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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.0 Reviewed: Voting Open
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Allow people to be added to a marketing effort which has already been activated
We would like to use marketing efforts to document and report on our daily communications with new supporters, but we do not want to create and activate a new marketing effort every day. It would be very useful to be able to add people to an exist...1
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Allow web fonts to be used in email messages
It is becoming a common practice to use web fonts for email messaging. CRM/BBIS strips out code that supports the "link" methodology of including web fonts in an email message. This prohibits us from designing emails that utilize our organization'...0
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Make record count calculation history available after marketing effort is activated
It can be helpful if we have a marketing effort that takes longer than expected if we can see something besides the last run on an activated effort.0 Reviewed: Voting Open
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Preserve original finder number assignment after re-calculation of segment counts
As a failsafe, we would like for the original finder numbers that are assigned the first time the Calculate Segment Counts process is run to STAY with the constituent on subsequent re-calculations (unless the range is deleted entirely). Currently,...0 Reviewed: Voting Open
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To create drag and drop feature for File upload/Attachment
We have many places in CRM where we can add Attachment or Upload a File. I am suggesting to have a feature like drag and drop file. And also if we can upload multiple files at the same time.0 Reviewed: Voting Open
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Add a Source Code Search task to the Marketing and Communications area
So we can easily look up a Source Code. It could just be an interface to the 'Source Code Search' Search List. -
BBDM - make Gift Tribute information available
We'd like the Gift Tribute information to be available in BBDM. We often exclude donors who only give "in memory of", and sometimes segment by that same information.1
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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.0
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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...0