-
Excel directly from journal
It would be awesome if you could download journal contents directly into an excel or word file instead of having to create a query and report0
-
Receive the auto-confirmation email the donor receives when filling out online form
In most online form products that I have used, it is actually possible to have a setting which allows the staff to receive the actual copy of the email that a donor received when they donated through an online form. This would be an extremely hand...0
-
Add Fund Performance to home screen tile options
I would like to be able to see a Fund Performance on the home screen and currently it is not an option.0
-
Being able to copy Fundraisers
It doesn't make sense that if I have an annual fundraising event, that each year I need to recreate the event from scratch.1
-
Accurate/Simple In-Kind Donation Tracking
There is no "best practice" for tracking and reporting on In-Kind Donations. The donations end up being added into all general reports and goal tracking and additional reporting and querying has to be done in order to "take out" the in-kind donati...0
-
Allow page breaks on Communications Templates
When creating End of Year tax receipts, it would be helpful to be able to create a page break so that we can have a simple thank you on the front of our letter and the tax info on the page to make it easier for our donors to copy for their records...1
-
Different colored fonts in etapestry
I don't know if this is already a possibility, but as I was working in UDFs today I was wishing that I could change the font color to make it more easy to find info.0 No Plans to Change at This Time
-
This is more of a warning than an idea, but I was told by support that this was the best place to put it.
We discovered a problem with the Name Format options that led to some embarrassing mass emails. There is a set of merge fields named FIRST NAME, MIDDLE NAME, LAST NAME. One of our staff chose FIRST NAME for a mass email merge field. The trouble is... -
There need to be more ways to filter the Mass Interactions Field in Reports
I was looking for accounts that we had missed sending thank receipts to. I had a query with the accounts that had given in that period and ran it in a report that had the column to show mass interactions for this year. However, there were so many ... -
The font is too small; colors are hard to read; too much scrolling when entering journal entries; drop down items are tiny font; can't find household persona quickly to add gift; extra clicks needed throughout.
Fix this, my eyes are killing me...0