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Have a field in Reports to output the date of Journal Fields - Received and Soft Credit
I can output the first or last gift amount of a Received and Soft Credit Journal Entry. I would just like to be able to output what the date is of this first or last gift.0
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Allow for pledge payments to have a different campaign/fund/approach than the pledge!
Often times a pledge will come through one means, and be paid through another. I.E. pledge is made at an event, and future payments are made via direct mail. It'd be advantageous to track both.1
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Data entry to trigger flags/events
I've been impressed with some of the UDFs and the ability to place in multiple areas; however I've been unimpressed with the lack of corresponding flags or trigger events available once data has been entered. For instance, If I would require Mov...0
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Manual wealth rating tool
Being outside the US means I can't use the automatic wealth rating featured offered by Bb. Please make this feature either automatic or manual so that those of us outside the US can use the database and the features we are paying for to its full p...0
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Have an option to make a query out of a spreadsheet (of existing accounts only)
This would allow you to run a mass update instead of an import when making mass changes to accounts that don't fit within a specific query.2 No Plans to Change at This Time
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Use high contrast (black on white) fonts on all data entry forms and reports - light blue and light gray aren't readable.
People with low vision have difficulty seeing things that do not have high contrast, no matter how large they are Programs that are not usable for thesef people cut out many who would like to use them. eTapestry is for nonprofits, many volunteers ...1
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persona "in effect from" date
Being able to see the year (vs. ONLY the month/day) would be very helpful. I'm not sure how only the month/day are helpful without the year.1 Already Works That Way.
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Area for documentation of Recognition change
When we work with big companies, often different people will have different ideas of how the exact name should be credited. Even within marriages sometimes different partners want to list different ways. I'd love to be able to document who request...0
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Automatically reverse a EFT gift in eTapestry if it fails in BBMS
if a credit card fails to process in BBMS, a recurring gift is automatically reversed. But if the recurring gifts (autoprocessed gifts) is an EFT it is NOT reversed in eTapestry. There is NO way in eTap to tell this gift failed. The auto process f...0
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Automatically appear Pledge Payment when their is a Pledge in the Journal
This would prevent from accidentally selecting Gift vs Pledge Payment when there is a pledge in there. And then avoiding sending open pledge letters to those who actually paid but it was recorded in-properly.3 No Plans to Change at This Time