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Allow the Planning Calendar to filter between Marketing Acknowledgements and Direct Marketing Efforts.
Currently when filtering on the Planning Calendar both Marketing Acknowledgements and Direct Marketing Efforts are displayed when checking 'Marketing Efforts,' which can can lead to confusion. It would be helpful if there were separate options.0 Reviewed: Voting Open
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Include Name Format Options in Correspondences
Name Format Options should be available for Correspondences just as they are for Marketing Efforts. I have to do so much clean-up on correspondence exports to make the Addressee and Salutations for Households.0 Reviewed: Voting Open
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BBDM Email not Using Ribbon Interface
The BBDM email editor does not use the Ribbon Interface which was promoted as a change to all HTML content editors utilising BBIS.0 Reviewed: Voting Open
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BBDM Email Issues with Hyperlinks
a) Only URL and Special Page options when creating/editing a hyperlink – whereas formerly you were also able to search for BBIS pages, search for BBIS documents, and create a range of other types of links. b) You cannot create a mailto: email hype... -
create a refresh all marketing efforts queue for a specific time frame
We have a queue process that refreshes our Marketing Effort results on a nightly basis. However, I need to add every single Marketing Effort individually to this queue once it is activated. We are asking for a way to create a process that refreshe...0 Reviewed: Voting Open
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Include qualifying spouses on a single mail piece
We need the ability to combine household members (husband and wife), when both qualify, on a single mail piece with their name in stacked format (one name printed on line 1 and one name on line 2) and have both receive finder numbers and source co...0
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BBDM Email Advance HTML/CMS Editor
It would be beneficial to have a more advance HTML/CMS editor with features such as: 1. Accommodating responsive HTML 2. Having pre-built responsive templates that editors can re-colour and reshape. 3. An upload button. This basically bypasses c... -
Dedupe Acquisition Lists against the database
It would be nice if there was an option when importing an acquisition list for it to dedupe against your constituent database. That way hospitals could use this to import the patients for their grateful patient programs. The dedupe would keep them...0 Reviewed: Voting Open
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Allow users to associate a public media efforts to a marketing plan
Our security plan prevents users from creating stand-alone marketing efforts so that 1) all efforts are part of a planned or ad-hoc plan, are reviewed/approved at the beginning of the fiscal year, 3) provides structure and a streamlined approach. ...0 Will not implement
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Have a test mode for the BBCRM email editor, similar to the one for BBIS's email editor
It would allow for much quicker testing, rather than, say, having to add an invitation and invitee to an event, send the invitation, upload the job to BBIS etc. Our main email writer prefers to use the BBIS editor for creation and testing, because...1 Reviewed: Voting Open