Settings and activity

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1. Opportunity Custom Field

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   0 comments  ·  GrantHub Pro Idea Lab » Custom Fields  ·  Edit…  ·  Delete…  ·  Admin →
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   Megan Eppley shared this idea  ·  Sep 12, 2024

2. Define relationships between individual profiles and organization profiles

   6 votes

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   0 comments  ·  GrantHub Pro Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Megan Eppley supported this idea  ·  Aug 19, 2024

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

   8 votes

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   0 comments  ·  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

   Megan Eppley supported this idea  ·  Aug 19, 2024

4. Mark a task complete with 1 click instead of 5

   9 votes

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   0 comments  ·  GrantHub Pro Idea Lab » Task Management  ·  Delete…  ·  Admin →
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   Megan Eppley supported this idea  ·  Aug 19, 2024