Settings and activity

4 results found

1. Viewing all notes for a Household profile and any members

   21 votes

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   2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Laura Garner supported this idea  ·  Jun 11, 2025

2. Add the field 'Who' with dropdown options so a different staff person can be indicated in lieu of the person entering the note.

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Laura Garner supported this idea  ·  Jun 11, 2025

3. Expand capability of "add note to CSuite" Outlook integration

   81 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Laura Garner supported this idea  ·  Jun 11, 2025

4. notes

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Laura Garner shared this idea  ·  Jun 11, 2025