The second request is related to filtering data. My organization migrated a lot of contacts over from our old system. Those contacts are neither leads nor students. We are having difficulty filtering and running reports from this data. Soon I will be asking Populi to migrate some more data over into custom fields I've created. This data will go into the contact info of some of these old contacts (again, which are not students or leads).
I'd like to be able to run reports on these fields, and any other fields for the contacts that are not students or leads, but it seems the only way to do that is to mark these contacts with Tags. This is frustrating and I'm really hoping Populi has plans to make a "Data Slicer" feature available for all the data in the system, not just students. This is my request.
Please let me know if you have any questions.
Thank you!