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  1. Link one note to multiple profiles or funds

    41 votes

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    4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Mackenzie Ritchie supported this idea  · 

  2. Capacity to tag additional profiles in notes

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Mackenzie Ritchie commented  · 

    Agreed - this is a critical function for development officers to take efficient contact notes on multiple profiles, fund records, and opportunities as well.

    Mackenzie Ritchie supported this idea  ·