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Allow us to customise the length of time before the auto-fill link in the user registration email expires (currently 30 days by default)
Different user bases will have different requirements - some will be much more likely to be able to respond to the registration email more swiftly and therefore the security can be improved by reducing the length of time before the email expires. ...0 Reviewed: Voting Open
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Add new tick box option for 'Copy primary address to spouse's record' to the Manage Life Changes page.
Two new options were added to the Manage Life Changes page so users can select whether primary phone numbers and primary email addresses should be copied to spouse records or not. However, the primary address is still copied over automatically to ...0 Reviewed: Voting Open
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allow Outlook calendar items to be sent to CRM
Our users are requesting a way to 'mark' Outlook calendar items so they are picked up by the 'Download Exchange Data' process and fed into CRM as a new interaction.0
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Be able to export the comment section of an interaction via the "More" button
Export the comments as well as all the other information in the interactions via the "More" button on the interactions page0 Reviewed: Voting Open
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Constituent Update rules should consider capitalization changes as a difference to a constituent names that could trigger review depending on how your update rules are configured.
Currently the Constituent Updates functionality (within Global Data Entry Settings) does not take into consideration case sensitivity, so this does not trigger a manual review as it does not see capitalization as different. (Constituent Update rul...1
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add the capability to copy a marketing plan from year to year
Much of the information in a marketing plan remains the same. Allowing users to copy a plan from year to year would save a lot of time and make the use of marketing planner more meaningful and fruitful0
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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. -
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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Add user-configurable standardization options for names in the "Correct capitalization in name and address fields" feature
Currently, with Constituent data hygiene >> Correct capitalization in name and address fields enabled, conjunctions are automatically capitalized. Users must manually edit words such as "and" to set them to lowercase. While this is a low im...0 Reviewed: Voting Open
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Make BBIS date merge field in event acknowledgement configurable
At the moment, the merge field is using dd/mm/yyyy format but for event it is much more user friendly when it is showing as dd MMMM yyyy (i.e. 20 September 2018 instead of 20/09/2018) to avoid date mistake due to difference of date formats with mo...0 Reviewed: Voting Open