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Queries - canvassers column
It would be useful if we could choose on the output tab on a constituent the canvassers to be joined together in one column rather than have the the record duplicated with one line one for each canvassers. it would also be useful to restrict the o...
Created 11 Apr 11:30 by Guest
Query
0
1
Vote
Make Constituent Attributes and Constituent Addresses reachable through relationships in Export and Query
Let's say I want to mail to all parents and grandparents of kids with an interest in violin. Violin interest is logically stored in attributes of the child record. The address I need to mail to is on the parent or grandparent record. This is a nig...
Created 15 Mar 20:17 by Guest
Query
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1
Vote
To have additional field like "Total Given" summarizes on the Receipt Amount
Most of our gift reporting based on the Receipt Amount field as for "quid pro quo" gifts and/or for the actual amount received after certain services provided. Currently, the Total Given field under "Summary for Fund" of Raiser's Edge summarizes a...
Created 10 Mar 18:30 by Tom Ong
Query
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1
Vote
Looking for a way to schedule a global query that will add actions based on a conditional mail merge.
After we run donor acknowledgement letters (through a conditional mail merge) we need to assign actions to various staff to follow up with the donor depending on the type of donation(letter sent) and the amount of the donation. Currently these que...
Created 09 Mar 19:59 by Guest
Query
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1
Vote
Allow save of file name and path when exporting a query
A query that serves a particular purpose should be able to retain its location and file name instead of always going to the user's default directory with a name consisting of the first 8 letters of the query name all in CAPS.
Created 07 Feb 23:01 by Perry Hudkins
Query
0
1
Vote
Pull Most Recent Notes
Being able to pull the most recent notes, regardless of timeframe, can give you an idea of when the constituents were last involved, and what was happening at that time.
Created 01 Feb 17:48 by Guest
Query
0
1
Vote
Change the wording for the Husband and Wife Addressee Salutation Text field name
Please change the wording for the field name Husband and Wife Addressee Salutation Text to HUSBAND AND WIFE ADDRESSEE TEXT Why is the word Salutation there? It makes it very confusing.
Created 10 Jan 14:26 by Guest
Query
0
1
Vote
Make "Ask" operator available for Summary option in query
I had queries designed with "Ask" operator which makes it user-friendly for exports. This way users can run an export and enter dates when it pops up rather than having to change date in the query first and then going to export to section to run a...
Created 06 Jan 17:27 by Guest
Query
0
1
Vote
Add "does not equal" option for queries of added attributes.
I wanted to eliminate about 20 records from a query of 100 or so. Rather than add a 'yes' to all 80 yeses, I added a 'no' to 20, but then I could not give the criteria of "does not equal 'no.'"
Created 23 Nov 15:43 by Guest
Query
0
1
Vote
Make it possible to filter constituency code information in queries
At present it is possible to filter total gifts within a query, but there are no options for constituency code. In particular, being able to add a date range to a constituency code would make querying much easier. Example parameters: I want to see...
Created 10 Nov 21:15 by Guest
Query
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