Settings and activity
5 results found
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9 votes
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…
Helen Rortvedt supported this idea ·
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8 votes
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
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10 votes
Hi Everyone,
Great idea!
We have added this request to our Q3 and Q4 roadmap, depending on how full Q3 gets.
Based on the notes in this idea and follow-up conversations, we plan to keep the system-wide notification settings for bulk configuration, while allowing customization for each individual task's notifications. Please let me know in the comments if this solution addresses the problem identified.
Thanks again for the feedback, everyone!
Thanks, Grant
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9 votes
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11 votes
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…
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This would be such an essential tool for us to be able to efficiently interface with our GrantHub Pro records and working documents, like progress reports, in a collaborative, editable environment - Google Drive in our case.