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Create a Wizard for Creating Marketing Efforts
This area has a definite step-wise process within CRM and yet there are no wizards or usability tools to make it easier to manage for a user who oversees this area. We would propose the creation of a wizard that walks a staff member step-by-step t...0
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link a seed record to a constituent record
Seed records should be linked with Constituent Records in CRM. This will be useful because organisations should not have to update a person's address in one location and again in the other.0
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Better methods of converting Acquisition List members to Constituents
We often need to convert records which are members of Acquisition Lists into Constituent records, when they've not made a payment, e.g., if they ask us to never contact them again, in which case we need a record so that we can exclude them in futu...0 Reviewed: Voting Open
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Add a feature to allow adjustments to consolidated revenue receipts to automatically mark all associated revenue for re-receipt
Currently when making an adjustment to a gift that is part of a consolidated receipt, and re-receipting with a new number is required, only the adjusted revenue record is marked for re-receipt. For some organizations it is desired that all revenue...0 Reviewed: Voting Open
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BBIS Sponsorship Send an Email - add more merge fields and ensure contents of email are stored in CRM as a note on the interaction
The BBIS Sponsorship Dashboard includes some great tools - including the ability for a sponsor to send an email to their child. It would be great if the text content of the email was stored directly in CRM as a Note on the Interaction created on ...0 Will not implement
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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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Search filter in 'View Emails'
Would it be possible to add a search filter within the View Emails area of Marketing & Communications? There is one in place for Application Users under Administration and this is much easier to use than the separate search form.0
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Allow dynamic selections to be used for Marketing Effort Segments
You can currently only add static selections to Marketing Effort Segments. It would make things easier if you could also add dynamic selections.0
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Show past the current calendar year on the Planning Calendar
We would like the Planning Calendar to have a filter to show next calendar year and this fiscal year.0
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Email committee members
Would like an easy way (one-button) to email the active members of a committee and record communication/interaction on all their records - don't want to have to make a selection for every committee we have. Want to click button and have committee ...0 Will not implement