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Submit Technical Support Questions During Non-Business Hours
It would be really convenient if there was a way to submit a technical support question during non-business hours. I often find myself doing work after hours and encounter a need for technical assistance. Being able to submit the question while I ...2 Already Works That Way.
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Mass Upload Salutations
I am tasked with updating the salutations for all accounts that are newly created - this takes up a lot of my time. It would be quicker if I could update the report I receive every day, make changes on a CSV, and then upload it. Currently Salutati...1 Already Works That Way.
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Add an option to write off a portion of a pledge
Sometimes, a donor pledges a certain amount but for whatever reason (personal, third-party fees, etc.) the full donation is not received. Currently, you can only write off the entire pledge. But if, say, $300 remains outstanding on a $2,000 pledge...1 Already Works That Way.
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Sorting journal entries by open pledges
In addition to running a query of open pledges, it would be helpful if we could sort all open pledges within a journal. We see the ellipses in the circle on the left side of the screen. Sorting so these open pledges rise to the top would be helpfu...1 Already Works That Way.
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queries verses reports
Why do you have to create a query and then create that same report? Why dont you have a feature that lets you turn the query into a report that is memorized when push a button!!1 Already Works That Way.
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Left side titles to the page header rows
I have my page header separated into five rows to make it less cluttered. Row 5 is a UDF I created named "contact lead:"It would be great if the row had the title of the field at the beginning. Right now I have to type in the whole thing in order ...1 Already Works That Way.
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Need to have ability to see progress of multiple campaigns in titles on home page
I'd like to have more than one Campaign Performance tile on the home page so that I can track three major areas at a glance: Annual Fund, Major Gifts, and our annual gala event. In looking for ways to add multiple campaign progress tiles to my hom...3 Already Works That Way.
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Would be great to have the same fields that are already available in REPORTS be available in QUERIES.
For example, I can make a report displaying the Account Name and the SORT NAME, but I can't make a query that finds constituents with BUSINESS NAME FORMATS where the ACCOUNT NAME is not the same as the SORT NAME. I could really use this for data c...3 Already Works That Way.
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Create a way to mass import constituent information from excel into eTap
No description provided1 Already Works That Way.
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Fix Last Entry field instead of deleting it
After the latest eTap update, the Last Entry field on the account search page stopped showing a date for some of our donors. I understand that instead of fixing the problem, the plan is to eliminate that field. I request that you do not do this. W...1 Already Works That Way.