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Allow users to associate a public media efforts to a marketing plan
Our security plan prevents users from creating stand-alone marketing efforts so that 1) all efforts are part of a planned or ad-hoc plan, are reviewed/approved at the beginning of the fiscal year, 3) provides structure and a streamlined approach. ...0 Will not implement
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Query On Which Email Hyperlink Someone Has Clicked
By default the Query tool allows you to report on whether someone clicked through on any links within an email, but this is a yes/no field and does not include the name of the specific link that was clicked. It would be useful if the standard Quer...1 Will not implement
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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 on ...0 Will not implement
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Email committee members
Would like an easy way (one-button) to email the active members of a committee and record communication/interaction on all their records - don't want to have to make a selection for every committee we have. Want to click button and have committee ...0 Will not implement
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Ability to define the channel for a Communications process, particularly for General Correspondence
We are currently on version 2.94.1524, software revision 109)I. It is not currently possible to define the channel for a communication process. We particularly want to do this for General Correspondence. We are using General Correspondence process...1 Will not implement
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Copy and paste source code values
Communications tab/Appeals subtab. It would be helpful to be able to highlight and copy the Source code value so it can be accurately pasted into other elements of the constituent's record.0 Will not implement
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GDPR Add "all channels" and "End Date" options
"Regarding GDPR functionality in BBCRM 4.0 SP 15: 1) There is no selection for All Channels and 2) Can't edit the solicit code once applied to a person (can't end date it!) . Are we missing a configuration or is working as designed? Are there plan...1 Will not implement
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Direct Marketing Only Client have Addressing processing options
With Direct Marketing and RE7 only inside of DM there are no addressing processing options so there is no easy way for us to send information directly to seasonal addresses that we have on file.0 Will not implement
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Ability to query Postal or Zip code 5 digit and the Zip+four in Seperate fields
Does CRM does not have the ability to parse out the zip codes? It's difficult to run counts based on zip codes. Currently we have to output it parse out the zip plus in excel to receive an accurate count. Also, couple of our lettershop and data ve...0 Will not implement
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We can opt a constituent out of mass emails, but we cannot opt them out of receiving printed receipts.
We can opt a constituent out of mass emails, but we cannot opt them out of receiving printed receipts. It would be nice if we could do this. Some people don’t want monthly receipts…They only want the end of year total sent to them in Janurary. The...0 Will not implement