Additional Report Information

arckinteractive / en-issues

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Additional Report Information #31

Closed ncadjan closed 6 years ago

ncadjan commented 7 years ago

We have had a request for an additional set of data in MIRG. We need an estimate on how much time this would take. Some of these fields might not be pulled in from SF right now. These are the SF fields we need to make this report work. They will be under the Contact Info dropdown:

Member Status (needed for sure)
Additional Desired Fields (if easy to add) Member Type Record Origin Start Date Amount (located in Opportunity)

ncadjan commented 7 years ago

2 more needed in Contact Info dropdown: First Name Last Name

Should be easy. She needs those to be able to sort the report in Excel once she exports it.

ncadjan commented 6 years ago

Matt, I checked with Tricia and she would like these and at least needs: First Name and Last Name in the Contact Info field.

She would really like to have if they are easy to add to ENsight: Member Status, Member Type, Record Origin, Start Date, Amount.

ncadjan commented 6 years ago

Will Not Complete