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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 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. -
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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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.0 Reviewed: Voting Open
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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...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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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
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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 ...0 Reviewed: Voting Open