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5 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
Freddie Garcia
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3 votesFreddie Garcia
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5 votesFreddie Garcia
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9 votes
An error occurred while saving the comment Freddie Garcia
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11 votes
An error occurred while saving the comment Freddie Garcia
commented
Inner join and Left Outer joins would ne perfect !!
Freddie Garcia
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35 votes
An error occurred while saving the comment Freddie Garcia
commented
While you're there adding this permission. It would be really cool to have a field in a reporting object that indicates whether the ACH value has been configured. Maybe a boolean field such as "ACH Configured" True/False. I understand not having the value of the ACH in a reporting object for security/privacy but reporting just need to know if there is something there. Also, I know it's not the correct idea for this but a boolean for the SSN also? :-)
Freddie Garcia
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10 votes
An error occurred while saving the comment Freddie Garcia
commented
So having these "other detail" field in a reporting object would allow us to "fine tune" the Do not mail, do not call, do not email with a little more granularity. As profiles can have multiple phones and physical addresses and email addresses. Perhaps a profile doesn't want any communication on one address, however they may prefer the communication on another address. The current setting the Do not mail, Call, nor email are far too broad to be useful.
An error occurred while saving the comment Freddie Garcia
commented
Would be really great to have the "Other detail" for physical addresses on a reporting object also.
Freddie Garcia
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8 votesFreddie Garcia
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65 votesFreddie Garcia
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In essence an "all or nothing" permission. Full access enabled: Can do anything to any one. Full Access disabled: can't do anything to anything (even for yourself) except Run, filter, and export. Want to add a field to make this perfect for you needs? Need to call someone.
For custom reports, administration should be decoupled from development and in custom reports staff should always, always, be in full control of their own work.