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7 results found

  1. Custom Task Report should show ALL tasks, not just tasks entered within an Opportunity

    29 votes

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    12 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Stratton Lloyd supported this idea  · 

  2. Custom Reports: Opportunity Tasks & Notes

    110 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Stratton Lloyd supported this idea  · 

  3. Custom Field in Tasks

    20 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Stratton Lloyd supported this idea  · 

  4. Indicate required fields with an asterisk

    104 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Stratton Lloyd supported this idea  · 

  5. email - integration with Outlook

    87 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Stratton Lloyd supported this idea  · 

  6. Task Calendar Invite

    27 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Stratton Lloyd supported this idea  · 

  7. Add Profile Fund Category to Fund Advisor Fund Custom Report

    34 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Stratton Lloyd supported this idea  ·