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Ability to delete Funds and Campaigns
We've done a reorganisation of our database and I would really like to be able to finish the cleanup by deleting unused funds and campaigns. I understand you can disable these but they still show up in reports and make things look very messy.2
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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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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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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
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You have to scroll up too far to view the payment window after clicking submit on an embedded form.
This bug is causing our org to lose donations. After clicking submit on our embedded DIY form, the payment pop up window opens, but the form doesn't automatically scroll back up to where you can see the window. Instead, donors think the page just ...2
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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.0
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Allow Outlook Intergration that work on my desktop Outlook to also work on web based outlook
No description provided0
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Allow users to add a new defined field under the "System Defined Fields" section so that the fields can be more organized for data entry.
We would like to add a second email address field, rather than fill in multiple email addresses in the provided email field. I was told there was no way to do this unless I create a new user defined field. We can add new phone fields in the "Phone...1
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In a communication, there should be no "spaces" where there are merge tags without values.
For example, a thank you might say, "Thank you for the donation of [Received] to our organization on [Date] [Tribute Type] [Tribute Name]." If this isn't a tribute donation, and therefore there are no values in tribute type or tribute name, there ...1
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Add family to the Name format of a contact diy form
Current DIY forms only allow users to select individual or business, and do not include family. I believe that would be a very valuable feature for many nonprofits in their database management efforts0