Search
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Add checkbox to allow a profile to be locked in order to prevent other users from making changes to existing profiles · completed
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Allow for adding a new query in the Gift Inclusions query within the profile view · completed
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Allow for adding a new query in the Appeal query selection on the analysis tab · completed
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Allow for adding a new query from the Constituent exclusions query within the profile view · completed
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Add a scoring deduction for deceased records
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Add ability to customize the data columns for the IOM search results · completed
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Make it so the "Retrieving Data from Luminate" box does not pop up over every other program
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Add reporting to Queryomatic
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Add the ability to pause an import
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Allow for adding a new query in the include or the exclude query in the hierarchy template, and in the heirarchy built, in a profile view
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use military time on timestamps · completed
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Allow users to restrict profile editing
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List Management- Restrict areas in which a non-constituent List Member record can be promoted · declined
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Export Data from RE · completed
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create iModules connector
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See if individuals are in more than one list in List Management · completed
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Ability to truncate string on import · declined
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Make "Change Data Source" into a button
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Ability to skip a cell if it is blank and not import a blank attribute or prospect rating
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Reviewing potential matching records · completed