Settings and activity

10 results found

1. export task notes

   13 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

   17 votes

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   4 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. Opportunities custom reporting option that includes Opp Tasks, Descriptions, AND Notes

   21 votes

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   3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   As an FYI...the current task report in Custom Reporting is actually Opportunity Tasks (not tasks).  This will connect some of the fields you are requesting, but it does not include notes.

   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. Profiles: required fields - visually display which fields

   38 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Stratton Lloyd supported this idea  ·  Feb 15, 2023

7. email - integration with Outlook

   70 votes

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

8. Task Calendar Invite

   19 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Stratton Lloyd supported this idea  ·  Jan 31, 2023

9. CC and BCC E-mail to attach donor correspondence

   25 votes

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   Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Stratton Lloyd supported this idea  ·  Jan 31, 2023

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

    29 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