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change Address Processing Options to allow more than two levels of hierarchy for selecting addresses
Real world address processing needs often require more options. For example, we might want to select Business Address, Home Address, or Primary, in that order. We have a need to allow for 3-5 levels of hierarchy.0
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Add the ability to map a user-defined field in a Finder File to an alternate lookup ID
My organization would like to have a user-defined field in a Finder File mapped to an Alternate LookupID if the constituent gets created when sending in a donation.0
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add lookup ID to the Marketing Effort Exclusion Report
Currently the report lists only the excluded constituents’ names. When we send this report out to departments they have to lookup the constituent by name. Common names produce multiple search results for the department personnel and they have to d...0
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Allow users to pick which parts of a marketing effort should be included when refreshing segments and selections.
When calculating segment counts, and choosing to also refresh the segments and selections, I would like to be able to exclude from that process the selections in the Exclusion section if needed. That part takes the longest and I usually don't even...0
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Add functionality within a marketing effort that would allow us to create ad-hoc finder numbers within an effort after the effort has already been activated.
This feature would prevent us from creating additional marketing efforts when we have a need to solicit a constituent who was inadvertently excluded from a previous marketing effort.0
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provide the ability to filter on additional revenue fields in Direct Marketing Export Definitions.
We would like the ability to export the last gift to a particular appeal when exporting via Direct Marketing Efforts. We would also like to export Sponsorship Recurring Gift information separately from non-Sponsorship Recurring Gifts information w...0
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In BBDM, Allow selections to be "Saved as"
Currently in BBDM, only queries have the "Save as" button open. Selections, accessed through the Marketing and Communications functional area, only have the "Save", "Save and close" and "Cancel" buttons available; the "Save as" button is grayed ou...0
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Change the editing of Acknowledgement mailing label templates to be similar to Acknowledgement letters
Acknowledgement letters can be edited via the Update Template button. The process is convenient and easy. To modify a label template you need to merge a label, save the label to your desktop, make changes and then upload new label to the process. ...0
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Create additional options to "Calculate amounts as of" field for pledge reminder processes.
We need more useful options on the calculate amounts as of field for pledge reminder processes. The two options presented now are today and <specific date>. When we run reminders at the beginning of the month, we need to calculate amounts as...0
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We would like to see the dropdown list of marketing source codes switched back to value order
This order parameter was added in 4.0: 'order by [MKTSOURCECODEPARTDEFINITIONVALUES].[DESCRIPTION]' We are often looking for month-ordered items and alpha-numeric ordered lists take extra time for us to sort. It would be helpful to us to have the ...0