Joshua Walker
- Total activity 96
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 28
- Subscriptions 38
Activity overview
Latest activity by Joshua Walker-
Joshua Walker created a post,
Bulk add Financial Locks from the Payment Deadlines Report
It would be great to be able to manage Financial Locks from the Payment Deadlines report as an Action. For example, if we pull a list of students who are overdue on their payments, it would be grea...
-
Joshua Walker commented,
Here's the help page for the tool that I used to use that had them and they were SUPER helpful: http://donortools-www.herokuapp.com/userguide/reporting/smart-tags
-
Joshua Walker commented,
Adam Sentz - I just reread the automation Knowledge Base article and I don't think it really gets at the functionality. Maybe I'll explain it differently. One thing we do frequently is run a Data S...
-
Joshua Walker commented,
Adam Sentz - perhaps I don't understand automations well. Can you explain how automations would do this? It's also possibly I didn't explain myself clearly either. I'll probably be able to tell whi...
-
Joshua Walker commented,
This would be very, very helpful.
-
Joshua Walker commented,
BTW - I still think this is a great idea that would be sooooo useful. I didn't think the idea up myself; we used a tool called "Donor Tools" and they did this with something they called "Smart Tags...
-
Joshua Walker created a post,
Send Report to another user
Hi, It would be great if there was an option in the Data Slicer to send a report to another user. I know I can save it / then tell them to go run it themselves, but it would be really nice to simpl...
-
Joshua Walker commented,
@Evan Donovan, we were not able to do it. The company we contacted was pretty pricey for our school. And I haven't had time to put into it lately.
-
Joshua Walker commented,
Nathan Phillips (and whole thread). I created a feature request for Zapier 3 years ago. If y'all want to add your upvotes it would be a great way to kill multiple birds with one stone. https://supp...
-
Joshua Walker created a post,
Reorder student custom fields
Can we have the ability to set the order for the student custom fields in how they appear on the Student Information section and also how they appear on the popup to edit the information? I current...