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Allow 'Not equal to' as operator for boolean fields in Ad-hoc Query
Please allow 'Not equal to' as an operator for boolean fields in Ad-hoc Query. This would allow us to compare two boolean fields to see if they were not the same and would allow us to check whether a field was anything other than True, e.g., False...1 Reviewed: Voting Open
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Allow Smart Fields to be pulled into Research Lists like Constituent Attributes
Currently we are not able to pull information about our organization (like giving) into Research Lists, only information related to the constituent's activity/giving with other organizations. We would like to be able to include Smart Fields in Res...1 Reviewed: Voting Open
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"or is blank" no longer an option in query
It has been identified the 'Or is blank' option has been removed from yes/no filters in Query. The example given is within Revenue attributes; "Gift Registry banking form". Selecting the value for the filter, the only filter which can be chosen h...0 Will not implement
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Add Interactions to the Constituent Profile Report
At times it is necessary to have a comprehensive view of specific constituents. While the information that can be pulled into the Constituent Profile Report is very useful, being able to view constituent interactions would make this report more co...0 Reviewed: Voting Open
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Add site add/change/deletes to Constituent profile report
When site security on a constituent is modified, there is no record of who did it or previous values. The audit table: constituentsite shows that the sites have been modified and the user that did it, but there is no record of the constituent chan...0
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Allow List Builder lists name to be sticky and remain after users leave the page
List Builder list names used to be sticky which allowed users to see which customized filtered list they are seeing . This functionality got lost and we would like it back. Now, when a user leaves the page, the columns remain filtered (which is go...0 Reviewed: Voting Open
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Add Ability To Filter On Other Output Fields In Export Definitions
We have the ability in query to filter fields on the values of other output fields. However, this ability is absent in export definitions - as far as we can tell, we can only filter output fields on manually-entered constant values. This means tha...1 Reviewed: Voting Open
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allow us to be able to create folders for selections as we can with ad hoc queries
No description provided0 Reviewed: Voting Open
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Query - Save without Closing
It would be great if you could save a query without having to close the query. This could save the work completed in the event of a time-out.0
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Add Milestone data to the KPI query node - enable PowerBI reports using that data
We are using PowerBI for reporting, and would like to be able to show the Milestone data on the PowerBI reports. At the moment the only values available in the query node is the total target. The charts in CRM for KPI data are not great they are t...0 Reviewed: Voting Open