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  1. Viewing all notes for a Household profile and any members

    20 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Kiki Greene supported this idea  · 

  2. If Then logic custom reports

    20 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Kiki Greene commented  · 

    Or at least, it would be nice to allow "AND" "OR" logic within one filter, esp. for textbox fields. Right now the logic can only exist between different filters, but within one filter/field, there is no flexible logic built in for multiple criteria, nor does it allow using the same filter more than one time (with different values).

    Examples:
    (1) filter "Prefix" is "Mr." OR "Mrs." OR "Ms." AND "not null".
    (2) filter "profile type" IS "x" AND IS NOT "y"

    I created a new idea for above (AND OR logic within one fitler) as well: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/46782934-custom-report-filter-and-or-logic-within-one

    Kiki Greene supported this idea  ·