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The order of the fields on the Advanced Find make no sense.
Why would you put the City field after Postal Code and Phone Number? Why not Address, City, State, Postal? That, I think, makes more sense when searching on an address.
Created 22 Feb 21:03 by Guest
Look and Feel
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6
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Gifts Received should NOT double count tributes
Currently, if you query on gifts received, it will count any gift received AND it will count an additional amount if that gift is linked to a tribute. We just spent a day figuring out where and why an extra gift was appearing in our queries/report...
Created 24 May 12:55 by Guest
Reports/Queries
2
6
Vote
Could we have a DIY form template for Gift Aid?
We all know how important Gift Aid declarations. Oral declarations can be followed up by letter or email, but if the charity does not have all the contact details then it can become a problem. It would be very useful to be able to direct a donor b...
Created 16 May 15:34 by Guest
Data Entry
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1
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Different from and reply to email addresses for mass interactions
Hi it would be helpful when sending mass interactions if the email 'from' address can be different to the 'reply to' address. Eg if I'm sending an email to our supporters I might want the email to appear to be sent from our Chief Exec's email stev...
Created 04 Oct 17:37 by Guest
Communications
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2
Vote
Allow deletion of Fund, Approach and Campaign if they are not used at all
Often times new Fund, Approach and Campaigns are added but never used. It would make sense to allow admins to delete these ghost codes instead of only being able to disable them. This would make the list cleaner and up to date.
Created 22 Jun 22:21 by Prakash Thapaliya
Data Entry
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4
Vote
Enable an eTapestry user to add the credit card fee when processing gift on back end
Currently my web site does this. But when I enter a credit card manually I need to add the 3% and then process. The math is off technically and manual entry like this is prone to error.
Created 20 Nov 13:59 by Ken Shifman
Data Entry
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4
Vote
Labels- please include other formats that are downloadable- not just pdf
Many times we need to edit the labels that we pull from etapestry and this is not possible because it will only download in pdf format. We have tried to even edit the pdf and it is locked( password protected). This has and is continuing to cause s...
Created 19 Nov 18:06 by Guest
Modules
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7
Vote
A DIY form for Gift in Kind Donations
I would like to have a form that we can use for donors when they drop off items (food, soap, etc) can fill out and we can send an automatic email receipt or print one if that is appropriate.
Created 31 Dec 17:20 by Guest
Communications
2
3
Vote
Gift Aid declaration DIY form
It would be great if we could capture Gift Aid declarations via a DIY form for donations made offline.
Created 26 Feb 11:56 by Guest
Data Entry
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5
Vote
Export Spouse First and Last Name when creating reports on giving (ex. Household Giving Summary)
After consulting with some eTapestry reps, I have found that it is impossible to export the First and Last Names of a spouse when doing a report on giving. I do not want to do a Relationship Report, what I'm trying to do is create a simple report ...
Created 26 Jul 18:20 by Guest
Reports/Queries
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