 adlane
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| Joined: 12 Jun 2013 |
| Total Posts: 8 |
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Searching by notes
Posted: 11 Feb 2014 04:00 PM |
| I would like to be able to run a report to show all Donor files that had a note added in a specific date range. |
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Re: Searching by notes
Posted: 11 Feb 2014 04:03 PM |
Hi Adlane,
This feature is not currently available however can be added to our feature request list to be considered in a future update. I would like to better understand your request, how would your center benefit from this type of feature? What purpose would it serve, how would you utilize it? With the additional details I will be able to properly document the request and it's purpose. Thank you!
Blessings,
Ashleigh |
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adlane
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| Joined: 12 Jun 2013 |
| Total Posts: 8 |
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Re: Searching by notes
Posted: 18 Mar 2014 02:21 PM |
| One example would be this: I wanted to run a report of all the donors who had an address change in the last year. I always add a note when I change an address. If I could search by notes, I could pull that up easily. |
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Amyc
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| Joined: 11 Apr 2011 |
| Total Posts: 252 |
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Re: Searching by notes
Posted: 18 Mar 2014 02:46 PM |
Hi adlane,
Would you want to be able to search within the note (i.e., search for "address" within all donor notes), or just see which files had a note added within a specific time frame with the contents of the note?
Thank you for the detail,
Amy |
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adlane
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| Joined: 12 Jun 2013 |
| Total Posts: 8 |
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Re: Searching by notes
Posted: 18 Mar 2014 03:51 PM |
| searching by keyword would be awesome, but I would settle for all files with a note added during a specific time frame. |
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Amyc
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| Joined: 11 Apr 2011 |
| Total Posts: 252 |
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Re: Searching by notes
Posted: 18 Mar 2014 03:54 PM |
Hi adlane,
I can add this request to your file. Will you email me your account information to amyc@ekyros.com? I'd like to document the specifics of your request so that we can consider it for a future enhancement to the software.
Thanks again,
Amy |
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Re: Searching by notes
Posted: 10 Jun 2014 01:24 PM |
| I would love to see this feature as well. |
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Re: Searching by notes
Posted: 10 Jun 2014 01:31 PM |
Hi Ccpcbanquet,
Thank you! You are on a roll today I appreciate you taking the time to share all of your great ideas with us. I will add your center to the requesting list
Blessings,
Ashleigh |
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