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Fix export definitions rights
If a user has rights to edit a marketing effort, that user is also able to add new export definitions even if that user does not have rights to that area. https://www.blackbaud.com/kb/index?page=content&id=BB7501410 Reviewed: Voting Open
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"Add Constituents" After Marketing Effort is Activated
There is a great feature in the marketing effort functionality called "remove members" this allows you to remove the appeal from the constituents' communication history after the mailing is activated...when the mailing did not actually go out to t...0
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Display segment and package detail on revenue details screen
When revenue is added to CRM using a finder number, the Effort, Appeal, Finder No and Source Code are displayed on the revenue details form. It would be extremely useful for this form to also display the Segment and Package name, so someone can ea...0
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Marketing and Communications calendar view
No description provided0
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Add Remove Members functionality to the Correspondence and Appeal Mailings
Just like the Marketing Efforts, the Correspondence and Appeal Mailings should also have the ability to "remove members".0
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Provide ability to user-define solicit code sort order
Would like ability to user-define solicit code sort order (in addition to just alpha sort) in order to place most-often-used codes at top of list. (MOD suggestion)1
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Unable to do phone processing on a marketing effort
Currently, we can only do address processing on addresses and filter our export off of specific phone numbers. It was recommended that we add phone processing into the overall marketing effort functionality.0
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Add Extended definition on Solicit codes
When defining solicit codes, we'd like to be able to add notes on how that solicit code should be used. For example, we have created a UIAA Hawk Shop Drop but would like to be able to add a note on the definition of the code to explain how that co...0
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Add ability to query on email marketing web statistics
All data about the sending of email communications, including all data currently within the Web Statistics area, must be readily queryable and reportable.0
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Corporate Structure Employee Information/Individual Summary does not look at Relationship End date
The Individual Summary on the Corporate Information screen does not look at the end date of the relationship. Currently, it includes employees that are no longer with the company (have a relationship end date). This is confusing. Please either dro...