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Reports - combine recurring gift entries into one line when grouping on another field
In Reports, when grouping on a field other than Account (such as Approach, for example), and listing journal entries in the report, I want the ability to combine and sum the recurring gift entries onto one line. Right now, each individual recurrin...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 ...14
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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...12
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Being able to query recurring gifts based on their Schedule's start date
It would be incredibly useful if it were possible to query recurring gifts based on their Recurring Gift Schedule start date. For example, I need to procure a list of all new gifts made after a specific date, necessitating the exclusion of any rec...0
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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.22 No Plans to Change at This Time
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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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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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automatically email a receipt to donors for recurring credit card / eft gifts
Either within etapestry, or by passing a donor's email through to Sage, etc. using the API, it would be really nice if automatic email receipts could be sent to donors with a recurring credit card or EFT donation each time their card/bank account ... -
Had a mobile card reader solution, that would capture the name, and the email address, and automatically enter the donation in eTapestry.
No description provided1
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had different confirmation email messages, which could be selected for each cart product.
Our cart handles donations as well as registration for various events. Obviously, the confirmation email should not and cannot be generic. Please make it possible to use multiple confirmation messages in the cart.6 No Plans to Change at This Time