Change Balance amount field into actual searchable amount
It would be VERY helpful if the "Balance amount" field were a Count type, allowing for search operators "Great than or equal", "Less than or equal", "Equal to" and "Not equal to".
I want to be able to select certain membership records based on the balance amount, and use that search as basis for email.
Dalek - you can actually create such a search now, under Contacts/Advanced search, use Balance amount field, select option "Overdue"
Dale Koetke commented
The fact that I cannot search based on the member's balance is a huge issue for me. I need to be able to reach back to all members with a balance and remind (nag) them. if I could create an advanced search using the balance (e.g. all members with balance > 0 ) it would be a huge time saver.
Matt Shriver commented
I need to communicate with a subset of members who still owe an installment payment for an event. The balance amount's value is indicative of whether they have paid the installment or not. By isolating those that have not yet paid it (i.e., their balance amount is $XX.00), I can create one email requesting payment that is tailored to each of them.
Lacking this search criteria capability, I had to export the whole list of members meeting most of the criteria, sort the data in Excel, highlight those I needed to communicate with, and then - one-by-one - create an email to each (using copy and paste of email text that included macro fields for names).
This does sound like a useful idea - I would appreciate if you could provide a scenario or two of how this might be used.
(To provide context: right now balance field is a simple flag with selections 'Overdue' and 'Overpaid')