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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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Remove Prospects from FROG view when unassigned and end dated under Prospect Manager History
When our fundraisers are accessing FROG, prospects that they no longer manage continue to show in their FROG instances under "My Portfolio." In CRM they are not assigned as the manager and they are end dated under the Prospects > Prospect Manag...0 Reviewed: Voting Open
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Enhance import selections to be populated by complex SQL
We have run into many query tool filter limitations, and one way around these limitations would be to populate an import selection with the results from dynamic SQL (insert into xxx select ID from table where criteria). The import selection could ...0 Reviewed: Voting Open
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Allow the ability to add multiple of the same attribute form extensions to a form
It would be really helpful to be able to have more that one Tab when adding an attribute form extension0 Reviewed: Voting Open
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Allow other roles to access Page Designer
It would be very useful for roles other than System Admin would be able to use Page Designer. System Admin is such a big role and as you know, allows you to do basically anything and everything in the system. Having so many people as system admin ...1 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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Ability to kill/turn off BBDW ETL Refresh task
Would request to have the ability to kill a running BBDW ETL refresh process. Being a hosted client, it makes us very dependent on support to kill a BBDW ETL refresh process that was accidentally started by a user. Hosting/support often do not hav...0 Reviewed: Voting Open
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Change data lists so that they display the total as well as the number shown
When we view the results of an ad-hoc query it displays text like "Results (28937 records found. Only the first 500 rows are shown.) Data lists do not do this. We were very perplexed when an event invitation list showed (and counted) 10,000 rows e...0 Reviewed: Voting Open
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Allow us to mark a Revenue Acknowledgement Process as Inactive, and then mark its Letter as Inactive
This would be useful to stop a process being used, but keep its history and configuration in case we wanted to reactivate or investigate it. Please also allow us to mark a Revenue Letter as Inactive if it is in use by a Revenue Acknowledgement Pro... -
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