-
Allow Format Options to be applied to historical Export records when downloading the results to a file.
Currently Format Options are only applied to the results on the Recent Status page of an Export. There are times the formatting is desired on prior instances when downloading the results to a file.0 Reviewed: Voting Open
-
create smart field definition that allow Higher Education institution to create smart field associted to Education data nodes
As a Higher education institution, we have complex needs that required educational data manipulation for different purposes, such as class year - faculty, educational attributes ( sport ,awards etc) and we currently do not have the ability to crea...1 Reviewed: Voting Open
-
Add Benefit Data to the data warehouse
Currently, part of the benefit data is in the data warehouse DIM_BENEFIT table, but there isn't any way to join it to the relevant revenue data that exists in the data warehouse. This data should be linked to the revenue data so that it can be inc...0 Reviewed: Voting Open
-
Add the ability to query Adjustment Batch Number from a Revenue query, under Revenue > Adjustment
We need the ability to pull the adjustment batch number in the same query - a revenue query - that we can pull information about the adjusted revenue transactions themselves. In a revenue query, under the revenue > attachment section, please ad...0 Reviewed: Voting Open
-
Revenue History Page should show when you select Revenue History Page from a Revenue Query Browse. Instead a Revenue History Report Shows.
In the Revenue Query when you select browse one of the items you can select is Revenue History Page - this takes you to the Revenue History Report. It would be helpful of it would go to the history page so you can review the revenue history by date.1 Will not implement
-
Create the Ability to substring within query
Perhaps you only want to display the first five of a zip code or just a certain segment from a source code. This would be a really helpful feature.0 Reviewed: Voting Open
-
create functionality to render constituent photos in query results and other parts of the program
We want get a list of all prospects with their pictures without having to write a customization. A constituent query allows you to output the photo, but it's just a varbinary string of characters and not the photo. We would like the ability to ren...1 Reviewed: Voting Open
-
Paste multiple values into a smart query
We would like to be able to cut and paste values into ‘One of’ criteria in smart queries, as can be done in ad-hoc queries (see https://bbcrm.ideas.aha.io/ideas/CRM-I-264)0 Reviewed: Voting Open
-
Info Library - Make search and selections on left pane sticky
The Information Library Search and Search and View Options (on the left side of the information library) would be more useful if they were sticky. It adds time to have to re-enter them every time you leave/return to the screen, and then wait for t...2
-
Enable filtering by Fiscal Year within queries and data lists
In data lists and queries, users only have the option of open date (greater than or less than) operators but in reality most think in terms of fiscal years. It would streamline data querying, as well as, improve usability to give users the option ...0 Reviewed: Voting Open