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Allow a data list to be saved as an ad-hoc query
We can save an ad-hoc query as a data list. It would be very helpful to be able to do the reverse, so that, for example, if we were working on a data list and wanted to experiment with different criteria, or use the criteria to pull into some othe...1 Reviewed: Voting Open
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allow selections to be deleted that were only created as just in case but not used anywhere
We have users that select to create selections just in case they may need the data for something else. The selections are then never used but we are unable to delete them from the list - and our list is getting really long0
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Query Selection Tab - Add run time and date/time last run
It would be very helpful to add columns to the Query/Selections tab of 'last run time' and 'last date/time stamp'. This would allow us to easily see when a selection was last refreshed and would also let us analyze our queries to find the long run...0
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Bring in all nameformats into BBDW, to aid in creating reports/mailings as needed
No description provided0 Reviewed: Voting Open
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Information Library - Improve ability to delete ad hoc queries
The ability to delete queries in bulk is needed frequently - for example, to remove sets of queries unique to users no longer with the organization, duplicate sets of the same query created by different users, sets of experimental queries never us...0 Reviewed: Voting Open
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Add the Actual & Expected Start Time into Query
This field is available to be populated but doesn't appear in query. It is more common to get both date & time from digital interactions so it would be helpful to query and export this information0 Reviewed: Voting Open
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Make add a new query a task
The information library is an okay option but it would be nice to have "add a new query" as a task. The information library can take a while to load when clients have a ton of queries just to get to add a query.2 Reviewed: Voting Open
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Provide ability to comment out specific criteria or output lines in the ad-hoc query tool without deleting them.
Users frequently like to experiment with saved queries, changing criteria and adding/removing output fields. If these changes are inadvertently saved the original query is lost and must be rebuilt. This feature would also allow a single query to s...0 Reviewed: Voting Open
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allow users to query on head of household records
Currently there isn't an easy way to query on constituents that are the primary member of a household. The only way to do this is to create a selection of primary household members - from there you can add the selection to a query so that you're o...0
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Provide filterering on appeal name in export definition
Provide ability to filter by appeal name in export definition when doing a constituent export definition. Currently, you can't filter by appeal name when you do an export definition and you want one line to appear by constituent.1 Reviewed: Voting Open