Settings and activity

10 results found

1. Multiple note types on one note

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Susan Price shared this idea  ·  Apr 17, 2024

2. Link one note to multiple profiles or funds

   41 votes

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   4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Susan Price supported this idea  ·  Apr 17, 2024

3. Opportunity Tasks Notes Need to Show Up on the Fund

   33 votes

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   3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Susan Price supported this idea  ·  Apr 17, 2024

4. Viewing all notes for a Household profile and any members

   16 votes

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   1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Susan Price supported this idea  ·  Apr 17, 2024

5. Capacity to tag additional profiles in notes

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Susan Price supported this idea  ·  Apr 17, 2024

6. Create ability to attach files to a note

   89 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Susan Price supported this idea  ·  Apr 17, 2024

7. Viewing vouchers under a vendor

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Susan Price supported this idea  ·  Feb 2, 2024

8. Make Opportunity Type Inactive

   27 votes

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   2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   An error occurred while saving the comment
   Susan Price commented  ·  Dec 23, 2022  ·  Edit…  ·  Delete…

   I was just coming to post the same request. We need to make old Note Types inactive - or be able to merge the two types that are redundant. Being able to make inactive is better though!

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   Susan Price supported this idea  ·  Dec 23, 2022

9. 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

   
   

   Susan Price supported this idea  ·  Dec 23, 2022

10. Mark a single email address as "do not email".

    16 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Susan Price supported this idea  ·  Sep 26, 2022