Create a feature to verify the selected Credit Card Type corresponds with the inital digit of the Credit Card number entered (e.g., American Express if the card number begins with 3; Visa if it begins with 4; MasterCard if it begins with 5; Discov...

It would be great if before you moved to another screen you were prompted "don't forget to hit save to avoid losing your changes".

In addition to running a query of open pledges, it would be helpful if we could sort all open pledges within a journal. We see the ellipses in the circle on the left side of the screen. Sorting so these open pledges rise to the top would be helpfu...

This would be useful to plan cash flow for financial years. This would be good for managers to see when creating plans for the future. The query/Report would pull all open pledges and detail the pledge schedule for future dates so you can see when...

I believe this is a GREAT idea that would be useful to ALL your clients (and would differentiate eTapestry among your competition). This is a problem common to all your customers these days ... and it needs to be solved I would like to be able to ...

The system currently flags duplicates / matches based on last name and address. This means I spend a lot of time de-duping families that all share the same last name and live at the same address. I would choose the system to search on first name, ...

We had a donor pay one year's pledge installment with two gifts of stock. After entering the first stock gift the second stock gift was automatically applied to the next year's installment. This messes up not only the accuracy of the pledge but al...

I learned recently that scheduled emails are sent to query results at the time of scheduling rather than the time of sending. I think it would be helpful to have the email be sent to the most recent results of the query (at the time of sending) r...

Importing or Mass Updating Non-Deductible Amounts on Journal Entries

It wouldn't be a problem if the system was foolproof. But it's not.