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Allow Users to Write Off Just Unpaid Portion of Pledge (Rather than All or Nothing)
Sometimes grant or donor pledges are not completely fulfilled for a variety of reasons. Currently, our only option is to write off the entire pledge. While this retains the payments collected in our organization's "Total Received" figures, it resu...
Created 03 Aug 19:51 by Jennifer Sholund
Data Entry
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1
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We should allow a way to change a gift type for a donations, i.e. one time gift to a reoccurring gift.
I had a Board of Trustee Member email me and let me know that they wanted to change their one time gift into a reoccurring gift. I know that we would have to be able to attach a proof that the donor wants to have it changed. This way it would cove...
Created 21 Oct 14:04 by Guest
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Improving JustGiving integration to be able to map pages rather than events
Currently there is no way for us to map individual pages, only events that eTap identifies itself. So we can't currently separate in-mem income from community fundraising income - the only way to do o is manually which is incredibly time consuming...
Created 19 Oct 09:03 by Guest
I have no idea what to pick
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Ability to choose multiple auto-email templates through DIY forms
Ability to choose different email templates in DIY forms to match the information donors input. So we can send a different thank-you email to donors setting up a regular gift, to those setting up a one-time gift
Created 19 Oct 08:58 by Guest
Communications
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Vote
Allow user defaults for formatting the new query result page
I export to excel files for mailings a lot. I love the fact that the new query results page lets me decide which fields to add or delete from the results of the query. It makes the name of the file unique when it is exported, as it inherits the na...
Created 28 Jul 15:11 by Guest
Reports/Queries
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Excel File Export Button on Journal Page
Instead of creating a query and running a report, it would be extremely helpful if there was a file export button on the top of the journal page in eTapestry. That would really streamline the process.
Created 27 Jul 15:45 by Guest
Reports/Queries
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Calendar Widget in Mobile Site
I give my board members assignments for thanks/ask calls in the calendar widget (sent as calendar items) in their user accounts. Some of them only use the mobile site (using their tablets) and do not have an easy way to view their assignments with...
Created 26 Jul 19:50 by Guest
Modules
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2
Vote
Relationship Export
There used to be a category called eTapestry Standard Exports. Under that I could export all Relationships based on a query. That no longer shows up. I need this export to be back on the menues. Why was it taken off ?
Created 25 Jul 13:56 by Guest
Reports/Queries
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adding information through an import
Our organization/school wants to update accounts with new emails, through an import. But not replacing the information/previous email, and not merge, which wouldnt add a new email either.
Created 16 Oct 18:09 by Guest
Data Entry
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Make the auto populate amount field on the Just Giving donation page customizable!
I understand not being able to change the default choices of $25, $50, etc - but why does the amount field auto populate with the amount of $30? It seems confusing since that isn't even one of the default options.
Created 16 Oct 13:53 by Michael Lombo
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