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A donation form To Process Cheques
To be able to have volunteers/other staff members input cheques into the database without having to go through all the pages individually (very time consuming) -0
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Create deduplicate report with ability to search for duplicates by selectable field-full name or full address-not first name, address, etc.
The current deduplicate report identifies duplicate accounts through a created query that searches on first name (ex. Amy Smith, Amy Turner) come up as posible duplicate. The report should have an option to search for FULL NAME field or FULL ADDRE...0
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Please bring back the thermometer! Or provide options to choose the view of the performance tiles.
No description provided0
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PhoneFinder / DeceasedRecordFinder / EmailFinder Knowledgebase articles should include information germane to databases other than Raiser's Edge
We use eTapestry and are paying for the 3 finders referenced above. The Knowledgebase articles and video deal exclusively with Raiser's Edge and are not useful for other database platforms like eTapestry. Other databases are configured a bit diffe...0
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eTapestry: Allow "Create Document" the ability to change the sender name/email as in MASS mailing.
When sending out a thank you email, or other document to a specific donor, and the response needs to go to a department rather than myself, it would be great when doing the "Create Document" option for a template that I would be given the option t...0
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Create a report that warns when voided gifts have been automatically transfered into eTap from everydayhero
Recently I came across an issue where donor's voided contribution on everydayhero was automatically transferred into eTap during nightly downloads as an actual gift. Apparently the donor voided the gift right after it was made, but even though the...0
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Change how Persona details create duplication of information
We often find the 'Persona' details aren't completed as e-tap says there has been a duplication of information. When you click to see the duplication, it is identical and we can't understand why a duplication has been created. You are not able to ...0
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Creation of fields with same name in DIY Forms
Allow multiple fields to be created with same name on the same form under the DIY Forms.0
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Required User Defined Fields
When creating user defined fields for a DIY form that does not capture any financial information (aka a volunteer registration page), it is impossible to make the field required without triggering a back end requirement when creating new entries. ...0
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Organization Contact UDF - receives notification when constituent donates
If a constituent makes a donation, who has an organization contact, the organization contact can be automatically notified via email that the constituent has made a donation. Our organization contacts are employees and board members who would bene...0