Is it possible to make the Opportunities for Renewal list exportable? We have a volunteer who goes through our list of expired opps and contacts the orgs for us, so we need to be able to print off a list for them to work from, preferably with contact details fir the opps.
Yes please!
We often do the same to update/check info. An exportable list would be extremely useful, at the very least.
Again, it's a feature that was on earlier versions and we used a lot.
Yes Please
We would definitely benefit from this,
Also, is there some way that a check box could be added to the ones that have been actioned? This makes it so easy for someone else to pick up on the work in a few days without having to keep a separate log of organisations contacted about their expired opps. I know we could add activities to say what we have done etc, but if there was the option to have this info on the report in the first place it would be so much easier.
Thanks.
Yes Please
I was just looking at the enhancements at the top of the voting list and I am wondering about this one. While I agree that it would make sense to include download options for this report, do the folks who have voted for this enhancement realise that you can produce this report in 3 minutes, using the report writer. This will then be downloadable in pdf and csv formats. The user would also be able to define exactly which fields they would like to see.
It seems a shame to use one of our valuable enhancements when there is an alternative.
Hi Richard
Thats a good spot, if you could maybe highlight the steps it would take to do this then others could follow those steps. If it completes the requirement then we can drop the enhancement and automatically move to the next one down.
Hi Parvez
I didn't see that one coming!!! I have just knocked up a document detailing the steps. I think it's easy to follow and I'm sure that it will satisfy the needs of those who want this. I'm happy to help anyone out if they get stuck.
Maybe the 9 people who voted for this can now show their appreciation by transfering their vote to "Unique names of activities for last step of Send Info emails".
Just kidding - but I do think it's important,
Regards
Richard
Hi Richard
Its one of the dark arts we employ in open source community driven software, better to have a large number of small contributions as they say!
Thanks for this, we might create a tips/tricks area and add this guide into there!
Thanks again
Yes please to a tips and tricks area- we have guides that we could contribute too.
Hi Richard & Heather,
Tips & Tricks section has been introduced now. Please add your contributions.
**NOTE** - Please make sure that you don't expose any sensible data thorugh screenshots and attachments.
Link - Tips & Tricks
Thanks
Gopi
I've had two goes at posting in Tips & Tricks but it doesn't appear....
What am I doing wrong?
Hi Richard,
Contents posted in 'Tips & Tricks' section will be reviewed before being published. Your post has been published now.
Thank you for your contribution.
Great - thanks. Hope someone finds it useful. Do you have the final list of which enhancements you are going to work on now?
Richard