Add a new idea
Filter by status
Already Works That Way.
46
No Plans to Change at This Time
81
Planned
1
Completed
120
Filter by category
Communications
×
341
Data Entry
×
604
DIY Forms
×
41
I have no idea what to pick
×
357
Look and Feel
×
169
Modules
×
110
Reports/Queries
×
347
Log in / Sign up
Log in
Identify yourself with your email address
Email address
Recent
Trending
Popular
5
Vote
Segregate financial and non-financial entries in the Journal
We love the ability to use eTapestry's journal as a CRM to capture non-financial touchpoints with our constituents. However, this also clutters the journal view and causes us to have to scroll past many communication entries, NCOA updates, etc. wh...
Created 16 Oct 17:56 by Guest
Look and Feel
0
6
Vote
Allow filtering by contact type
I would like to be able to filter my journal entries by contact type, ie, mail, in person, phone, could this be added to the filter options?
Created 04 May 15:06 by Guest
Data Entry
1
6
Vote
Enable segmented transactions on DIY forms
Develop a method to divide a single payment between many funds. Pull down menu, radio buttons or anything other than the text box we are stuck with.
Created 03 May 15:05 by Gina Colovich
I have no idea what to pick
0
4
Vote
Queries - Journal Entry Date - Date Range Calendar
In creating queries and selecting Journal Entry Date and selecting Start and End date ranges, the little calendar icon to choose a date now disappears when clicked on.
Created 28 Mar 20:08 by Guest
Reports/Queries
4
6
Vote
Copy account numbers from excel and drop into a query
It takes a long time to manually add names / accounts to a custom account query. But, I usually have those names and account numbers in an excel spreadsheet. I would love to be able to copy and paste the account numbers into a custom account query...
Created 27 Apr 20:45 by Jessie Schreiber
Reports/Queries
2
5
Vote
Bulk upload of emails to account journal in eTapestry
We currently use outlook for most of our emailing. It is time consuming to have to upload each individual email to eTapestry when the volume is high, and particularly when trying to migrate historic email records. Being able to bulk upload emails ...
Created 09 Oct 09:31 by Guest
Communications
1
2
Vote
Drop down salutations
Need the ability to add additional choices for salutations on the drop down menu. We have many Rabbis as donors and it is disrespectful to not offer that option.
Created 17 Feb 14:16 by Guest
Data Entry
0
1
Vote
Set attribute based on individual v business with new DIY form setting
We have a hidden defined field for account type that we populate when a new account is created via a DIY form. Currently it's been set to individual, since that's all that the forms supported. Now that we have the option to have our donors choose ...
Created 01 Aug 19:21 by Betsy Rubenstein
DIY Forms
0
2
Vote
Add ability to delete old photos
As we use the eblast / communications drag / drop templates, my photo bank is growing much too big. there is no way to organize or delete the photos which makes it cumbersome to find new photos when they upload. Please consider adding this feature.
Created 15 Feb 18:05 by Kim Speirs
I have no idea what to pick
0
6
Vote
Change Funds on a Pledge Payment
Our organization would like to be able to apply a gift toward a pledge but change the fund for a one time payment. ie - if we have a campaign for a different fund, we would like to be able to apply it to their pledge.
Created 30 Mar 14:07 by Tori Witte
Data Entry
1
« First
‹ Prev
…
47
48
49
50
51
52
53
54
55
…
Next ›
Last »