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add the ability to run the Prospect Profile report for households
We keep financial data at the household level so the prospect profile report doesn't work and the constituent profile report will not show data from Wealthpoint because data in wealthpoint is at the name level. We have to manually enter data to ge...0
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Ability to Print reports direct from CRM (without having to download to PDF first)
Our users would like the ability to print reports from CRM without having to download them to a PDF first. This function should be available for any browser.0
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allow Fundraising Hierarchy to be exported and maintain relational view
Apart from the 500 row limitation, export of the Fundraising Hierarchy removes the relational view aspect of levels) either allow this view to be maintained on export or provide export/printable report that uses this view.0 Reviewed: Voting Open
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Allow reports to be created, named and saved like we could in RE.
Many of our customers are asking why they can't create a report, name it and save it like they could in RE. I know the functionality just isn't in BCRM. But we would like to see that in a future release.0
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allow users to restrict the ablitity to add, edit, and delete ad-hoc or smart queries
Currently users with rights to a specific query view are able to add, edit, and delete queries. We would like users to be able to view queries but we don't have a way to restrict their ability to perform additional record operations on them. We be... -
Add a gift fee node to the DesignationLevel1 node in query
It would be helpful to be able to query on the gift fee that is set at the account. It is a critical piece of information used to calculate gift fees on a revenue transaction.0
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It would be good to have an un-do option within the query builder
When building a query, in haste I sometimes select the remove field where either the wrong field is highlighted or the wrong level (filter rather than output) is selected. It would be good to be able to undo this rather than find the node and add ...0
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Query Logic - Greater than or Equal To (add a "include blanks?" option)
When you use a "Greater than or Equal to" Criteria in a query, there is no option for "include blanks". As such, I have to create another criteria that include "is blank" and link the two, which is not very productive.0
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Allow "Change By" or "Added By" in Query to pull from a selection
When setting up a query, it would be helpful, when using the "changed by" or "added by", to be able to pull in a selection. There are times where we want to segregate data that are changed by one group of users exclusively. Right now we are manual... -
Enhance Query Paging
In 2.94 WebUI, on the Query page, you have to click ‘Apply’ and then ‘Expand all’ the folders each time to see your queries. The first page of the screen should be loaded automatically. The folders should be expanded automatically, or provide a wa...0