Better editing ability of selected list

Post your ideas here on new features you would like to see included in future versions of the Donor Manager.
Post Reply
Ken Kruzan

Better editing ability of selected list

Post by Ken Kruzan »

We need the ability to do fine editing of a selected list of partners within the program and then be able to use that list to bulk post to the touches table. Currently we can only do fine editing of a selected list only when it is exported to anExcel table. The ability to then use that to drive posting to the touches table does not exist.
jmuehleisen
Site Admin
Posts: 737
Joined: Sat May 29, 2004 1:28 pm
Type the middle number, please (202): 202
Location: Kampala, Uganda
Contact:

fine tuning the filters

Post by jmuehleisen »

Version 5.25 will include a significant upgrade to the filtering routines, but won't allow you to do the fine tuning that you have mentioned. It will allow you to do the posting to the touches table of the filter that you asked about, but not the ability to go and say "include" and "exclude" on a record by record basis.

However, this is a possibility for a future version. I can sure see some uses for it myself!
John Muehleisen
Mentoring Emerging Christian Leadership in Africa for Excellence / Integrity / Innovation
Post Reply