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Be able to have non-tax receipt numbers that are numbered differently from tax receipt numbers
Have non-tax receipt numbers so we can do a query and find these type of journal entries.0
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Integrate mobile pay into etapestry model
one query/one report/simplicity and efficiency at it's BEST!1
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Query/Reporting TOO MANY STEPS
Creating a query on UDF's is crazy complicated. A "support team" member sent me a link that led to 4 pages of instructions . . . eTapestry does not make things easier. Ready to go back to excel.0
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Allow Business contact information to be entered on DIY forms
When we have events for our organization we have a lot of business contacts that attend or fill out our DIY forms. most of the time they wish to leave the contact info for their organization, rather than themselves. right now, we can only allow in...1
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Once on a query and clicking a consituent, the ability to select 'next' throughout each constituent in the list
Not having to go back a page to click onto the next constituent but being able to navigate back and forwards on the list through each constituent page.0
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Sort Name Auto Populating
When adding or changing an account name, the Sort Name field used to auto populate. With the release of Name Format and Salutation Conversion, this was removed. It would be so nice to have this field auto populate again. Please help to make our jo...0
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Autofill for eTapestry donation pages
Donors are getting used to clicking on a "Donate" link in an email and having their basic contact information automatically filled on out the form. We've had several donors complain about how they don't like that they have to fill out all their in...0
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Would like to see eTapestry add the functionality to allow you to create a tribute directly from the DIY form. This way they would show up in etap under the Tribute person's name when you look to see who donated in their memory. Right now you either have to go in and add them manually or run two reports. Would be nice to have it all in one search.
It's very common for the family of the deceased to call asking for a list of all the people that donated in the deceased person's memory. It would make it so much easier to be able to print one list from the deceased person's journal page.0
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View multiple personas side-by-side when looking at an account record
If an account has more than one persona, it would ideal to be able to see the other persona entry (or entries) to the right of the primary persona rather than using the drop down box to toggle amongst them. If that isn't feasible, then at least a...0
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Sorting journal entries by open pledges
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...1 Already Works That Way.