page
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15 votesRhonda Page
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7 votesRhonda Page
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8 votesRhonda Page
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100 votesRhonda Page
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9 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Rhonda Page
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20 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Rhonda Page
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1 voteProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Rhonda Page
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18 votesRhonda Page
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29 votes
An error occurred while saving the comment An error occurred while saving the comment Rhonda Page
commented
I just got off of Chat with support trying to pull an open task report for all regular tasks and that there isn't a way to do this. Support indicated that lots of individuals want to do this and they need us to vote on this in the idea lab. How do I share this idea with others to vote??
Rhonda Page
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21 votes
An error occurred while saving the comment Rhonda Page
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Would also be great if there was a Report Date / Last Run Date. Helpful to know how recently the report was run.
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110 votesRhonda Page
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15 votesRhonda Page
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30 votes
An error occurred while saving the comment Rhonda Page
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Please implement this idea ... right now I am looking at profiles in a "stewardship" capacity and want to see if the "Steward" has assigned a task for the profile but I can not see any tasks. I have to open tasks I've assigned to 1) see if I've by chance months earlier assigned a task to the steward and 2) if I haven't, then create a task and now we may have repeat tasks on the profile but no one but the two who have an open task knows of an upcoming open task.
An error occurred while saving the comment Rhonda Page
commented
THIS ISN'T QUITE IMPLEMENTED! It would be really nice if tasks could be tied to profiles, funds, grants, etc. and if they could show up regardless of which user opens the profile, and it would be great is Tasks would appear at the top of the page when a profile is open, if it's past due in a red box. If it's a future task, not in a red box. We are used to Raiser's Edge and seeing open/pending actions so the whole team is aware of what's going on with a constituent/profile/donor. Thanks
Rhonda Page
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Rhonda Page
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12 votesRhonda Page
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(1:04:27 PM) Rhonda K Page: I'm working on a task report so I can see open tasks, but know i'm not doing it right since it's not showing all of our tasks ... i've created report 11989 and shared it, called Assigned Task Report, and I wonder what I'm doing wrong.
(1:08:54 PM) Denver Teems: Hi Rhonda, thanks for reaching out to Foundant support~
(1:08:57 PM) Denver Teems: *!
(1:11:02 PM) Rhonda K Page: Any thoughts on my report?
(1:11:32 PM) Denver Teems: I'm gettting your site pulled up to take a look now!
(1:11:44 PM) Rhonda K Page: thank you! :)
(1:11:51 PM) Denver Teems: No problem!
(1:27:08 PM) Denver Teems: Ok, so I'm seeing that only opportunity tasks are displayed in the report not regular employee tasks. Are you trying to display opportunity tasks or regular employee tasks?
(1:27:34 PM) Rhonda K Page: i'm trying to display all open tasks
(1:27:35 PM) Denver Teems: There isnt a way to pull regular employee tasks into a custom report at this time
(1:27:45 PM) Rhonda K Page: oh dang!
(1:27:55 PM) Rhonda K Page: that's what i was trying to achieve ... shoot
(1:29:33 PM) Denver Teems: I would suggest adding this as an idea in the idea lab, a lot of people want to do this and we would like for yall to be able to as well. The best way to get this added would be to put it into the idea lab!This article has the link and login instruction if you are interested in doing this! Foundant Idea Lab (https://support.foundant.com/hc/en-us/articles/4422638364183-Foundant-Idea-Lab)
(1:29:39 PM) Rhonda K Page: is this something i should add to idea lab?
(1:29:48 PM) Rhonda K Page: ha ha ... i will do that
(1:30:52 PM) Rhonda K Page: thanks for helping denver teem ... do you live in denver by chance?
(1:31:32 PM) Denver Teems: Sounds good! I do not, I'm actually about as far away as you can get, I'm from Georgia haha
(1:32:43 PM) Rhonda K Page: i'm sure you've never had anyone ask you that before ;) enjoy your day, i'll add idea to lab for regular open tasks report
(1:32:51 PM) Denver Teems: Thanks again for reaching out! If anything else comes up, feel free to reach back out to support! have a wonderful rest of your day!
(1:34:02 PM) *** Rhonda K Page left the chat ***