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allow the ability to assign letters to soft credit recognition recipients only
added this for EarthJustice since they requested this functionality2 Reviewed: Voting Open
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Add an option to Membership Renewal Efforts to include active members if the primary member is deceased.
Currently the Membership Renewal Effort only "looks" at the primary member when considering records to include in the effort. If the primary member is deceased, and the deceased handling is set to exclude these records, active non-primary members ...0 Reviewed: Voting Open
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BBDM Email Conditional Content
Conditional content is not possible through BBCRM, whereas it is through BBIS.0
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BBDM Unable to Reschedule or Cancel Sent Emails
Once an email has been scheduled, it is not possible to change or cancel it in instances where it becomes necessary to do so. -
allow the clear results button to be active when a receipt process is interuppted
Occaisionally a receipt process will be unexpectedly terminated and the only way to clear results is via a SQL query. This button should light up for any time that there are transactions that need to be cleared.0
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BBDM Email Merge Field Dropdown/Pop-Up
Changes have been made to the Merge Field dropdown/pop-up. This change manifests the following problems: a) Multiple merge fields can no longer be highlighted and then dragged and dropped into the email editor. b) Export Definition nodes are not i... -
BBDM Email Text Migration from Sources
It should be possible to migrate text from an outside source into BBCRMs email editor, as a simple cut and paste, in such a way that the hyperlinks transfer and the font automatically adjusts to the set template. This is technically not a regressi... -
BBDM Email Issues with Images
You can add and change images; however the previous image functionality is missing – this missing functionality included the ability to: a) Set the image description and title. b) Assign classes to images. c) Advanced image alignment options (i.e.... -
Marketing Effort - Display more segments
In 2.9 the marketing effort displayed 36 segments on one page In 4.0 the marketing effort only display 17 segments. We track segment information in the marketing effort request. This means that for ME's with more than 17 segments, we have to snip ...0
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Marketing Effort - sticky columns
Please add sticky columns to Marketing efforts. It is very important to see the segment name field. We have to resize the column every time we go to a marketing effort.