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"Next Action Date" should auto populate into the Organizational Calendar
We have began tracking our Grants in eTapestry and one of the fields "Next Action Date" is available and we just learned that this is not auto-populating into our Organizational Calendar of upcoming activity and it an extra manual step we need to ...0
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Mass Import for Split Transactions
After events, many donations/gifts are split across multiple categories. Importing 100s of gifts is way easier than doing 100 split transactions by hand.1
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Ability to bulk add relationships
I am new to eTapestry and my data has been imported, however, I have hundreds of individual businesses who are actually franchises. I am setting up so I have one constituent for the franchisor and then have to add each franchisee individually - th...0
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Zapier
integrate with zapier Zapier developer platform: https://zapier.com/developer/1
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Add Email to Journal Entry Type
We use constant contact to send our emails. It then creates a CONTACT journal entry. This makes the actual contact like a class taken or a meeting get lost in all those contact journal entries. Right now it only gives me the choice of non-transact...0
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Drop down salutations
Need the ability to add additional choices for salutations on the drop down menu. We have many Rabbis as donors and it is disrespectful to not offer that option.0
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Calendar integration with eTapestry accounts for gmail
We would be very interested in a feature that would integrate calendar reminders from a journal of an account and have them automatically added to the users calendar. Or vice versa.1
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Create "archive" for e-commerce duplicate info notes
We have a lot of journal entries for donors being cultivated for capital campaign contributions -and they are invited to participate in a number of events that they register online to attend - their journals are filling up with multiple screens of...0
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In memory/honor box
There should be a way of adding a simple field for one off names for minor tribute donations. For example we have tribute gifts come in sometimes that were from only one person and there's no need to create an entire account just for this person. ...0
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Mass Import Disbursements
We have a lot of grants we give out and would like to track them in eTapestry. The way we would do that is by tracking "Disbursements". As of right now, there is not a way to import disbursements. This would be a major time saver.0