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9
Vote
Show past the current calendar year on the Planning Calendar
We would like the Planning Calendar to have a filter to show next calendar year and this fiscal year.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Marketing and Communications
0
11
Vote
Create a Wizard for Creating Marketing Efforts
This area has a definite step-wise process within CRM and yet there are no wizards or usability tools to make it easier to manage for a user who oversees this area. We would propose the creation of a wizard that walks a staff member step-by-step t...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Marketing and Communications
0
13
Vote
Allow all export definition types to be used in General correspondence
In order to produce a variety of documentation, the general correspondence process should allow any export definition type to be used. This would allow us to produce event confirmation letters, sponsorship letters and other types of correspondence...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Marketing and Communications
0
12
Vote
Make it possible to inactivate/expire/hide receipt processes
As confirmed to me by Blackbaud Support, it is not currently possible to inactivate, expire, or hide a receipt process that you do not want to delete, but want to preserve for historical reference purposes. It would be very useful to us to be able...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Marketing and Communications
0
17
Vote
Develop import for Communications
An import for Communications would be really helpful. We often manipulate mail lists outside of CRM so much that the Correspondence function does not work for us.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Import / Marketing and Communications
1
13
Vote
Add better search functions to lists eg MarComm>Export Definitions
This is common across the whole of V3 and this is just an example. With the introduction of page veiws you can only see 25 (?)items per page, We have 349 Export Definitions and therefore seraching for an ED requires you to randomly select a page ...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Marketing and Communications / Search
0
14
Vote
Improve Marketing Effort functionality in regard to mailing to Households
We currently inactivate households where there is only one active member (suggested by our conversion team). Because of this, we cannot mail to "qualifying households" via a Marketing Effort because active members of inactive households would neve...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Marketing and Communications
0
17
Vote
We would like to be able to use an existing constituent as a seed in a Marketing Effort
We would like to be able to use an existing constituent as a seed in a Marketing Effort, and have that seed appear in multiple segments in an effort.
Created 29 Jun 13:22 by Patricia Salzillo
Blackbaud CRM / Marketing and Communications
0
21
Vote
Import Appeals
It would be great we can would import appeals (appeal name, description, appeal category, report code, start date, end date, appeal goal)
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Import / Marketing and Communications
0
Reviewed: Voting Open
15
Vote
Rsegmented house file
Request came through customer support to be able to re-import a Segmented House File import process using a new file. Editing the existing House File Import does not allow use to select a new file to use and re-run with.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Marketing and Communications
0
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