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Global Add Attributes for Other Record Types
Currently, the Global Add tool is only able to add Constituent Attributes to existing Constituent Records. It would be incredibly useful to be able to use this tool to add other types of attributes to other record types - for example, adding Actio...
Created 12 May 16:42 by Catherine Hodges
Data analysis
0
3
Vote
Save and Next Option for Processing Query Results Records
When making manual changes to records from the query results page in database view, there is a "Save and Close" option, along with a "Save and New" option. I would love to have a "Save and Next" option, which would save the record currently open, ...
Created 11 May 19:12 by Catherine Hodges
Data analysis
0
2
Vote
Constituent Age Grouping
When selecting constituent age group in insights or filters, there is no option to customize the age groups. Our constituent age average is 67 with our mean 72. We have donors who are as old as 95. Would like to be able to break down groups more t...
Created 11 May 18:18 by Joyce May
Data analysis
0
3
Vote
Dashboard Builder Values
Insight filter values should be selecting or clearing all values at one time instead of page by page. When only selecting 20 values out of hundreds, it is very frustrating to go page by page and a time consuming process.
Created 11 May 17:37 by Joyce May
Data analysis
0
3
Vote
Output Field ID and/or Description in lists and exports
Please allow for specifying which part of a field to display in a report, export, or list. For example, my organization runs a report that displays both the Fund ID and the Fund Description. Currently it is only possible to include Fund in the cri...
Created 01 May 18:17 by Suzanne Hopkins
Data analysis
0
1
Vote
Deceased Finder add columns to display
In order to be able to prioritize which records to look at the deceased finder output should have last gift date, total giving , record type (constituent, spouse , contact, event attendee)
Created 28 Apr 19:13 by Esther Moscovici
Data analysis
0
6
Vote
Link to Benchmarking Dashboard
This seems really straightforward, but there's no way to send/create a direct link to the Benchmarking Dashboard (and other preconfigured dashboards). I would like to be able to send a link.
Created 21 Apr 19:08 by Teddi Taylor
Data analysis
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2
Vote
Change Relationship field in Webview to be show as Industry from Database view
Industry does not translate from DBV to WB in the organization relationships. It is obvious that an organization would be the employer based on the relationship title ( Director, staff editor, surgeon, etc.) It would be much more helpful to see th...
Created 17 Apr 20:02 by Guest
Data analysis
0
15
Vote
Ability to add Custom Attributes from Database View to Custom Insights in Insight Designer?
Custom Attributes created in Database View are critical to my organization, but not being able to add them to our insights restricts how we can use the data we enter in our RE Environment. For example, sending Exported Queries from Database View t...
Created 06 Apr 16:55 by Guest
Data analysis
0
2
Vote
Exports should have a "Favorites" section the same way Query does
It's incredibly frustrating to dig through submenus for commonly used criteria. Query solves this with the "Favorites" function, but that doesn't exist in Exports. I would love to see this functionality added.
Created 29 Mar 15:02 by Guest
Data analysis
0
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