-
Changes in GoCardless to feed back to e-Tapestry
One customer recently signed up to a regular donation through a DIY form. We have connected with GoCardless in order for us to collect DD payments. The customer wanted to change their DD from an annual payment to a monthly payment, but there was n...0
-
Accept or Deny Calendar Invites
Calendar invites to our Board, with accept or deny options0
-
Enable editing of success message for Direct Debit setup using GoCardless
We can edit success messages for credit card donations on DIY forms which enable us to put a link after the message to take the donor back to an information page on our web site. However, this is not possible with Direct Debits using GoCardless. T...0
-
Security for scheduled reports
We have a policy of not sending reports by email which contain personal data. This rules out using scheduled reports which contain named individuals. Could we please either have the option to password protect PDF and/or Excel and/or Zip files in s... -
Provide option of setting hard text to insert when merge fields are blank
In emails that look like letters and start with Dear FIRST NAME, it would be helpful to have the option to insert "Friend" whenever FIRST NAME is blank. That is something standard we have always done in other software. We don't have many but it av...0
-
Encryption for scheduled automatic emails sent to internal staff
It would be great to give the ability to encrypt scheduled emails. Especially those sent to staff. Staff likes to receive an email with yesterdays or last weeks donation information, but it should be encrypted since it is confidential information....0
-
Attach documents in soft credit journals
No description provided0
-
Security Settings
I would like to see a more detailed security setting that would allow the users see, add, & delete notes and contacts, but hide the transactions(gifts). The reason for this is that users (general data entry) can see personal giving of their fr...0
-
Email Opt Out
When copying a home/primary address to former, the opt out date changes to the current date in the former persona, and records the current user as the person that opted the account out. This creates conflicting info within an account's personas. T...0
-
Query on Approach text
Currently we are required to select approaches individually. With well over 100 approaches, selecting a rnage of specific approaches is very time consuming. It would be helpfuly to query on approaches using specific criteria (i.e. ET* to bring up ...0