Settings and activity

4 results found

1. Send to multiple emails at one time

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   Jeana Tall shared this idea  ·  May 29, 2024

2. Allow to add files linked to Google Drive and MS One Drive

   11 votes

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   Planned  ·  AdminGrant Elliott (VP of Product Manager, Foundant Technologies) responded

   Hi Everyone,

   
   

   Thanks for your comments and votes on this idea. We're excited to announce that we will combine this idea with other requests into a new feature planned for release in Q2. Keep an eye on the release notes, and I'll update this idea lab item accordingly.

   
   

   We will be adding an HTML editor (similar to the toolbar in Word that allows you to bold, underline, hyperlink, etc.) to the Notes and Task details. This enhancement will enable better formatting of notes and tasks, including the ability to add hyperlinks. For example, you can create a task with a hyperlink to an external document or attach a Zoom recording to the notes for a specific opportunity.

   
   

   We hope this will address the need for hyperlinking and improve note and task formatting. Once released, if you feel more enhancements are needed, please post another idea, and we can discuss it further.

   
   

   Thanks, Grant

   Hi Everyone,

   
   

   Thanks for your comments and votes on this idea. We're excited to announce that we will combine this idea with other requests into a new feature planned for release in Q2. Keep an eye on the release notes, and I'll update this idea lab item accordingly.

   
   

   We will be adding an HTML editor (similar to the toolbar in Word that allows you to bold, underline, hyperlink, etc.) to the Notes and Task details. This enhancement will enable better formatting of notes and tasks, including the ability to add hyperlinks. For example, you can create a task with a hyperlink to an external document or attach a Zoom recording to the notes for a specific opportunity.

   
   

   We hope this will address the need for hyperlinking and improve note and task formatting. Once released, if you feel more enhancements are needed, please post another idea, and we can discuss it… more

   Jeana Tall supported this idea  ·  Mar 13, 2024

3. Site user access management

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   8 votes

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   0 comments  ·  GrantHub Pro Idea Lab  ·  Delete…  ·  Admin →
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   Planned  ·  AdminGrant Elliott (VP of Product Manager, Foundant Technologies) responded

   Hi Everyone,

   
   

   Great idea and thanks for your comments and votes!

   
   

   We have added this to our plan for the current quarter. In addition to showing who the invite is sent to, we'll be adding the ability to select the permissions you want the invited user to have before you send the email. Additionally, we will include first and last names of users, displaying them throughout the software and in reports, instead of the username.

   
   

   I hope these added features will help in other ways as well.

   
   

   Thanks again for the feedback, everyone!

   
   

   Thanks, Grant

   Jeana Tall supported this idea  ·  Mar 13, 2024

4. We honestly need for all of the records (fields) to have hyper link capability

   9 votes

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   1 comment  ·  GrantHub Pro Idea Lab » Configuration  ·  Delete…  ·  Admin →
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   Planned  ·  AdminGrant Elliott (VP of Product Manager, Foundant Technologies) responded

   Hi Everyone,

   
   

   Thanks for your comments and votes on this idea. 

   
   

   We're excited to announce that we will combine this idea with other requests into a new feature planned for release in Q2. Keep an eye on the release notes, and I'll update this idea lab item accordingly.

   
   

   We will be adding an HTML editor (similar to the toolbar in Word that allows you to bold, underline, hyperlink, etc.) to the Notes and Task details. This enhancement will enable better formatting of notes and tasks, including the ability to add hyperlinks. For example, you can create a task with a hyperlink to an external document or attach a Zoom recording to the notes for a specific opportunity.

   
   

   We hope this will address the need for hyperlinking and improve note and task formatting. Once released, if you feel more enhancements are needed, please post another idea, and we can discuss it further.

   
   

   Thanks, Grant

   Hi Everyone,

   
   

   Thanks for your comments and votes on this idea. 

   
   

   We're excited to announce that we will combine this idea with other requests into a new feature planned for release in Q2. Keep an eye on the release notes, and I'll update this idea lab item accordingly.

   
   

   We will be adding an HTML editor (similar to the toolbar in Word that allows you to bold, underline, hyperlink, etc.) to the Notes and Task details. This enhancement will enable better formatting of notes and tasks, including the ability to add hyperlinks. For example, you can create a task with a hyperlink to an external document or attach a Zoom recording to the notes for a specific opportunity.

   
   

   We hope this will address the need for hyperlinking and improve note and task formatting. Once released, if you feel more enhancements are needed, please post another idea, and we can discuss it… more

   Jeana Tall shared this idea  ·  Mar 13, 2024