Allow a standard user with no access to transactions to access the Emails section in Communications
Allow a standard user with no access to transactions to have limited access to emails so that they can design & send mass emails without seeing giving information.
over 1 year ago
in Email / Users
4
Not Prioritized
. I can’t set up a report or schedule a function to send an anniversary email to donors (their first, second, etc. anniversary of their first gift. This would be especially effective for recurring donors.
I was able to create bulk tasks and did so for a planned mailing (outside of bloomerang). Now I have to click each record to complete the task to save as an interaction. Since the task is indentical for each record a bulk option would be great.
Don't add bounced/dropped emails as donor interactions
If an email to a constituent bounces or dropps, then it should NOT be added an interaction. Otherwise we believe that they have been receiving our emails all along. I have to comb through individual bounces and drops to know if they got it or not.
We often have times that we need to assign a task to more than one person. This often happens when alerting our team to a grant check that will be coming in (we have two people who input checks) or might need to meet with a major donor. Currently ...
It would be great if donors could receive a digital membership card in their donation confirmation either with a code, qr code, or barcode that stated their name, level of donation, and expiration date.