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I would like to have the capability of having a sort of "to-do" list where entries can be made on a calendar. Sort of a pop-up as I woud go into E-Tap for that list of tasks on any given day. Thank you for your consideration!! This would be incrediby helpful to myself and my team.
No description provided2 Already Works That Way.
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Add Sub-groupings in custom reports
I am looking for an additional sub-grouping in custom reports within groups. For example, in the "Donor Gifts" report, I'd like to group by a user defined field (historic batch) then a subtotal within that grouping to show a total by fund so I don...0
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Add an eTapestry email address that you can bcc on correspondences that will then add emails to a constituent’s journal
Reduces time spent manually adding correspondences to journal. Other CRMs use this method.0
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Add an option for the email body when setting up a scheduled report
Please can we have a field to add a message in the body of the email that is sent to users on a scheduled basis. We have a lot of scheduled reports that are sent out monthly, and although we try to add a description in the subject, it would be use...0
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Account Number as Merge Tag in Drag and Drop Emails
Would like to be able to include account number and have more fields available as merge tags with new drag and drop editor emails (like with old email templates). Want to use Account Number when sending newsletters/communications to Alumni as this...1
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DIY forms with CAPTCHA activated or deactivated per form
We plant to use some DIY forms internally to capture contact information by adding a link to the DIY form on our intranet. We do not want CAPTCHA enabled on this form. We would like to have another form for dontations on our external website,but t...0
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Ability to view more than one Campaign tiles on the Homepage dashboard
We occasionally have more than one Appeal (campaigns) going at one time. I have been monitoring the progress of our End of Year Campaign on my Homepage dashboard, but now we have started raising money for another program so I would like to have ca...0
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Add additional Persona to Duplicate Account during Import
Creating an Import: Duplicate Summary appears if there is a duplicate donor account you can only replace, merge, leave or create a new account. I do not want to do any of those I want to add an additional persona to that account. In the meantime I...1
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My idea is to provide users of eTapestry with the ability to add a Journal Entry Type (e.g., Volunteer) to the existing eTapestry Journal Entry Type options.
This ability would be very helpful in that it would enable eTapestry users to be very specific about the Journal Entry Types that are used thereby enabling us to see, specifically, the type of contact that has been made when viewing the Journal En...0
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Existence or not of a valid Gift aid declaration is indicated clearly on Home page of donor
We waste a lot of time looking through journal entries trying to make sure that the donor has a valid gift aid declaration form. Sometimes the donor has filled the declaration in 2003 or 2001 and they have been giving a monthly recurring gift ever...0