Store email interactions with other communications on the Constituent record
Any sent email communication needs to be displayed within a constituent’s record in Blackbaud CRM in a consistent way, and in the same a
Jun 29 2015
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Create an interaction on a consitu
When viewing an Interaction from the Constituent record or the Interaction itself the participants on the interaction should show as links to their records.
import interactions into deceased records
Allow option to make the communication tagging date consistent with the actual sent date when an email is scheduled for future date
BBECRM: An issue with saving interactions within a Constituent Record.
Support global changes for all attributes not just constituent attributes.
Have the ability to add comments on and email address in a Constituent Batch
link a vendor record in Comms and Marketing to a constituent record
Add options to the email and phone contact info tiles on constituent records to give the ability to add new phone and email records, just like we can with addresses.
Add an Email Address Processing option.