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11
Vote
copy a queue process
Ability to copy an existing queue process to facilitate the creation of a new queue. Many BBEC functions have the "copy" ability. I really miss it in the Queue Processes window.
Created 29 Jun 13:22 by David Abramsky
Blackbaud CRM / Marketing and Communications
0
Reviewed: Voting Open
11
Vote
Create a Wizard for Creating Marketing Efforts
This area has a definite step-wise process within CRM and yet there are no wizards or usability tools to make it easier to manage for a user who oversees this area. We would propose the creation of a wizard that walks a staff member step-by-step t...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Marketing and Communications
0
5
Vote
Add a feature to allow adjustments to consolidated revenue receipts to automatically mark all associated revenue for re-receipt
Currently when making an adjustment to a gift that is part of a consolidated receipt, and re-receipting with a new number is required, only the adjusted revenue record is marked for re-receipt. For some organizations it is desired that all revenue...
Created 24 Apr 17:23 by Scott Dunbar
Blackbaud CRM / Marketing and Communications
0
Reviewed: Voting Open
10
Vote
link a seed record to a constituent record
Seed records should be linked with Constituent Records in CRM. This will be useful because organisations should not have to update a person's address in one location and again in the other.
Created 23 Feb 02:30 by Stephen Mally
Blackbaud CRM / Marketing and Communications
0
10
Vote
BBIS Sponsorship Send an Email - add more merge fields and ensure contents of email are stored in CRM as a note on the interaction
The BBIS Sponsorship Dashboard includes some great tools - including the ability for a sponsor to send an email to their child. It would be great if the text content of the email was stored directly in CRM as a Note on the Interaction created o...
Created 29 Jun 13:23 by Guest
BBIS / BBIS / Email Marketing / Sponsorship
0
Will not implement
4
Vote
Manage Correspondence: add column filters to both "Correspondence List" and "Correspondence Codes" tabs
For the Manage Correspondence screen: add column filters to both "Correspondence List" and "Correspondence Codes" tabs, just like you have for Information Library. We have enough correspondence processes and codes to make such filtering very helpful.
Created 21 Oct 18:52 by David Abramsky
Blackbaud CRM / Marketing and Communications
0
Reviewed: Voting Open
3
Vote
Ability to add additional "channels" for Marketing efforts
We are beginning to use texting more and more to commuicate with our alumni, especially our younger alumni populations. The only options currently are mail, email, phone or multi-channel.
Created 02 Sep 17:13 by Missy Egelhoff
Blackbaud CRM / Marketing and Communications
0
Reviewed: Voting Open
9
Vote
Search filter in 'View Emails'
Would it be possible to add a search filter within the View Emails area of Marketing & Communications? There is one in place for Application Users under Administration and this is much easier to use than the separate search form.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Marketing and Communications
0
9
Vote
Allow dynamic selections to be used for Marketing Effort Segments
You can currently only add static selections to Marketing Effort Segments. It would make things easier if you could also add dynamic selections.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Marketing and Communications
0
9
Vote
Show past the current calendar year on the Planning Calendar
We would like the Planning Calendar to have a filter to show next calendar year and this fiscal year.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Marketing and Communications
0
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