Settings and activity
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6 votes
Mary Ellen Cenzalli
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17 votesMary Ellen Cenzalli
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62 votesMary Ellen Cenzalli
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89 votesMary Ellen Cenzalli
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2 votesMary Ellen Cenzalli
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6 votesMary Ellen Cenzalli
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111 votesMary Ellen Cenzalli
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249 votesMary Ellen Cenzalli
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3 votesMary Ellen Cenzalli
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35 votesMary Ellen Cenzalli
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17 votesMary Ellen Cenzalli
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33 votesMary Ellen Cenzalli
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60 votesMary Ellen Cenzalli
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37 votesMary Ellen Cenzalli
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22 votes
There is an option in the left side menu to list all campaigns. Selecting that will bring up a filtered list of all campaigns for that profile.
Mary Ellen Cenzalli
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116 votesMary Ellen Cenzalli
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27 votesProposed Idea · 11 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →
An error occurred while saving the comment Mary Ellen Cenzalli
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Agree, there is no way to even edit on the fly. I would love for them to be exported to Word!
Mary Ellen Cenzalli
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34 votesMary Ellen Cenzalli
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69 votesMary Ellen Cenzalli
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47 votesMary Ellen Cenzalli
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Please read and implement the suggestions of Jessika Ellis below:
Could a custom report for Opportunity ALSO include available fields for Opp Task Names, associated Descriptions and Notes text, as well as fields for the Profile associated with the Opportunity?
Currently, there are 3 potential Custom Reports (Task, Note, Opportunity) we can use to pull out almost all of this information, but the Available Fields vary dramatically within each of these, and none give a full Opportunity view or export.
Task custom report: Pulls in the Label+ for the profile associated with the Opportunity, Opp Type Name field, Opp ID#, Opp Task Name field, Stage Name, AND Task Description text field
Note custom report pulls in:
Task Type Name field +
full Note Text field
Ref Name field shows Opportunity ID#, BUT no Label/Name etc field for the Profile associated with the Opportunity, and no Task Description field
Opportunity custom report pulls in:
Profile ID#/Label etc fields
Stage Name
Opportunity Type Name, BUT no fields for Task Name, Task Description, or any Note fields
For full integrated reporting, one custom report should have all these possible Available Fields, with both names (of Stages, Task Type, Opportunity Type) and ID#s as options, and certainly with the ability to capture the 'full' contents of an Opportunity record with Note and Descriptions text.