-
Feature Permission Record Operation to Secure Deleting Queries (Smart and AdHoc)
We need a way to secure queries (smart and ad-hoc) from being deleted. In our organization we have a select few that build smart queries and multiple users on ad-hoc. We have had a problem with queries being deleted either accidentally, or intenti...0
-
Allow Listbuilder Datalists to be created from Ad-Hoc Queries
Allow users to create listbuilders from the ad-hoc query tool. Would give more power to end users when looking at datalists/dashboards created via config
0
Reviewed: Voting Open
-
auto expand query search folders in 3.0 webshell
When searching for a query, the folders by default are collapsed, as opposed to 2.91, where they were expanded. This adds another step in the process of finding the query you want.0
-
Shortcut to create queries by source view
About 75% of our queries use the Constiuents Source view. It would be a huge time-saver if we were able to create a Query task called 'Add a constituents ad-hoc query' that would by pass the screen where you have to select the constituents source ...0
-
Have the ability to edit query filters at run-time when exporting.
This would require the ability to use a smart query in an export process. It would allow end users to, for example, export detailed information about all the members of a Group by selecting the group. This is especially important for filtered info...0
-
Please enable the links in an exported report to link back to CRM rather than to Blackbaud.com as it does currently. Blackbaud Case 12089159
Please enable the links in an exported report to link back to CRM rather than to Blackbaud.com as it does currently. Blackbaud Case 12089159. This is Chris with the Blackbaud Enterprise CRM Support team. I'm writing in reference to case 12089159 -...0
-
Smart Client & Web Shell should mirror each other as this is a security issue.
We have users who uses both the Smart Client and the Web Shell. We found out that when you are in the Smart Client, the user have other additional roles than when they are in the Web Shell. This is a security issue and the Smart Client should mirr...0
-
allow the export .csv, .xlsx, .pdf, etc. drop downs features that exist on all reports, data lists, etc. be permissionable.
It would be nice to grant or deny users the ability to export the contents of data lists, reports, or any other place where the export .csv, .xlsx, .pdf, etc feature appears. This aids in reducing static sheets that cause confusion and closes a se...0
-
Security roles - end dates or inactivating on employees last day
If a user's security account could be made inactive as of a certain date that would be helpful. We often know when an employees last day is going to be and we have to remember to go in the next day and remove all roles associated with the employee.0
-
Add Recurring Gift Total Paid field to the revenue query view
In an ad-hoc revenue query in CRM, I would like to include the total amount paid on a recurring gift (Total Paid field which is displayed on the transaction), however it is not available in query builder.1 Reviewed: Need Further Info