Settings and activity

9 results found

1. export task notes

   14 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

   
   

   Stratton Lloyd supported this idea  ·  Aug 2, 2023

2. 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  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Stratton Lloyd supported this idea  ·  Aug 2, 2023

3. Filter by custom field

   12 votes

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

   
   

   Stratton Lloyd supported this idea  ·  Aug 2, 2023

4. Custom Reports: Opportunity Tasks & Notes

   76 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Stratton Lloyd supported this idea  ·  Aug 2, 2023

5. 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

   
   

   Stratton Lloyd supported this idea  ·  Aug 2, 2023

6. Indicate required fields with an asterisk

   77 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Stratton Lloyd supported this idea  ·  Feb 15, 2023

7. email - integration with Outlook

   84 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Stratton Lloyd supported this idea  ·  Jan 31, 2023

8. Task Calendar Invite

   25 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Stratton Lloyd supported this idea  ·  Jan 31, 2023

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

   32 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Stratton Lloyd supported this idea  ·  Jan 19, 2023