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  1. CiviCRM
  2. CRM-1525

Filtering for privacy settings is confusing

    Details

    • Type: Improvement
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: 1.5, 1.6
    • Fix Version/s: 1.7
    • Component/s: None
    • Labels:
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      Description

      Let's get this supported initially in Search Builder. Then we can look at extending to Advanced Search using David's suggestioned approach:

      "Exclude contacts with: [ x ] Do Not Email [ x ] Do Not Phone ...."

      For Search Builder, we want to be able to say:

      Find Contacts WHERE .... blah LIKE ....
      AND Do Not Email != 1
      AND Do Not Trade != 1
      etc.

      ---- Original post from David Strauss ----------
      Checking the DO NOT TRADE and other privacy options requires them and leaving them unchecked has no effect on the results. Not only is this confusing, it's also not very useful. When people export, they generally want to filter out such markings.

      I suggest changing the checkboxes to either drop-downs with multiple options or simply checkboxes that say "Exclude contacts marked DO NOT TRADE."

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            • Assignee:
              kiran.jagtap Kiran Jagtap
              Reporter:
              davidstrauss David Strauss
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              • Created:
                Updated:
                Resolved: