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Bulk Order Fulfillments
Is there a way to enter an order fulfillment date in bulk? We sell in bulk on occassion by the estore cart feature and would like an easier way to set the fulfilment date, rather than do this manually for each purchase, and not just leave it "unfu...0
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allow updating expiration dates on credit cards without entering the card number over again
Donors with recurring credit card gifts need to update their expiration dates. Currently, there is no way in etapestry to just update a credit card expiration date on an existing autoprocess gift. You have to enter the donor's card information all...7 No Plans to Change at This Time
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allowed manual journal "purchase" entries for those people who pay for an event by check. Not just cool, but URGENT & ESSENTIAL.
We use our shopping cart to register folks for upcoming events. Many people send checks which should be manually entered as PURCHASES in the Journal. Currently, PURCHASE isn’t a journal transaction choice, and we don’t want to use GIFT because the...11 No Plans to Change at This Time
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would allow for multiple sticky notes on a single account
My organization would love it if etapestry would allow for multiple sticky notes on a single persona so that we might be able to assign more than one category of note to each persona. Then, for example, we could have personal notes as well as corr...4 Planned
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You should have a warning dialog box if you enter or change information in a window and try to leave that window without hitting the "save"
You should have a warning dialog box if you enter or change information in a window and try to leave that window without hitting the "save" box. I have found that this happens often when I am doing multiple tasks and sometimes I don't realize info...3
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It would be quite helpful to be able to apply a soft credit as a pledge payment.
We have people make pledges or businesses make pledges but when their checks come in (pledge payments) they come from a donor advised fund or an individual will send in a check to apply to their business pledge or a business check comes through fo...6 No Plans to Change at This Time
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gave you the option to assign soft credit to more than one donor within a gift. For example, we just got a check from
gave you the option to assign soft credit to more than one donor within a gift. For example, we just got a check from a local community foundation who held a special giving event in our town. Several of the people who have donor advised funds at ...1 No Plans to Change at This Time
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URGENT: eTapestry Logout is Disruptive
URGENT: As of Monday, eTapestry began to log me out a lot, like every 15-20 minutes or so. This just changed on Monday and it is quite aggravating. It is prohibiting my work and becoming a nuisance. Please fix this ASAP!!2
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Integrate Email to new Outlook
Please, please consider updating the Outlook integration. It does not work for the most current Outlook version. This is my biggest issue with the CRM. I want to be able to automatically add email communications through Outlook into the Journals.0
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allowed imports to all defined fields on all roles (currently only allows imports on constituent)
At least twice a year we need to record massive updates and/or create new accounts in our tributes. The import module would work wonderfully, if it was possible to use with the tribute role. Unfortunately, the import module only works with the con...2