Action Reports-Allow the filtering of | Ideas for Raiser's Edge

Action Reports-Allow the filtering of Solicitors by query

It would be VERY helpful to be able to filter on a QUERY of solicitors, so that for example, I can generate actions assigned to only our Primary Managers or to only the staff that works in the Athens Office, etc. Right now, I have to go in and manually select upwards of 15+ solicitors out of a VERY long list of solicitors.

Julie Hiland
Jun 12 2019

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Julie Hiland commented

June 12, 2019 18:34

We are a large healthcare system, where two (very soon three) different healthcare foundations are sharing one database. This type of filtering would be invaluable.

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