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System Defined Fields - Restore ability to select checkboxes for data source and stop jumping
Please bring back the function of selecting checkboxes for the data source in system defined fields, and once selected, please stop immediate jumping to the bottom of the page as this takes extra time to scroll back to review what was selected as ...0
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Page jumps when selecting Data Source in Gifts
The page extends at the bottom and jumps down automatically every time a change is made in the Data Source field when entering a Gift. Whether selecting the field, or checking off one of the options. This became the issue after the most recent upd...0
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...allowed subfolders in query and report category lists?
We have lots of eTapestry users, and thus lots of categories of queries and reports. And, many categories have 50-100 queries or reports within them. It would be great if there were a sub-category structure (analogous to folders in Word) so users ...12
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compound queries could add or subtract more than one query at a time
I have a suggestion regarding new compound queries, and to explain it, I will give you one example of many that I deal with regularly. Recently I created a mailing list built upon a set of queries where I first had to single out ten different gr...10
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Allow opt outs on various email lists rather than one opt out for all organizational emails
Currently if someone wants to opt out of advanced email they get removed from all of our mass emails. We would like for them to be able to just opt out of a particular email blast rather than all correspondence.20 No Plans to Change at This Time
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Account analytics like account increase over a particular period of time
It is useful for reports and funding applications0
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Allowed greater flexibility in creating thank you letter templates
It's great that you can create templates and send thank you letters out of eTapestry, but it's very difficult to move around blocks to exactly where you want them. If you want to put in a picture or a giving level box, it's impossible to place the...3
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Add Mx. as a Permanent Title Option
The current defaulted title options for donors to choose are all gendered (except Dr.). There should be at least one gender neutral title as a defaulted option to show inclusivity to our donor community when they fill out our forms. Individual com...0
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allow updating expiration dates on credit cards without entering the card number over again
Donors with recurring credit card gifts need to update their expiration dates. Currently, there is no way in etapestry to just update a credit card expiration date on an existing autoprocess gift. You have to enter the donor's card information all...7 No Plans to Change at This Time
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NEW recurring gift option
an idea that could greatly enhance our gift-giving platform: adding a biweekly recurring gift option. This feature would align perfectly with how many individuals manage their finances, mimicking payroll deductions, which is the most common form o...0