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Raise the cap on Segmentation Summary Report to allow reporting on >500 segments
Currently, the Segmentation Summary Report will not run if the Marketing Effort has more than 500 segments. We would like the cap to be raised so that we can use the Segmentation Summary Report on our large marketing efforts.Reviewed: Voting Open
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For hosted clients, allow the SQL created in Analysis/Query to be edited.
The Preview results screen in a query allows you to click a button and see the SQL for the query. If we could edit the SQL it would give us more access to our data and eliminate the need to send some scripts to support to be run.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. -
Allow split designations to be changed through a generate Revenue Update Batch
This would be useful because if a batch has several gifts with split designations you will have to manually edit the designations instead of letting the batch automatically update the designations.Reviewed: Voting Open
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Allow for Multiple Tributes on the BBIS Donation Form
My organization would like the Donation Form to allow a donor to add more than one tribute on the transaction.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 ...Reviewed: Voting Open
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Update label "Gender" to be "Sex"
The current values under Gender actually reflect Sex options for a person. In efforts to be inclusive, having this field name align with values would be extremely helpful and desired by Yale.Reviewed: Voting Open
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Display incoming lookupid on the duplicate resolution form.
When importing records with lookupids, it would be very helpful to see if the possible duplicate record lookupid matches the incoming lookupidReviewed: Voting Open
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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... -
Ability to add additional "channels" for Marketing efforts
We are beginning to use texting more and more to commuicate with our alumni, especially our younger alumni populations. The only options currently are mail, email, phone or multi-channel.Reviewed: Voting Open
