I am not sure where this may fall in the migration to TWS but the favorites on homepage that are bookmarked will those be available in the future in webview? If not is there an easy way to re-create the bookmarked favorites?
This functionality is critical to me as a database-manager-type in our org. I have a lot of processes (like our gift committing, monthly gift reports/exports by departments, recurring staff payroll batches, and cleanup queries) where I have to categorize a bunch of queries, reports, exports, receipting that are all part of one process.
Having to move them into specific query folder/categories doesn't help when the process also includes Mail and Export and Report functions, and having them all in one place makes it much simpler and faster for me to run the processes needed to, say, commit a batch of gifts, which after committing the batch includes pullING daily gift and pledge reports, cash receipts journal report, receipt mail merge file, tribute/acknowledgement mail merge file, and the file we use for our tracking sheet Crystal Report merge via export.
If I cannot add a general favorites like I have currently to easily click on all of these things to make the process quick and simple, I'd likely have to open up a word document with a list of all the files I need to access, then go into each individual function and search for them within our larger lists to use them. Having them on the home page so that they're able to be clicked and open in a new tab or window would make the process a lot easier and make my less frequent recurring workflows (monthly or quarterly) a lot easier to remember and manage.
This functionality is critical to me as a database-manager-type in our org. I have a lot of processes (like our gift committing, monthly gift reports/exports by departments, recurring staff payroll batches, and cleanup queries) where I have to categorize a bunch of queries, reports, exports, receipting that are all part of one process.
Having to move them into specific query folder/categories doesn't help when the process also includes Mail and Export and Report functions, and having them all in one place makes it much simpler and faster for me to run the processes needed to, say, commit a batch of gifts, which after committing the batch includes pullING daily gift and pledge reports, cash receipts journal report, receipt mail merge file, tribute/acknowledgement mail merge file, and the file we use for our tracking sheet Crystal Report merge via export.
If I cannot add a general favorites like I have currently to easily click on all of these things to make the process quick and simple, I'd likely have to open up a word document with a list of all the files I need to access, then go into each individual function and search for them within our larger lists to use them. Having them on the home page so that they're able to be clicked and open in a new tab or window would make the process a lot easier and make my less frequent recurring workflows (monthly or quarterly) a lot easier to remember and manage.