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Allow an edit to the Pledge Schedule Widget to edit the category to to read "Contribution Amount" and "Contribution Date" instead of "Payment Amount" and "Payment Date" for not for profit organizations.
From what we have heard the IRS does not like Not For Profits calling contributions "payments" on statements. It would be nice to be able to edit those category labels on the pledge schedule widget.0
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the disable field won't be show up in the account even they have data inside!
when we disable field in etap. if the field have data, they will still show up in the account. i would like to suggest that disable field won't be show up in the account even they have data in it Thanks0
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Please add eTapestry and Formsite integration
We use Formsite for various functions and it would be extremely helpful to have an integration with our eTapestry account - specifically at this time for processing payments.0
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Direct Debit for the UK
Blackbaud/BBMS have been promising the introduction of a Direct Debit facility for eTapestry in the UK for ages. When, oh when will this be happening?!? It is getting to the point where having to rely on often defaulting credit cards for regular g...1
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Attachments included in emails should transfer automatically to the journal entry
If you have an attachment uploaded to an email/correspondence and select "Create Journal Contact Record" the attachment should also transfer over to the journal record. This does not happen. We have no way of doublechecking what attachment was act... -
Provide detail of User-Defined Fields in email notification (so we don't miss pledges)
We received a pledge last year that was noted as a pledge in the User Defined Field. We didn't notice the asterisk when the thank you note was written, so we didn't even realize that she made a pledge. We discovered it by accident last week. Could...0
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Visual representation Family Tree) of relationships
We have a lot of familial relationships which impact on donations / relationships. We could see a family tree in several generations on a previous product. We regularly need to see three geenrations as a tree with siblings et al.0
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Have pledge option for Fundraiser pages
We have donors to our events who like to pay later via invoice or reminder and our event participants would like to be able to personally add that monetary value to their online total on their personal fundraising page as we have prizes awarded ba...0
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Allow user to select key field during mass import
Currently the system mandates which key fields are used during a mass import of data. It would be helpful if the user could select the key field and/or have a sequential order that the system uses to check for duplicates (ie, first look at last na...0
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Allow attachments in planned giving section
It would be very helpful to have the option to attach a scanned copy of a will/trust/planned giving document in the Planned Giving section. This functionality already exists in the journal but the planned giving section only has a text box where a...