Separate Constituent Summary/Opportunity Summary details into multiple columns

Sometimes we do not want to see all the additional details and only want to show the constituent name, so list row is narrower on the screen. It also would be great that these summaries are individual data items so we can see only specific items i.e. Name in one column and email in another column. We can only see it that way when we export it. The idea is that we want to be able to sort on any field and have them all independent so the tool can be used as a working list vs having to export.

Same goes for Opportunity Summary - We need to sort on opportunity purpose but Opportunity Name is lumped together it only sorts on Opp name.

In db view we can see all fields independently and all fields are accessible in all query types (for the most part).

Please open lists up, it is so locked down that it is unusable for many of our needs. We have to still use MANY queries.

  • kasandra clarke
  • Jan 18 2024
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