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Query on Constituents in ME after Calculate Counts
We need to be able to query on constituents in a Marketing Effort after 'Calculate Counts'. As of 2.9, this is only possible after Activation. We need this functionality to to be able to check our segmentation and provide query edit lists to the b...0
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Please update the CRM email editor so it does not break HTML email code
In BBCRM, the email editor in Marketing and communications > Email marketing currently breaks email code as described below. Please update the editor's config so BBCRM can be used to send mobile responsive emails that work across email clients....0 Reviewed: Voting Open
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RFM scores to constituent records
We have done RFM segmentation to our donors and would like to be able to count the the score based on specific parameters and that to the constituent summary screen to help our donor services to give manage the customer in a better way over the ph...0 Reviewed: Voting Open
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Enable refreshing of Marketing Efforts from a query selection.
Currently the only way to refresh multiple Marketing Efforts at once is via a Queue process, which means we must manually add each new Marketing Effort to the process. It would be more efficient to be able to set up a query with specific criteria ...0 Reviewed: Voting Open
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Add a 'top n' feature to Segments
As well as the existing 'nth' and 'random' options, add a 'top' option, so that the first n records returned by the Selection, are chosen. That way, we could, for example, include the first 150 people by donation amount, Attribute value or anythin...1 Reviewed: Voting Open
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Improve Marketing Effort functionality in regard to mailing to Households
We currently inactivate households where there is only one active member (suggested by our conversion team). Because of this, we cannot mail to "qualifying households" via a Marketing Effort because active members of inactive households would neve...0
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Show event invitations (either mailings or email) on CRM Planning Calendar
Mass communication efforts can be immediately on top of one another without any indication of the volume of messages going out from the organization because ALL communications aren't tracked on the central Planning Calendar. This very useful centr...0 Reviewed: Voting Open
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Allow users to sort edited columns in export definitions.
This is useful because the column order is reflected in the CSV file. For example when editing an export definition, the edited fields show up at the bottom of the export definition and appear out of order, no matter how they are sorted ie. if you...1 Reviewed: Voting Open
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Make email export definitions editable
We would like to be able to edit existing email export definitions (both marketing email export definitions and the ones listed under administration), so we don’t have to create a new one when we find that something we need is missing from the exi...1 Reviewed: Voting Open
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Household member process in correspondence process
The correspondence process only allows you to household members when you choose the standard output of "Formatted Mail Correspondence Output". We'd like to be able to household members on any of the outputs and when you choose an export definition.1 Reviewed: Voting Open