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Move to the new SSIS package deployment method
According a Microsoft documentation the deployment method for SSIS packages has changed starting with SSIS 2012. The legacy model still exists for backward compatibility.The new model is Project Deployment Model, the old is a Package Deployment Mo...0 Reviewed: Voting Open
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Allow option between DATE and DATETIME on export definitions
Some fields for export definitions would be very useful for us if we could make them display as DATE rather than DATETIME. Typically, with an export definition going to excel we can change this ourselves. However, we'd like to be able to use some ...0
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We found a way to identify the user running reports within CRM like the Constituent Profile report - thought it may be helpful to others
I couldn't find anything in the KB on how to do this. Here is the SQL we created to identify users running a specific report - ran against our DMS database server: USE ReportServer SELECT el2.ReportPath , CAST(TimeStart as DATE) AS DATERAN ,c...1 Will not implement
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scroll to the highlighted text when doing a find in a report when the result is on subsequent pages and the entry must be scrolled down to
If I search a text using the text search field provided on report page, the page containing the searched text should get open and the highlighted text should get on top. Work-around: Export report as pdf and search using PDF reader.0
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prevent fully qualified date time fields from being exported from an ad-hoc query when exporting as an xslx file
We've just went live in Production with CRM v4.0 this Monday. We are seeing that when we export to excel using the button within the query designer, all of the dates are coming over with a date and time. Whereas, when we export to CSV they do not.... -
Add a mechanism to prevent conflict when ETL and other processes are running
Prevent Address Finder (or other similar processes) from running at the same time as the ETL and creating conflict OR provide a way for these processes to run concurrently. An error occurs when duplicate primary addresses are found, and it must...
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Create a "TRUE" first gift date smart field on a constituent record (including household giving)
When you add a smart field to a constituent record, the data pulled in is for the current member while a smart field on a household record looks at all revenue applied within the household. If you are looking at individual constituents in a query...0
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Provide ability to multiselect smartfields to edit
Right now there isnt a way to multiselect smartfields to edit0
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ensure formatting of notes (bullets) is retained when you export to .pdf
When I add a constituent note with a bulleted list, the bullets are lost when I export my constituent profile to a .pdf. Everything in the bulleted list ends up in one long string in the .pdf version of the report. Same thing happens when I export...0
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Allow users to query on constituents with an address (seasonal or not) in a location (city/ZIP code) on a specific date or range of dates
When fundraisers travel or we plan events, we need the ability to generate a list of all constituents who will be in the surrounding area on that date or range of dates. We need to be able to query to see which constituents have a valid address du...0