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Decision screen, CSV file, and organization name (Updated in 3.1.0)

We would like to generate a CSV file from the decision area to create mailing lables, file labels, etc. but have found that when we generate this CSV file the organization name is not included in the download - which is a big piece of what we need on the labels. We get around this situation by doing a data export, but it would be nice if we could do the same from the decision screen.

Idea posted June 4, 2012 by Laura Duty, Carl B. & Florence E. King Foundation

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  • Ideas commented  ·   ·  Report

    That is great - thank you! Now I am down to encouraging greater use/visibility of business titles on various screens.

    posted February 5, 2013 by Laura Duty, Carl B. & Florence E. King Foundation

  • Chris Dahl commented  ·   ·  Report

    Hi Laura,

    Now that this is in production, could you give me a little feedback on if it is satisfactory? I'd like to make sure you're happy with this improvement.

    Thanks!

    posted January 30, 2013 by Chris Dahl, Foundant Technologies

  • Chris Dahl commented  ·   ·  Report

    Hi Laura,

    I just wanted to let you know that this should be coming in the next release. It will be in our DEMO environment in a few weeks.

    posted October 13, 2012 by Chris Dahl, Foundant Technologies

  • Chris Dahl commented  ·   ·  Report

    Hi Laura,

    Thanks for bringing this to our attention. One of the things we are looking at re-working is how we manage Organizations and Contacts. We will need to discuss this a bit internally, but I think this is something we can add in the near-term. However, before we make changes to a particular page to just pull back one additional field, it might be better if we could get some an idea if there are other fields that might be useful. If any other users have suggestions regarding this, I'd like to hear them.

    Thanks

    posted June 22, 2012 by Chris Dahl, Foundant Technologies