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Add option to review an automated email before it is sent
It would be helpful to be able to review an email before it is automatically sent. It's disconcerting to automatically email a thank-you letter/receipt without reviewing it. Also, this would allow an opportunity to print or save the correspondence...
Created 07 Mar 21:31 by Joyce Wolford
Communications
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Campaign Analysis Report to include UDFs
I would like the report to include User Defined Fields such as Appeal and Package Codes so that we can analyse in more detail the response rate and $ raised for individual items. The only way this can be done currently is to create individual quer...
Created 03 Mar 03:09 by Guest
Reports/Queries
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advanced security improvement
At present, create and delete functionality is set either on or off for constituents whereas read and update functionality is controlled by queries. A consequence of this is that accounts can be created which cannot thereafter be read or updated i...
Created 04 Mar 15:49 by Guest
Data Entry
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Allow name format to be bypassed for Imports where accounts are being updated
Many of the imports completed within our organization are to update information contained in the database rather than adding new accounts. When updating information (ie choosing to overwrite data in Etapestry) it would be nice not to have the name...
Created 02 Mar 18:16 by Jennifer Frederick
Data Entry
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Add More at Bottom of Screens
My department does not like this feature because when you click on Add More, the screen goes to the first line at the top of the list instead of maintaining its position so that you can look at the first line of Add More list.
Created 29 Feb 22:43 by Guest
Data Entry
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Correspondence would be able to have a default query
Many of my correspondence items use the same query all the time. It would be great if the correspondence items would he able to have a default query option just like the reports do. I would think that this would be easy to implement, seeing that ...
Created 29 Feb 19:08 by Guest
Communications
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Fields for constituents' social media info
Have you considered adding fields to the constituent's record where you could save links to his/her LinkedIn and Facebook profiles and include their Twitter and Instagram usersnames? I think that would be handy.
Created 29 Feb 18:15 by Guest
Data Entry
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Already Works That Way.
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Advanced Search page
It used to be that when you entered all the data on the advanced search page, if you added a new account, all the information would automatically populate from the advanced find screen. Now it does not.
Created 25 Feb 19:31 by Guest
Data Entry
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3
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On the Journal page, once you apply a filter and then select one of the journal entries, when you hit the back arrow it doesn't go back to your filtered results. You have to reset the filter to go look into a different journal entry.
Frustrating and time consuming to have to repeatedly reset the filter. Please add another category such as "viewing data" to the category list for ideas.
Created 23 Feb 19:27 by Guest
I have no idea what to pick
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See What Staff is working on
I want to be able to see what my staff in tapestry is working on.
Created 20 Feb 16:29 by Guest
Data Entry
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