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Add a numbering system to queries so that each query has a unique ID
This would help in finding and identifying queries that you plan to reuse in the future.0
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Query search to be sticky
It would be helpful if the "Search" box on the queries screen was "sticky"0
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Ability to Search/Find fields from Query Results
It would be helpful to add a search option from the preview query results tab in CRM. It would be helpful to search any of the fields that are in the output but just name would be a great start. The workaround is to add a record to filters just to...0
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Allow alphabetizing query results across entire set of results instead of by each individual page
When we run a query, many times we want to first sort the list alphabetically to see if it contains the right set of people before exporting to excel. With query results that span multiple pages, you need to go to each page and sort alphabetically...1 Will not implement
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Allow wild card or null value in smart query
My client, UNC-Chapel Hill, would like the ability to use wild cards or null values within smart query fields instead of having to select a hard value.0
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Include Invite List Name in Export Definition
In Export Definition, including "Invitee>Event>Invitations>Name" in an export definition exports all names of invitation lists. We want the name of the list in which that particular consituent exists. So, if Jane Doe is invited and was in...0
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Export definition only exports one membership per row
Export definition only exports one membership per row0
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Unable to filter off of event name in export definition.
Unable to filter off of event name in export definition. Currently we can filter off fo registrant information but event name is missing. 117168220 Reviewed: Voting Open
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Remove Constituency Add Form link from the "Add User Defined Constituency & the Special User - Defined Constituency Assignment under Task
Our Fundraisers are not allowed to select the "Add User Defined Constituency" and I figured out how to remove this access for them by removing the "Constituency Add Form". But when the Fundraisers need to go to the Prospect Record, they should hav...0
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Consistency across Information Library and Task menu within Queries
It's been identified the list of available features/tasks when managing a query are different dependent upon which screen you are in. When viewing a query list from the Information Library you're able to see additional features compared to when vi...0 Reviewed: Voting Open