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Link to interests and involvements
Suggestions to link intrests and involvements Suggestion : The ability to have fields from BBEC available in BBNC • Solicit codes • Contact types • Mail preferences Also the ability to have a preferred option available to users for • Phone typ...0
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Segmented House File - Merge into Alternate IDs
When importing a segmented house file into an inactivated marketing effort, enable a "check alternate ID" for look up field. Often data is exported out of CRM, provided to the vendor for segmentation, by the time the vendor returns the file, recor...0
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Allow test segments to be created in marketing acknowledgement templates
Many of our large non profit organizations will test different packages for their acknowledgement. Example: When acknowledging new donors, they may split that segment 50/50 to test which welcome package works the best. It is very typical that thes...0 Reviewed: Voting Open
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BBDM - Need an includes tab
Often we add constituents to a segment by Lookup ID. When we do this, we need to make sure they are not dropped by the Exclusions tab. It would be great if BBDM added an Inclusions tab that would process after Exclusions so we could add constituen...0
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Ability to influence Marketing Effort segment counts
Currently when refreshing the segment counts of a marketing effort, only the universe selection is included. It would be useful to allow the exclusion criteria to be optionally taken account of - ie If I do a segment count, I want to know how many...0
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Link tasks, the way they are linked in true project management software
I would like to be able to change a deadline on one task, and if that task is linked to a sequence of tasks, the deadline on those associated tasks will also move forward. This is how true project management software like Basecamp and Workzone ope...0
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spam risk indicator on emails
Would like to see an indicator of spam risk as emails are created.0
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Ability to copy selection for Marketing efforts
For complex marketing effort some time we need to create similar selection and segment with a variance that then can be updated instead of creating a new selection each time. Example Athletics marketing effort by sport , Reunion by Faculty , etc.1 Already exists
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use duplicate detection when entering direct marketing vendors
Currently, entering a direct marketing vendor does not detect suspected duplicate records if a similar record already exists, like it does when entering new constituents.0
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Increase the size of the 'Name' field when adding a Marketing Effort
The visible 'Name' field when creating a Marketing Effort is very small and is not big enough to see the full name of the effort without having to scroll through box. There is plenty of room on the form to expand this.0