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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 ...0 Reviewed: Voting Open
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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...0
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Raise the cap on Segmentation Summary Report to allow reporting on >500 segments
Currently, the Segmentation Summary Report will not run if the Marketing Effort has more than 500 segments. We would like the cap to be raised so that we can use the Segmentation Summary Report on our large marketing efforts.0 Reviewed: Voting Open
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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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Add a way to find marketing effort segment direct responses, indirect responses, and unresolved responses with revenue IDs
My organization would like the ability to find the revenue records that are direct responses, indirect responses, and unresolved responses on marketing effort segments. We occasionally have issues where revenue records have a segment's source code...0 Reviewed: Voting Open
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Allow for email type selection for address processing within Direct Marketing Effort
Within a Direct Marketing Effort > Effort Settings > Address Processing > Address Processing Options, you can select different address types for constituent mailings. EXCEPT email address types are not being pulled in here (nor can you se...0 Reviewed: Voting Open
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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 fruitful0
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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. -
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... -
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...0