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BBDM Unable to Reschedule or Cancel Sent Emails
Once an email has been scheduled, it is not possible to change or cancel it in instances where it becomes necessary to do so.0 Reviewed: Voting Open
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Send event reminders directly from events
Currently there isn't a way to generate a registration reminder (meaning invoice) from either the event or the registrants tab within the event. Either a mail merge or one-by-one. It would be more efiicient that having to navigate out to manage co...1 Reviewed: Voting Open
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Link Event Location's to an Organisation constituent record
Currently the Event Location's are held in a separate table/area of EC. Would be good to have this as an extension of the constituent record, as there is a high level of duplication between the two.1 Will not implement
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Add a column in the relationship data list to view contact type
We would like to see an additional column in the relationship tab that displays the contact type associated with each person in the list.0 Reviewed: Voting Open
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Ability to create Default Sets for Interactions
Cient has requested the ability to create default sets of values for interactions, like they are able to do within RE. At present, we can default/hide fields when creating an Interaction Batch but it would be nice to have this ability with one-off...4 Reviewed: Voting Open
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Contact information marked as not valid should remove primary contact flag
If any contact information is marked as not valid (Do Not Mail, Do Not Phone etc) then it should no longer be marked as Primary, even if it is the only one0 Will not implement
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BBECRM: additional fields on mail preference screen
The ability to select specific Addressee and specific Salutation for a Mail Preference -
Add auto-generated start dates to Major and Loyal Donor Constituencies
Add auto-generated start dates to Major and Loyal Donor Constituencies, which are system generated. For example, if we configure loyal donor to start at 3 consecurtive years of giving, the start date should be the gift date that fulfills this crit...0 Reviewed: Voting Open
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Searching in an event invitation
We want our end-users to have the easiest flow possible. A frequent question is "Did ____ get an invite mailed to them?" And people have now learned to go the event, go to the Invitations tab, select the invite and search the name(s). Here's the...0 Reviewed: Voting Open
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Add column STARTDATE with a data type of DATE to the BBDW.DIM_PROSPECTPLAN table
Our organization would like to request that a STARTDATE field with a data type of DATE to the BBDW.DIM_PROSPECTPLAN table in the CRM data warehouse. This will facilitate more accurate reporting and would be a valuable addition to out of box functi...2 Reviewed: Voting Open