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ability to tie/link dropdowns
When a value from first dropdown is selected, second dropdown should filter according to related items for first dropdown. This should be an available input option when building New/Edit pages.0
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Under Administration/Queue display more information such as date/time last run and add more filters
Under Administration/Queue display more information such as date/time last run and whether job schedule is set or not so that as an administrator you can quickly look to see what issues you need to address similar to Administration/Business Proces...0
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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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Add the ability to Mass Export Attachments
When clicking on an attachment filename, the attached file is downloaded to be viewed. Some clients may need to download all attachments for all records associated with the organization. Currently, CRM does not have a way to do this in mass; only ...0 Will not implement
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add the ability to query on the date of a recurring gift adjustment in a revenue query
It is possible to get to the date via the Recurring Gift Revenue Function History section with query but there is no way within that section to output the activity type (that you see on a record) so it is impossible to match up which date goes wit...0 Reviewed: Voting Open
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Expose Name Format Options to Query
Currently, you can define Name Format Options to be used in Marketing Efforts. However, the similar functionality, Address Processing Options not only can be used in Marketing Efforts but can also be used in Query. Please extend the Name Format Op...5 Reviewed: Voting Open
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Default folders to alphabetical within Information Library
When adding a folder via Manage Folders in the Information Library, it would be helpful if CRM would sort folders alphabetically as a default. It is very time consuming to have to click the up or down arrows to move the newly added folder to where...0
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Feature Permission to Secure Adding Smart Query Instances
We need a way to secure smart queries from being added from the smart query definition. There are only 2 people in our organization that has the knowledge and ability to add a smart query via an ad-hoc to create the definition, but without this se...0
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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... -
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
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Reviewed: Voting Open