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Vote
Allow variable data in checklists
I have noticed that checklist items can read HTML code such as URLs, but cannot render EMP variable data like {{Unique PURL}}.
Created 22 Aug 15:19 by Guest
Import/Export
0
Community Discussion
2
Vote
Sync Group and Export file times
When using the export "Phone calls from yesterday", the touchpoints file includes a bunch of touch-points with today's date that are from yesterday evening. The export file contains the dates as they are stored in our database, which keeps all dat...
Created 22 Aug 15:19 by Guest
Groups / Import/Export
1
Community Discussion
3
Vote
Email address shows invalid/opt-out on Duplicate screen
It would help simplify the deduplication process to see bad emails on the screen before hitting resolve, especially if two email addresses are similar.
Created 22 Aug 15:19 by Guest
General / Import/Export
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Community Discussion
1
Vote
Show Events attended for individual records in Group export
I was wondering if there is a way in the current group exports to show events attended for each individual record in the group? Specifically, I have a group titled "Fall 2016 Funnel" and it would be ideal if there was a column that showed each ind...
Created 22 Aug 15:19 by Guest
Groups / Import/Export
0
Community Discussion
4
Vote
Deleted Records Should Auto Restore if New Information Appends to Them
If we have a deleted record and for some reason new data from our nightly load comes in, it seems as though the new data updates can be appended to a deleted record--even if there is another record that exists for that same person. If that is the ...
Created 22 Aug 15:19 by Guest
Import/Export
1
Community Discussion
2
Vote
Email opt-outs Export date range
We are looking at our email opt outs on a monthly basis and it would be extremely helpful and more efficient if I could limit the dates and be able to choose a time period for the export.
Created 22 Aug 15:19 by Guest
Import/Export
0
Community Discussion
4
Vote
Allow manual imports to be copied, retain field matching
While I am hopeful that my IT department will one day get a transport up and running, I actually think a better option/solution would be to allow manual imports to be copied. Clicking the copy button would open up a new import screen to select the...
Created 22 Aug 15:19 by Guest
Import/Export
0
Community Discussion
2
Vote
Set sort order on exports
It would be great if we could set the default sort, or, set the sorting order on a per export basis. So I could order by last name, then first name, then zip (for example).
Created 22 Aug 15:19 by Guest
Import/Export
0
Community Discussion
2
Vote
Email address importing lexibility
On imports the only options for email fields are the standard four options - I think a good default option would be "Update if EMP value is blank/invalid and file value is not blank". Additionally, would it be possible to make the email field have...
Created 22 Aug 15:19 by Guest
Import/Export
0
Community Discussion
1
Vote
Student Exports in PDF format
I'd like to be able to build exports of students in a PDF format. We would find this useful to send reports to coordinators on their applicants by status with certain fields showing. I don't believe any of the current "reports" allow you to show a...
Created 22 Aug 15:18 by Guest
Import/Export
0
Community Discussion
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