NEW FEATURE REQUEST

Column Data

Showing 4

Add Latest Interaction Date and Info as a report column

I need to be able to see when my last interaction was with a constituent when I'm viewing various reports. This information may be helpful in providing next touchpoint guidance, allow me to prioritize which constituents need some new communication...
11 months ago in Calculation and Analysis Tools / Column Data 3 Under Consideration

I need a way to display all email, phone, or address information with a constituent or household in a report

I use reports to review contact information about a number of constituents and households, and sometimes I either don't know the specific address, email, or phone number or need access to all of the contact information. In those cases, I would lik...
over 1 year ago in Column Data / Reporting 3 Under Consideration

Add enhanced relative date filtering and columns

I need to be able to create report filters and column data that have relative dates that are more flexible than the limited options currently available. For example, I need to create a report with columns that dynamically shows revenue for each of...
9 months ago in Calculation and Analysis Tools / Column Data / Filters / Reporting 1 Under Consideration

Report column for has attachment

Description I need to know if a transaction, interaction, note, or task has an attachment when running a report.
about 2 years ago in Column Data / Reporting 2 Under Consideration