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All Report pieces available as insights to add to a combined dashboard
I would love to see all charts/pieces from the reporting section be available in insights to make a combined dashboard for leadership to see everything in one glance instead of flipping between reports.0
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Optimise Email tool for mobile and computer viewing
The email marketing tool is not set up for mobile viewing of emails of which the majority of people now view emails on. Please can you add options in the email designer to optimise layouts for mobile and computer screens. Thank you0
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Add more font types to email
Our charity uses the font Monsterrat when we cant use this we use Open Sans as this is the closest to it. The extremely limited font choices on the email marketing tool make the emails we send look like they are impersonating our charity and are n... -
Please Allow Security Codes to be Updated on Recurring Gifts via Amendments
To manually process failed recurring gifts (due to soft rejects) the correct security code is required. Recurring gifts often do not require a security code originally, or they have been amended with new credit card numbers over time. Those new cr...0
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Display School Type in Education Tile
School Type needed to differentiate between colleges/schools/etc. with same name.0
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Add ability to add / edit Primary Employment in NXT
Add ability to add / edit Primary Employment in NXT1
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View Event Participation on Constituent Record
It would be helpful for staff on the constituent record to see the Event Participation tile without necessarily having access to view the Events module.0
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Creation of professionally formatted documents
It would be useful to communicate updates with constituents and ensure accurate information so proper contacts and follow-ups can be maintained.0
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YOY rolling retention
The rolling retention dashboard is great, but it would be better if it had 12 months, and then multiple lines for multiple years, so you can compare how you did, say in June 2019 to June 2018.1
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Add Installment Start Date to Membership Add Form
When adding a membership to a constituent record in BBCRM direct from the record, there is no way to set the installment start date if the membership is being paid for by Direct Debit. You have to put the main gift date to be the installment start...0