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Would Like to be Able to Create Dynamic Lists Using Data Warehouse Data
We would like to be able to create dynamic lists using data from the data warehouse. Presently, we have to create lists using data from both the CRM data and the data warehouse causing us to only be able to create static lists for many of our even...1 Reviewed: Voting Open
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be able to put parts of dates in query, eg month
I'd love to be able to export things eg totalled by month, so rather than putting the full date of a payment in, be able to choose the dates format, maybe day, week, month, year?1 Reviewed: Voting Open
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change the solicit code filter back to a drop down in query
In 2.5, the solicit code filter in query existed as a drop down, allowing for efficient and user-proof querying because it did not rely on manual entry of the solicit code name to filter off of. Unfortunately, this functionality has been changed i...0
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Expand Name Format Field
We can't see the entire name format. The box is too small. Plus, we cannot see the formula on how the format was put together.0
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Ability to export batch grid in WebUI
We need to be able to export the batch grid in WebUI, especially in Address Finder batches where before and after values to address records can be viewed and exported.1 Reviewed: Voting Open
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Add Smartfield Search
As of 2.94, smartclient can list all smartfields in a single page. That's not the case in webui, where it smartfield can be listed in several pages. Adding a search functionality would significantly be a time saving feature.0
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Smart Field Column
When you open the smart field area in administration, it is great that the "last run on" date appears. It would also be helpful to see the "scheduled frequency" if it is on a job schedule to ensure that the smart field ran when it was suppose it.0
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Reports should error gracefully where a criteria that exists, and is available for users to run, will cause a fail.
Refer to Job 11561875 for Plan International Australia - When running a revenue report Go to Revenue Goto Reports in the Action Task Pane Click on Revenue by Payment Method Select: All application Types Select All Payment Methods Select ALL Date...0
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Need 'comment' ability in queries both for testing and readability.
For years have wanted to be able to comment out filter lines temporarily to facilitate testing. Currently I have to take a screen shot, delete one or more filter lines, test, re-add the lines manually from the screen shot image. It's painful. Test...0
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Custom Code Value in Drop Down
Our custom codes are not an option in drop downs in Query. Instead you must type in the code, which is probelmatic because of mistakes in spelling etc.0