The User's Edge
The Official Blog of The Raiser's Edge

Organize your Queries with Folders

Is it hard to find your queries on the main Query page?  Does it take forever to find the query you are looking for because you have so many?  Have I got great news for you!
 
The Raiser's Edge version 7.85, which is scheduled for release in July, has new tools that will help organize your queries.  In version 7.85 you will be able to create directories, or categories, to group your queries.  You can create categories by user or by the query’s intended use (i.e., monthly gift queries).  Rather than scrolling through your entire list of queries, you'll be able to go to the specific folder your query is in, and open it from there.
 
To create and organize query categories, select Organize Categories from the menu bar of the Query page. On the Organize Categories screen, you can create, rename, and delete query categories. You can also adjust the order in which the categories appear on the Query page.
Posted: Jun 10 2008, 11:01 AM by Kevin Brunson | with 13 comment(s) |
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Comments

Grace Schroeder said:

Finally!!!! Glad to see this. This will be a huge improvement. We have been using our Home Page (Favorites) to group our frequently used queries and exports but having this available on the main Query page is wonderful news.

# June 12, 2008 3:26 PM

Melissa Graves said:

WOO HOOO!

# June 13, 2008 10:46 AM

Jonathan Carter said:

Fabulous - 40+ employees who have created 2000+ "must save" queries thank you.

# June 13, 2008 1:26 PM

Brian Zive said:

I am looking forward to evaluating query organization management in 7.85.  Query inventory management is something my organization has been struggling with.

# June 16, 2008 11:28 AM

Terri Allen said:

Ditto on "WooHoo"!!!!

# June 20, 2008 4:33 PM

Teresa Garavito said:

Wonderful news! This will be a great improvement for managment queries.

# June 22, 2008 12:50 PM

Josh Smith said:

Awesome news I can't wait to begin cleaning up this section of RE.

# June 24, 2008 8:46 AM

Nicki Hastie said:

Yes, a big cheer from me for this news! It's a good reason to get tidying.

# June 30, 2008 9:04 AM

Ryan Abbott said:

I'm just surprised it has taken them this long to make this available!

# July 4, 2008 6:41 AM

Ada Kirven said:

This is going to be a major improvement for organizing.  Now what about report folders too?

# July 11, 2008 12:12 PM

Tim Friesen said:

Will this be automated? Will there be a way to automatically classify all "Gifts posted as batch ..." in a specific folder?

That would really make this feature useful.

# July 23, 2008 10:48 AM

Kevin Brunson said:

Tim - at this time, the process will not be automated.  In order to move a query to a specific folder will be a one-off process.

# July 24, 2008 3:21 PM

Melissa Prcic said:

This would be great if I actually had time to move our many, many queries one by one.  It's a great function, but not very useful if I can't categorize lots of queries at a time.  Maybe the next version?

# September 10, 2008 7:54 PM