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Add a way to output name formats in query
Please can you add a way to output a specific name format in query? In Raiserƒ??s Edge, you can output a specific name format without having to have that name format feature as a query filter. However, in BBECRM, you can only output the non-specif...0 Reviewed: Voting Open
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Being able to query on GL segment mappings
Currently you are not able to query on your GL segment mappings and the calculated field (ex: Designation, appeal, event) that is assigned to the segment. This can be a problem for a client that has a lot of mappings and needs to be able to check ...0 Reviewed: Voting Open
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Query On Which Email Hyperlink Someone Has Clicked
By default the Query tool allows you to report on whether someone clicked through on any links within an email, but this is a yes/no field and does not include the name of the specific link that was clicked. It would be useful if the standard Quer...1 Will not implement
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Ability to add an ad-hoc query or selection to Constituency Criteria (for Donor, Loyal Donor, Major Donor).
Currently, the selection criteria is fairly ridged. Allowing the choice of an ad-hoc query would create a more dynamic approach to donor criteria. Note: There was a similar request 10 months ago asking to allow Donor criteria to be defined via an ...1 Reviewed: Voting Open
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provide the ability to query on recurring gift installments.
• What Plan would like to achieve in a revenue adjustment queries is to be able to filter and output on the recurring gift instalment amount that the payment is associated to. This would mitigate the situation where donor has an adjustment on a pa...0 Reviewed: Voting Open
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Query on Constituents in ME after Calculate Counts
We need to be able to query on constituents in a Marketing Effort after 'Calculate Counts'. As of 2.9, this is only possible after Activation. We need this functionality to to be able to check our segmentation and provide query edit lists to the b...0
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Extend the OLAP Cube with Prospect Management Data
Would like for the native product functionality to extend the cube to include: Prospect Plans Opportunities General Prospect/Major Giving We understand this available through a customization but would like for this be available for all clients.0
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Be able to conditionally query on a Constituency
Because a constituent record can have more than one active Constituency at once, you canƒ??t just use the ƒ??One ofƒ? qualifier in query and select a list of values when applying a condition to the Constituency field. You need to select each of t...0
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Hyperlinked Records in Queries
Hi, In previous databases I've worked on, record results where hyperlinked so that I could go into the record directly (see screenshot). I know there's browse functionality but there's too many steps to go through, I often end up looking up record...1 Already exists
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Use an Excel file of Lookup IDs as part of your query filter
I would like to be able to use an Excel file containing Lookup Ids as part of my query filter. For example, I have an Excel with a column called LookupIDs (containing lookup Ids) and I would like to use this as part of my query filter.