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Query Type = Ratings needed
The AND operator does not suppress old ratings from the found set. It would be good to have a Ratings Query Type available.0
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Solicit Code Security & Query
It is challenging that if a user doesn't have security access to solicit codes that they can't query on solicit codes or open queries that are using solicit codes. We use this when we have solicitors review queries for mailings sometimes so we now...0
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We would like to be able to change the default filters in Query from checked to unchecked
It would be nice to have a way to change the defaults in query to unchecked instead of checked for the following fields Include inactive constituents, Include deceased constituents and Include constituents with no valid address. This would elimina...0
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Add Gift Link to Query for Recurring gift pay cash
This would be useful for those who are working with RGPC and the records has multiple Recurring gifts. We want to easily identify which RGPC belongs to which RG through Query or Export.0
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Ability to run a query for how many records were changed/updated in a specific date range
There is a Date Last Changed option, but that only works for seeing how many records were changed since the last batch update. My organization is curious about the increase in data entry work and data integrity over the last few years and there's ...0
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Add option for Household processing in Queries & Reports
It would be so helpful to have the option to process queries and reports by household rather than by constituent. Building queries AND exports in order to do this is somewhat tedious, and it would be so nice to consolidate that process. With repor...0
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Quick way to get a sum total of gifts made by either spouse as part of a married couple
In cases where soft credit wan't always assigned, this would be so helpful.0
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Include Query Output Field "Last Gift Soft Credit Date"
It would be extremely helpful and useful to be able to export the "Last Gift Soft Credit Date" field within query, specifically a constituent query. We're mapping data from Raiser's Edge to Importomatic-MailChimp. The query criteria needs to pull ...0
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Query for the Document field on an Action record
Currently, when we select either Meeting or Task/Other as the Action Type, there's a field that says Document. However, we cannot include that field in the Query criteria or Export. If we store information in that field. we then have no way to que...0
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Database Query: Prospect Ratings Organization
When working with database queries and trying to query specific sources from Prospect Ratings, every available specific source shows every available category to choose from. The issue is not all sources are related to every category and vice versa...0