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Vote
Categorise seeds by channel
Create functionality to categorise seeds by channel, i.e. Post, Phone, SMS, etc. This will also us to bring in a group into the marketing effort rather than have to choose seeds one by one.
Created 23 Feb 02:32 by Stephen Mally
Blackbaud CRM / Marketing and Communications
0
7
Vote
create an option to view scheduled email messages in date and time order with title and recipient list information, like a messages queue tab. Also I suggest adding the ability to unschedule an email to go back an edit it if it hasn't yet been sent to recipients.
This would be very useful to departments constantly scheduling various email messages to various recipient lists. The ability to view exactly which email messages are going out when and to whom will help users avoid sending messages that conflict ...
Created 08 Oct 16:57 by Guest
BBIS / Email Marketing
0
Reviewed: Voting Open
7
Vote
BBIS Email Subscriber List should use Mail Preference Appeal Category
When you use the BBIS Email Signup Form to collect Communication Mail Preferences for Appeals, it requires a Category. When you send create the BBIS Email Message using Appeals as the Data Source, all CRM constituents that have a Mail Preference =...
Created 02 Jul 18:11 by Guest
BBIS / BBIS / Email Marketing
0
Reviewed: Voting Open
7
Vote
Add an option for “language preference” on the constituents record
There is a need for “language preference” on the constituents record which is linked to the letter process and dictates whether the constituent gets a French (or other language) or English version of a letter (it is law here in Quebéc).
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Marketing and Communications
1
Reviewed: Voting Open
7
Vote
Solicit Code management via Household Settings
Household Settings-based global Solicit Code management for HH and its members. So if an individual (as a member of a HH) is given a particular solicit code, a global setting would enable automatically forcing that Solicit Code to the HH record, a...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Marketing and Communications
0
6
Vote
Allow the Planning Calendar to filter between Marketing Acknowledgements and Direct Marketing Efforts.
Currently when filtering on the Planning Calendar both Marketing Acknowledgements and Direct Marketing Efforts are displayed when checking 'Marketing Efforts,' which can can lead to confusion. It would be helpful if there were separate options.
Created 10 Jul 16:30 by crmSupportRequests
Blackbaud CRM / Marketing and Communications
0
Reviewed: Voting Open
6
Vote
If the appeal is changed on an activated marketing effort, automatically change the appeal value in the constituentappeal table to match
Occasionally after a Marketing Effort is activated we need to change the appeal. However, the corresponding Constituent Appeal records still have the old appeal value. We would like these to change if the Marketing Effort Appeal changes.
Created 05 Mar 21:51 by Patricia Salzillo
Blackbaud CRM / Marketing and Communications
0
Reviewed: Voting Open
6
Vote
Update Aspose to allow more Mail Merge functionality
My organization has SkipIfs in our Word Merge files which currently do not work when processed by CRM. This is because CRM uses an older version of Aspose in which the SkipIfs are not supported. Aspose added this functionality in a release on 8/20...
Created 12 May 14:58 by Guest
Blackbaud CRM / Marketing and Communications
0
6
Vote
Segment Builder should include a field for Segment Category
We use Segment Category for all of our Marketing Segments. We also use the Segment Builder to create most of our Segments. Segment Builder does not include a field for the Segment Category. We need to have these updated by a programmer after creat...
Created 03 Apr 19:05 by Patricia Salzillo
Blackbaud CRM / Marketing and Communications
0
6
Vote
Have the ability to re-receipt via global change or process
This would be useful as if a receipt list process fails or leaves any records off this would allow you to ensure that the constituents receive a receipt.
Created 20 Dec 20:53 by Guest
Blackbaud CRM / Marketing and Communications
4
Reviewed: Voting Open
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