A few users in the Facebook user group have mentioned webview query acting funny, so I went and tested it out. I believe this is a bug and I wanted to bring it to your attention! Here's what's going on: If you add a summary field to your criteria and include additional filters within the summary field, if you add that…
Hello! We're beginning planning for bringing the Export module to web view, and I'd love to get your thoughts on our prototype. I'm hoping to put together 1-2 calls next week to review the prototype and get feedback. If you're interested in joining a call next week to see the prototype and provide feedback, please comment…
When opening a constituent record from the Query Results, allow that window to be “moveable” so the user can see behind it as needed. In below example, would like to be able to move the top-most window around on the screen to allow user to view records and information behind it in the query without closing the record. Not…
When we converted to RE, a large number of our relationships were incorrectly converted from our legacy system into RE as NON-reciprocal. This has been an ongoing cleanup project. I would love a way to identify non-reciprocal relationships for cleanup in web view. I don't see one currently but could be missing it. I…
Not sure I'm using the right terminology, but what I'm wondering is if the results for a given query can be cached in some way so that once you've run it, you can revisit the other tabs in the query (Criteria, Output, Sort) and then go back to Results without it re-running the query if you didn't make any changes. DB view…
We noticed recently while participating in the EAP for web view navigation that there doesn't seem to be the ability to add or modify County data. We utilize County a lot. I mention it here because while that field appears in Query in web view, it doesn't seem to be functional. I get the bobbing green ball when I click it…
Hi David and team. I just went to run a query I only run this time of year in webview and it will not run there. When I try, it gives me this error message with a little red triangle w/ an exclaimation point in it near the bottom of the screen: “The compare_type must be None for the first filter field, and And or Or for…
Hello! As I mentioned in this post, we've now released what I consider the critical pieces for Query to be broadly useful to customers at large. As such, I'm currently targeting a first limited availability wave next week. From there, we'll evaluate continued feedback and plan to transition into general availability by the…
Happy Monday! In the past week we've released a few new features that I know folks have been waiting for: * Query fields * Favorite fields * Summary Information (releasing now - should be present in the next hour) They all function identically with their database view counterparts, so when you get a chance, please try them…
Hello! We were trying to create a query today in web view and the criteria included an inactive appeal code. There were other inactive appeals that appears just not the one we needed. When would all of these become available? Also, it would be nice if there was an option to toggle display inactive appeals similar to…
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