Allow for More Search Fields in All Users Page

It would be incredibly helpful if we were able to add/see similar filter fields on the All Users page as on the All Contacts page. Being able to see the user address, donor ID, and even fund name, would allow for much more comprehensive report downloads.

  • Cecilio Palacio
  • Oct 22 2020
  • Reviewed: Voting Open
Client Name "shard name" lsa-umich
User Stewardship Admin, System Admin
Employee Name Cecilio Palacio
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  • Cecilio Palacio commented
    December 09, 2021 16:45

    Hi Carrie,

    Catching this (very) late - I never received an email notifying me of your comment, but yes this would be the idea. The ability to add fields could help in a number of additional ways, since there isn't a reporting tool built into the platform.

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  • Admin
    Carrie Goldberger commented
    December 04, 2020 19:27

    Thanks, Cecilio.

    To make sure I'm understanding the scenario behind this request - you all are only sending PDF reports to donors who have not logged in to the system. So you would use this information to see donor contact data and login information all in one place to determine which PDF reports should be sent. Is that correct? Please let me know if I'm missing any additional context!

    Thanks,

    -Carrie

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