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Make it possible to enter assumptions to a marketing effort at the effort level
Make it possible to enter assumptions to a marketing effort at the effort level, rather than (or in addition to) at the segment level. We receive projections from our direct mail agency that we would like to enter so that the "expected" figures ca...0
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Surface cost per donor (CPD) at the constituent level (ADA)
Bring cost per donor (CPD) down to constituent level (from marketing effort level), so true value of each donor can be determined at individual record level. To include benefits plus cost of creatives, mailings, etc. (ADA suggestion.)0
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Add filtering to Source Entry in a ME
When building a source code in a marketing effort, it DOES NOT limit your choices as you go to each level. As an example, I chose Direct Mail as the Program Area but it let me choose the Program Type of MM which isn’t valid within the Direct Mail ...0
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Allow searching and filtering by Selection in BBDM Web Shell
In the browser version of BBDM you can easily sort your selections and do some searches to find the selection you need. In the web shell version there is no search or filter and now we have scroll through 22 pages of selections when trying to find...0
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Automatically add an end date on the primary business details of a constituent once constituent attribute "Career Status" is set to retired
Automatically add an end date on the primary business details of a constituent once constituent attribute "Career Status" is set to retired.0
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Make the scrolling feature on Constituent Summary area more user friendly in v.3.
In click once application scrolling up and down the task bar retained the headers for Constituent Summary. In V.3 everything moves down the screen and thus leaves a big blank space in the constituent summary area when you reach the bottom of the T...0
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Allow users to map a constituent to an organizational field in an acquisition list
There is no way to create an organizational record off of an acquisition mailing. All records are created as individual records. The field is there in the mapping table when you map an acquisition list; however, the field its not mapped to go an...0
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GDPR Add "all channels" and "End Date" options
"Regarding GDPR functionality in BBCRM 4.0 SP 15: 1) There is no selection for All Channels and 2) Can't edit the solicit code once applied to a person (can't end date it!) . Are we missing a configuration or is working as designed? Are there plan...1 Will not implement
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The Marketing Effort Exclusions Report Should Show Values for ALL Exclusion Selections
Currently the report will only show values for those selections added as exclusions that return results (i.e., the no phone list excluded 189 people). It does not show a value for a selection that excludes 0 individuals. If it returned results for...0
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Providing additional font sizes for email editor
Currently the email editor within BBCRM is fairly rigid in what sizes can be selected - could this area of the system represent other best in class products by providing the user an ability to alter font sizes as required. Currently the only way I...0 Reviewed: Voting Open