I am able to export from Visual Studio to an excel file as many as 400,000 rows from RDL while developing the report. But when the report is run in CRM, I can only export about 225,000 rows. Seems odd that visual studio can do it, but CRM cannot. Any ideas?
I was wondering how you handle supporting and scanning documents. If we are scanning supporting documents for our records, are we recommended to keep the hard copies.
I know we can put notifications on records so a notice comes up when the record is opened. What we'd like to be able to do is put notification of system issues across the top of the screen. This would be helpful in communicating issues and updates to users. Is anyone aware of a way to do this? I do have a case open with…
Hi BB CRM community! I'm wondering if any other self-hosted customers have been having issues with Address Accelerator. For the past few months, Address Accelerator has stopped working in our CRM and we've had to go and redeploy it.
Hello All, We are reviewing my fundraiser page and do not know why there is not option across this module to exclude historical plans, so I wonder how everyone is managing historical plans since they are included in all the tabs including my fundraising summaries which then does not portrait a current status of all plans…
Our foundation receives a lump sum gift from another organization but they provide detailed individual gift information for the lump sum. We want to soft credit each individual the amount they gave of the total but don't want to go one by one and want to import the details onto the gift. The individuals are always changing…
I'm trying to update prospects' funding interests (both adding new ones and updating existing ones) but I can't see how to do that in bulk. I've looked at global changes, Brightvine Data Link, and record operations and nothing's jumped out at me - hoping I've just overlooked it, as I have thousands to add and really don't…
Hello! Is there a documented process to clean up code tables? I'm familiar with NXT where I could merge codes in a table and they would reflect on all areas of NXT that code was used. In CRM I can't find an efficient place to do this. Thank you, Jovana
I've set up a new task, linked to a page. But it won't show on the Functional area page even though it's the same as others previously set up. I can see the page using the Test Page function, but can't get it to show. Help!
Is there a way to increase the limit for filter values as currently the tool does not allow more than 255 filter values?
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