Request No Email Filter Capacity In Web View
I just would like to throw in the idea of further integrating the web view and the database view in Raiser's Edge by allowing a filter function for those constituents who have "Requests No Email" checked in the "Bio 1" tab of the constituent record. I am routinely filtering lists in web view due to the convenience of the location filters but, if I need to filter for communication/solicit preferences, as well, I am limited since the web view currently only allows for the filtering of solicit codes.
Having the capacity to include/exclude "Requests No Email" from web view would eliminate the additional step of saving the web view list as a static query in the database view and then adding additional solicit/communication criteria before, finally, exporting the list/query.
Thank you for all that you do!
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Guest
- May 18 2020
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Yep, nothing worse than trying to run a gift acknowledgment tool and realizing you can't filter out "no valid address" and solicit codes.
Surprised this isn't voted up more.
Current solution: make a static query in DB view, create a list based on it, refresh the static query prior to running acknowledgment letters (or whatever else). It's a hassle.
Most of our staff members are using web view exclusively to pull lists, and this is an essential function we need to be able to include or exclude those who request no email from our lists.