Name of Feature/Request: Add a Contact Category Column to the Customer/Vendor Contacts Data Set
What financial, time savings, or quality of life improvements will occur from this: Things to Consider: | Wants to have a column that shows the contact category on a report generated for contacts details. This will help to identify to which category a contact belongs. There is already filter for contact category but it does not serves the purpose and the report can’t get the data that is required.
Attempted Solutions So Far: Use contact category filter in the contacts dataset but it only has Equal To / Not Equal To and you are not able to select all but have to create a report that includes multiple filters and report is not updated based on Category Updates.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Why is Contact Category not a “Column” on the Customer / Vendor Contacts Data Set? Actually the version of the Striven Data Set Column Filters spreadsheet in have (which I think is current) does not show Contact Category as a Column within any Data Set.
Request Overview - To be filled out by Striven Team
Original Request: Why is Contact Category not a “Column” on the Customer / Vendor Contacts Data Set?
What is the Goal/Topic?: To generate a report with Contact category.
Where in the system is this located?: Reports
How is the user accomplishing now / past: NA
Steps Taken: Told him that Customer/vendor contacts dataset have a filter for contacts categories which can be utilized for this. Opening FF.
Result: New Task - Feature Request | Previously accomplished: The only way to generate a list of contacts by Category today is to use the contact list feature in striven but it can’t be downloaded or printed.
StrivenID: 4324911