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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
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Have the ability to re-receipt via global change or process
This would be useful as if a receipt list process fails or leaves any records off this would allow you to ensure that the constituents receive a receipt.4 Reviewed: Voting Open
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BBIS Email Subscriber List should use Mail Preference Appeal Category
When you use the BBIS Email Signup Form to collect Communication Mail Preferences for Appeals, it requires a Category. When you send create the BBIS Email Message using Appeals as the Data Source, all CRM constituents that have a Mail Preference =...0 Reviewed: Voting Open
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Add an option for “language preference” on the constituents record
There is a need for “language preference” on the constituents record which is linked to the letter process and dictates whether the constituent gets a French (or other language) or English version of a letter (it is law here in Quebéc).1 Reviewed: Voting Open
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Solicit Code management via Household Settings
Household Settings-based global Solicit Code management for HH and its members. So if an individual (as a member of a HH) is given a particular solicit code, a global setting would enable automatically forcing that Solicit Code to the HH record, a...0
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There should be a way to change the receipt preference on a selection of records.
If a selection of constituents needs to have year-end consolidated receipts, but this was not initially set up on the constituent record, it would be good to have a way to do this. Additionally, new constituents created by BBIS donation do not hav...0
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Mailing processes should respect constituent mail preferences when not using "formatted" output formats
Mailing processes (general correspondence, receipting, ect) should respect user mail preferences when not usind "formatted" output formats.0
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Ability to sort Marketing Acknowledgement Letters on re-receipt and gift amount
There does not seem to be a configuration option to allow sorting letters based on their status as re-receipts or on gift amounts. These options would be useful to improve the efficiency of letter processing.0
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Add BBDM marrying within segment functionality to Acknowledgements
We would like to marry within segments when running acknowledgements. This is available in BBDM, and we would like this same functionality to be an option in the Acknowledgement area as well.0
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Enable the recording of non-revenue responses to Public Media Efforts
A key group in our organisation advertises on radio and in national newspapers inviting people to request further information about their services. The group would like to be able to record that a person responded to the advert to ask for more i...0 Reviewed: Voting Open