It would save time if we could send an attachment with the email that responds to an enquiry on our website. Right now, if people fill in a DIY form and want information, we have to send attachments using a query and mass email. We would use this ...

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...

I feel like the communications part of this CRM is very limited and doesn't allow for individual communication with Constituents. If I want to send a single, personal letter to a donor, I still have to set up separate query to add the one donor. W...

#10 envelopes are printed through the Journal entry for a donation through the "Create Document" for the journal entry. The current functionality requires the donation to be recorded, and the letter created when the donation is entered. In order t...

More flexibility within templates would allow better communications design or provide instructions for how to use HTML code in communications-advanced editor

This is useful for email correspondence. Mobile internet use has surpassed desktop use, so it is important that mobile users can easily read their emails from my organization.

Hi Some of our staff forget to check the box to track communications. I am going on the assumption that more of us want to track that than not and then people who don't want to track it could change that setting. OR make it a system preference for...

I primarily use outlook for my email traffic. I use the add-in tool to upload emails to appropriate eTap account journals. It would help if there could be a marker or flag on the email in outlook so I know which emails have been added to eTap and ...

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...

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...