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Manage Correspondence: add column filters to both "Correspondence List" and "Correspondence Codes" tabs
For the Manage Correspondence screen: add column filters to both "Correspondence List" and "Correspondence Codes" tabs, just like you have for Information Library. We have enough correspondence processes and codes to make such filtering very helpful.0 Reviewed: Voting Open
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Ability to add additional "channels" for Marketing efforts
We are beginning to use texting more and more to commuicate with our alumni, especially our younger alumni populations. The only options currently are mail, email, phone or multi-channel.0 Reviewed: Voting Open
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Preserve original finder number assignment after re-calculation of segment counts
As a failsafe, we would like for the original finder numbers that are assigned the first time the Calculate Segment Counts process is run to STAY with the constituent on subsequent re-calculations (unless the range is deleted entirely). Currently,...0 Reviewed: Voting Open
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To create drag and drop feature for File upload/Attachment
We have many places in CRM where we can add Attachment or Upload a File. I am suggesting to have a feature like drag and drop file. And also if we can upload multiple files at the same time.0 Reviewed: Voting Open
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Inactivate an activated Marketing Effort
Need the ability to have an activated marketing effort made inactive when necessary. Due to the way are DM department handles audience selections we cannot always use BBDM the way it is designed to work. We have to import segmented house files in ...0 Reviewed: Voting Open
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Add start & end dates & Types to Relationship Managers
We have multiple people that manage realtionships with constituents - for specific reasons -- RM for Financial Info (Pledges), RM for specific Events... Having a Relationship Manager Type (and start/end dates) to track who has managed/is managing ...0 Reviewed: Voting Open
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Add a Source Code Search task to the Marketing and Communications area
So we can easily look up a Source Code. It could just be an interface to the 'Source Code Search' Search List.0 Reviewed: Voting Open
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Raise the cap on Segmentation Summary Report to allow reporting on >500 segments
Currently, the Segmentation Summary Report will not run if the Marketing Effort has more than 500 segments. We would like the cap to be raised so that we can use the Segmentation Summary Report on our large marketing efforts.0 Reviewed: Voting Open
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Add a way to find marketing effort segment direct responses, indirect responses, and unresolved responses with revenue IDs
My organization would like the ability to find the revenue records that are direct responses, indirect responses, and unresolved responses on marketing effort segments. We occasionally have issues where revenue records have a segment's source code...0 Reviewed: Voting Open
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Allow for email type selection for address processing within Direct Marketing Effort
Within a Direct Marketing Effort > Effort Settings > Address Processing > Address Processing Options, you can select different address types for constituent mailings. EXCEPT email address types are not being pulled in here (nor can you se...0 Reviewed: Voting Open