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Attach individualised PDFs to individual accounts and send the same PDF to account email addresses as attachment
We are creating an online support hub of charities and it would be great if we could attach personalised PDFs to accounts and then send those PDFs to individual charities by mass email communication0
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Donation not required for membership signup
At our organization there is no membership fee. We wish there was a way to remove the fund and payment from the membership signup form.1
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Template edits
No thank you letter is the same as no donor is the same. Templates are very useful but they still may need a tweak or two. Can you find a way that templates can be amended0
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Include a preview function for journal entry attachments so you can view them without having to download them
We often just want to look at something in a journal entry attachment, but it seems unnecessary (i.e. extra steps and data usage) to have to download and open the attachment. It would be nice if we could somehow just preview it in another window.1
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Improve Text Wrapping in Template Editor so that Text Doesn't Go Off Page in Word/PDF
Currently there are few options for customizing the format of templates for Word/PDF printing in the current version of the editor. Trying to create a professional looking letter with correctly sized images and properly marginalized text is not ve...3
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Add postcodes to deduplication fields
Etapestry's 'DIY Forms', which we use to take donations, struggle to deduplicate existing donors and instead make brand new Constituents from people who may already exist on the database. I would ask that deduplication include the Postcode field t...0
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Add a "Clear Defaults" button to journal contacts
Please add a "Clear Defaults" button for use when adding contacts in the journal. Since there is a button to "Set Defaults" there should be one to clear them as well. Thanks.1
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Have MobilePay auto-populate a journal record, please.
We currently use the eTapestry database & have a webform for electronic donations. Web-based donations auto-populate a journal record in the database. Can MobilePay be made to do the same thing? Currently, we need to export the MobilePay trans...0
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Allow Recent Journal Entries tile customization to allow soft credits and total received & soft credits to show
Events may be fueled by both actual cash received and via soft credits. It would be nice to have that visual show up immediately without having to add the two together. The same with the account giving summary --- it would be nice to have the opti...0
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Insert [short salutation] into subject lines.
This would allow senders to add first names into subject lines which is proven to increase open rates for emails.2