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we need a way to to export the user list with the permissions into csv file on routine basis
Auditing and access management0
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For Canadian users, in the E-store allow a check box when you want to taxes to apply to a certain item.
For not for profits we need to add taxes to certain items. It would be nice to check off a box for an E-store item where taxes need to apply. You can have a box where you can type in your province tax. ie. (0.13) for 13%. This could be charged as ...0
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DIY forms aren't user friendly, do not look trustworthy to donors
There are multiple ideas on this forum that address the specific issues with look and feel and useability for DIY forms. These ideas range from requesting google maps instead of mapquest, clarifying debit vs credit card option, making mobile fri...1
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auto mass delete of relationships and journal entries upon "Delete Role" function
I'd think it would be a good idea if the "Delete Role" function automagically removed all relationships and journal entries since we're told to do that prior to a Delete Role anyway. Should be a relatively easy programming feat. Otherwise so time ...0
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Edits on Email Templates
When we email constituents through eTapestry by choosing communication templates but with some manual edits, the original template content is saved in the contact journal and not the edited version. This does not accurately reflect what was actual...0
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Allow the Pay By Wallet feature to be disabled therefore only allowing someone to pay by credit card. If the fundraising event is a ONE OFF, ticket purchases do not want to use this feature.
No description provided0
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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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Add a pop-up dialog box confirming your action when enabling or disabling all funds.
The box could say "Are you sure you want to enable/disable all funds". We accidentally enabled all funds and had to spend a lot of time re-disabling the funds that were enabled in error.0
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Address finder notification in Journal entries for all findings
The Address Finder function was run last night on my account and I noticed that there was no journal entries for invalid addresses or moved and can't find address categories. Standardized addresses and Updated addresses did have a journal entry. I...0
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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