We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.
I would like to be able to limit the data output for the Revenue and Recognition Credit fields in Export by the revenue application and/or by specific designations. This will allow me to be able to pull a list of patrons and look and ONLY information related to Donations without needing to remove information related to recent Admissions (or vice versa) when asked for a list of prospects with their Donation history.
I want to be able to create a series of columns in an Export Definition with only information related to recent donations, followed by a series of columns with only admissions info, rather than having all of that information mixed together in one column. This would give my Development Officers the ability to have a quicker, clearer snapshot of the ways in which groups of patrons have been engaged with our organization and what their priorities might be.
Customer references | Development Leadership, Development DBA |