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Please submit all product enhancement ideas below. We welcome your feedback; your ideas will be reviewed by the Product Manager that oversees the development of that part of the product on an ongoing basis and updated with its current status monthly based on our product planning process. Ideas you submit could help us shape features currently in development or grow our repository of requirements for our next big enhancement. Thank you for taking the time to share your thoughts and expertise with us.

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In LCRM - Add the abilty to delete individual records from an effort segment (one off or as a group) or remove any effort segment from an individual record.

Very often it is discovered that a record should not be solicited for a gift after the effort segment is imported to LCRM.  Especially considering how much lead time is needed for data and mailshop processing.  Maybe you want to provide a last minute suppression file of recent contributors to your mailshop, etc. You'll want to remove the effort segment codes from the LCRM records so that when you are calculating results the number solicited is accurate.

  • Guest
  • Dec 28 2017
  • Reviewed: Voting Open
Area of the Product Database
Org/Company Name Chesapeake Bay Foundatioin
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