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Add a front end configuration for the header color in CRM.
Currently it can be done by modifying the out of box css but it would be helpful to be able to adjust the header color using out of box means. Using different header colors for your environments can help your users easily recognize which environme...0 Reviewed: Voting Open
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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...0
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Indicate clearly in the constituent search screen whether a constituent record is inactive eg red text or 'inactive' next to the name
No description provided0
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Make record count calculation history available after marketing effort is activated
It can be helpful if we have a marketing effort that takes longer than expected if we can see something besides the last run on an activated effort.0 Reviewed: Voting Open
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Add Invitee-event node
the query nodes are counter-intuitive when you are using the invitee process. You are unable to query from constituent level who was invited by event category (for example). 'Event' is not available from Invitee.0
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Allow constituent duplicate search process to turn off matching via address
My organization has a number of constituent organization records without addresses that need to be merged. At present, the constituent duplicate search process won't pick them up because it requires the constituents have addresses. This feature wo...0 Reviewed: Voting Open
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add a Fundraiser's pending activity/interactions for that week in an email alert
Currently there are several email alerts for when fundraiser activity is reassigned or changed, but there is nothing like a task reminder for upcoming interactions. We can't create a custom email alert because the expected date can't be used as a ...0 Reviewed: Voting Open
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Add the ability for users to see a timestamp of a record being added to a CRM enhanced revenue batch
Our CRM database is CST and BBMS is EST. When credit cards are charged between 11:00PM and 12:00AM CST, the date in BBMS is different than the GL post date in CRM and this complicates our reconciliation, especially during busy times. If the time o...0 Reviewed: Voting Open
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Have access to Marketing Plan Tasks in the Query View
In order to meet Reporting needs for Marketing Plan Tasks.1
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Create a global change to remove selections from query designer
The query search can get pretty cluttered and to clean it up my organization is hoping to remove some selections from query designer. It would be great if there was a global change for this so that we could do it en masse instead of individually. ...