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Allow access to change/update receipt letter templates without having to edit the receipt process
Currently to modify the receipt letter template in "Receipts" the user must be granted access to edit the receipt process. I propose creating a process to allow the modification of the receipt letters without actually being able to edit the rece...0
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Ability to schedule email jobs for marketing efforts and membership renewals
Create a business process that can be queued as a step so emails can get sent for efforts and renewals.0
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Allow the selection for which BBIS site the emails sent from CRM are sent from.
We have multiple sites in CRM and BBIS for each foundation. We need the ability for the email being sent using Marketing and Communications in CRM to be sent through a specific site in BBIS so that the end users can access the email reports specif...0
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Enable Marketing Acknowledgement Templates to both assign letters based on segmentation and allow multiple letters per revenue
My organization uses marketing acknowledgement letters as receipts. We need to allow multiple letters per revenue because we need the process to receipt records that already have a revenue acknowledgement letter assigned. But we also give differen...1
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create a copy function for correspondence processes
We could then set up templates for our typical fields and then the user could modify the other fields to match the needs of the correspondence. We are currently having issues with users not using the household function correctly and that would be ...0 Reviewed: Voting Open
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Add the ability to alphabetized letters using the correspondence process to generate a mailing
There is not currently a way to alphabetized letters using the correspondence process to generate a mailing and it would be useful to create a method for sorting how they are sent.0 Reviewed: Voting Open
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Add a documentation tab to Marketing Efforts and Appeal Mailings
Would be helpful to be able to see the actual copy of what was sent. Really helpful for Gift Processing Teams.0 Reviewed: Voting Open
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In the planning calendar, the option to unselect all appeal mailings should be present
If there are many appeal mailings on the calendar, it is a hassle to unselect all but the mailing for which you're interested in.0
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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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Add an option to output Merge Letters to FTP from processes such as the Acknowledgement Letters process.
This would allow for users to bypass having to manually download the Merge Letter from the process history and have it automatically uploaded to an FTP folder.0