It would be helpful if I didn't have to either manually add an Outlook calendar reminder when a pledge is due, or run a query to see outstanding pledges, so that I can notify a donor that their pledge payment is due. Maybe create a section of the ...

I believe this is a GREAT idea that would be useful to ALL your clients (and would differentiate eTapestry among your competition). This is a problem common to all your customers these days ... and it needs to be solved I would like to be able to ...

Currently, when AddressFinder is run, the old address is stored as a Journal Note. Wealth screenings can not access old addresses, a key identifier, in Journal Note. Previous addresses need to remain in Personas so that they can be accessed and se...

Create a feature to verify the selected Credit Card Type corresponds with the inital digit of the Credit Card number entered (e.g., American Express if the card number begins with 3; Visa if it begins with 4; MasterCard if it begins with 5; Discov...

(I mean a non-Transaction Contact).

The system currently flags duplicates / matches based on last name and address. This means I spend a lot of time de-duping families that all share the same last name and live at the same address. I would choose the system to search on first name, ...

It would be great if before you moved to another screen you were prompted "don't forget to hit save to avoid losing your changes".

We had a donor pay one year's pledge installment with two gifts of stock. After entering the first stock gift the second stock gift was automatically applied to the next year's installment. This messes up not only the accuracy of the pledge but al...

Importing or Mass Updating Non-Deductible Amounts on Journal Entries

It would be so much more user friendly if when searching for accounts in etapestry, typing in, even the first 5 letters of an account name would bring up a list of accounts. You pretty much have to type the entire name and even then sometimes it w...