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Adding constituents -- Multiple add button
When we return from events we have many, many names to add to eTap. I do set up a default but want to be able to add more than 1 at a time. This used to be a feature. Where did it go.
Created 23 Feb 21:40 by Guest
Data Entry
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No Plans to Change at This Time
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Constituent primary/member icons
Why did etapestry do away with the quick & easy little icons next to constituent's names that let you know who was the primary person in the household & who were the members? Now these icons only show up if you open up a person by going in...
Created 23 Feb 20:53 by Michele Williams
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Already Works That Way.
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Finding an account number when hovering over name
I used to be able to see the account number of a person when I hovered over their name, or the index card next to their name. This was a huge time saver. Would be nice if that came back.
Created 23 Feb 18:00 by Guest
Data Entry
2
Already Works That Way.
1
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Add "Duration" of Calendar Items in journal entry report options
I haven't been able to see a way to include the "duration" that auto-populates on a calendar item. It doesn't seem to be listed as a field that can be used on a report or as an "insert letter widget". This would be helpful for our operation as its...
Created 22 Feb 22:06 by Guest
Reports/Queries
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Donation page - submit button change wording.
At the moment, to complete a donation the donor has to complete the form and then please submit but the wording underneath the submit button says 'Clicking Donate will process your credit card'. Something so simple but can confuse people. Either c...
Created 17 Feb 22:27 by Guest
Look and Feel
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Sender of an Email
When we send an email from 'communications' on eTapestry, the email comes up as any words before the @ of the email address, so it looks like the email is coming from "info" or "lgjohn" rather than from our organization. It looks unprofessional an...
Created 16 Feb 19:19 by Guest
Communications
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Already Works That Way.
1
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Spell check does not work.
Have a functioning spell check in the Communications section of eTapestry. It should be able to recognize that Janrurary, and scholorship are spelt incorrectly. This is a basic necessity in today's electronic world. You currently have to cut and ...
Created 10 Feb 22:18 by Guest
Communications
1
Already Works That Way.
1
Vote
Don't ask to save report if there are no changes
When go to the report edit page and then want to run the report, you haveto click on "Save and Run Report" but if you didn't or hadn't meant to changeanything, you don't want to save. Should just be able to hit "Run Report" When a report is design...
Created 05 Feb 23:28 by Susan Lipsey
Reports/Queries
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Reports - Add pdf footer to Excel report
When report is exported to PDF there is header and footer information(such as number of date, time, number of records, page number). Please add this to the excel exported report.
Created 05 Feb 23:21 by Susan Lipsey
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Report field received approach
On available options on reports, summary fields include First, Last, Largest received amounts and dates - it would be great to also be able to pull approach on these (available on transaction but not received amounts).
Created 04 Feb 19:34 by Guest
Reports/Queries
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