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Make User Defined Field results from online forms show up in the UDF in the Journal Entry attached to a donation
Right now, in order to see any info you may have asked on an online form (for example listing Anonymously, or Memorial/ Tribute information) you have to add a UDF in order to add it to the form. But when a donor selects that, the result shows up i...
Created 25 Mar 20:57 by Courtney Brecht
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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.
Created 12 Jul 19:33 by Guest
Data Entry
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Ability to disable Team option when creating a Fundraiser
it would be most helpful to have the ability to disable the Team option when creating a new fundraiser as not all fundraisers have Teams.
Created 18 Mar 19:30 by Guest
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Make a pledge simply the sum of donations for a period of time. NOT assigned to a campaign or approach
Constituents should be free to commit a total contribution amount for a flexible amount of time The individual donations being made at the various campaigns and approaches carried out by the organization during this period of time
Created 12 Mar 01:03 by Guest
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Allow modifying of Tile Reports
I'd like to be able to modify the reports generated for Fundraising Tiles on the Homepage. For example, it would be great to be able to filter out in-kind non-cash donations from my Campaigns, so I can see how clsoe I am to my cash goals without s...
Created 22 Jun 00:37 by Danielle Moser
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when donations are entered on our website, allow the donor to enter the tribute name in that moment.
as of now the tribute name is noted by the donor in the notes on the web page. we then have to go back in + manually add the tribute. it would be much more efficient if the donor could do it themselves on the site at the time of donation. we could...
Created 23 Nov 18:36 by Guest
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in journal entry, letter automatically selects basic tax receipt if amount is 250 or more - otherwise default of none is in place.
we have to manually go back + select the letter for donations $250 or more. this would save so much time! thanks! happy thanksgiving!
Created 23 Nov 18:04 by Guest
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Let user define fields for duplicate searches
We are a membership organization and it would be very helpful to use MEMBER ID NUMBER as a matching field, especially for importing.
Created 23 Nov 16:15 by Amy Sajko
Data Entry
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Adding a role named "Participant"
Due to the nature of our organization, we also document interactions with the population we serve: the participating children and their families/guardians. We are seeking to transfer participant information into eTapestry in order to catalogue all...
Created 04 Mar 16:44 by Guest
Data Entry
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UDF's for Fund Names
Use as a way to sort gifts that are for a project country, region, identify responsible staff, restricted or unrestricted, project partner, primary staff person, etc.
Created 02 Mar 20:30 by S Schuenke
Reports/Queries
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