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Vote
Create an interaction on a consitu
We would like functionality where, if an email is generated from BBEC, an interaction is placed on the constituent's record that shows date, and text of the email.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Email Marketing / Interactions
0
8
Vote
Correspondence Exclusions add selection so can easily exclude constituents who have already got the letter this month
For General Correspondence processes exclusions, it would be good to be able use a selection to exclude. So, for example, I could add a selection of constituents who have already had this correspondence this month - and they would be automatically...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Marketing and Communications
0
8
Vote
Inactivate an activated Marketing Effort
Need the ability to have an activated marketing effort made inactive when necessary. Due to the way are DM department handles audience selections we cannot always use BBDM the way it is designed to work. We have to import segmented house files in ...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Marketing and Communications
0
Reviewed: Voting Open
8
Vote
Add start & end dates & Types to Relationship Managers
We have multiple people that manage realtionships with constituents - for specific reasons -- RM for Financial Info (Pledges), RM for specific Events... Having a Relationship Manager Type (and start/end dates) to track who has managed/is managing...
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Email Marketing
0
Reviewed: Voting Open
8
Vote
Ability to select multiple solicit codes to apply for a single constituent
We have a number of solicit codes we can set for a constituent, many are trying to help reduce the amount of communications sent a year to a constituent without completely stopping all contact. It would be useful to be able to set multiple solicit...
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Marketing and Communications
0
6
Vote
Update Aspose to allow more Mail Merge functionality
My organization has SkipIfs in our Word Merge files which currently do not work when processed by CRM. This is because CRM uses an older version of Aspose in which the SkipIfs are not supported. Aspose added this functionality in a release on 8/20...
Created 12 May 14:58 by Guest
Blackbaud CRM / Marketing and Communications
0
7
Vote
add the capability to copy a marketing plan from year to year
Much of the information in a marketing plan remains the same. Allowing users to copy a plan from year to year would save a lot of time and make the use of marketing planner more meaningful and fruitful
Created 23 Feb 04:48 by Stephen Mally
Blackbaud CRM / Marketing and Communications
0
7
Vote
Categorise seeds by channel
Create functionality to categorise seeds by channel, i.e. Post, Phone, SMS, etc. This will also us to bring in a group into the marketing effort rather than have to choose seeds one by one.
Created 23 Feb 02:32 by Stephen Mally
Blackbaud CRM / Marketing and Communications
0
6
Vote
Segment Builder should include a field for Segment Category
We use Segment Category for all of our Marketing Segments. We also use the Segment Builder to create most of our Segments. Segment Builder does not include a field for the Segment Category. We need to have these updated by a programmer after creat...
Created 03 Apr 19:05 by Patricia Salzillo
Blackbaud CRM / Marketing and Communications
0
7
Vote
create an option to view scheduled email messages in date and time order with title and recipient list information, like a messages queue tab. Also I suggest adding the ability to unschedule an email to go back an edit it if it hasn't yet been sent to recipients.
This would be very useful to departments constantly scheduling various email messages to various recipient lists. The ability to view exactly which email messages are going out when and to whom will help users avoid sending messages that conflict ...
Created 08 Oct 16:57 by Guest
BBIS / Email Marketing
0
Reviewed: Voting Open
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