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Flaw Found in New Update: "Summary Fields" from Custom Reports is now an option in Queries but only included calendar year options
Having the "Summary Fields" from building a custom report available in my query results is a great option because that is often the information I am trying to access when pulling an account query. The only problem is the update only include a few ...1 Already Works That Way.
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Fields for constituents' social media info
Have you considered adding fields to the constituent's record where you could save links to his/her LinkedIn and Facebook profiles and include their Twitter and Instagram usersnames? I think that would be handy.1 Already Works That Way.
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persona "in effect from" date
Being able to see the year (vs. ONLY the month/day) would be very helpful. I'm not sure how only the month/day are helpful without the year.1 Already Works That Way.
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Being able to query BBMS and manually entered donations in same query
Currently, we have to do 2 queries: one for BBMS generated donations, and one for all other donations (checks, PayPal, etc). I then have to manually compile them into one. If they could all be generated in the same query, it would be a huge help!1 Already Works That Way.
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Show the Account Number when searching for a Name and the search is sucessful
It requires another step to find the account number. You must open the account to see it. The account number is the one thing that is UNIQUE and it is shown when the name is found. If I am searching a list of names, say 50 to 100, to confirm they ...1 Already Works That Way.
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Quick Search on Account Number
We would find it useful to be able to search on the account number in the search bar2 Already Works That Way.
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A facility to mass update campaign/fund codes for Auto Recurring gift schedules at the beginning of a new financial year
It would be really useful if you were able to mass update the campaign and/or fund codes in all auto recurring gift schedules at the beginning of a new financial year, because currently you have to go through each recurring gift schedule and updat...2 Already Works That Way.
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Please create a Largest Received Fund summary field
I would like to analyze my largest received amount, date, and fund, but there is no such summary field for fund.2 Already Works That Way.
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Receive a notification email when a BBMS transaction fails for any reason
It would be useful to know when donors are having an issue trying to process a transaction. We could engage the donor when we see this happening rather than having to dig for this information.1 Already Works That Way.
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Allow multiple event assistance choices for a constituent
There should be a way of entering multiple event attendance in the user defined fields section for event tracking. If a constituent has assisted two different events and assisted or declined either or both, you would have to make a new category fo...1 Already Works That Way.