Settings and activity

4 results found

1. notes reporting - reference the primary profile from an opportunity note

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Rosie Sprangers shared this idea  ·  Jun 23, 2025

2. Include note/task type in note import

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Rosie Sprangers shared this idea  ·  Jun 23, 2025

3. profile service area on notes report

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Rosie Sprangers shared this idea  ·  Jun 23, 2025

4. Docusign Integration

   142 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Rosie Sprangers supported this idea  ·  Jun 2, 2022