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 ...

I am tasked with updating the salutations for all accounts that are newly created - this takes up a lot of my time. It would be quicker if I could update the report I receive every day, make changes on a CSV, and then upload it. Currently Salutati...

We would like to add a second email address field, rather than fill in multiple email addresses in the provided email field. I was told there was no way to do this unless I create a new user defined field. We can add new phone fields in the "Phone...

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 ...

Having each consituent assigned to a development staff member (or any staff) would allow us to track data, run reports, or send information, only to those assigned to that solicitor. It also makes re-assignement possible when there is staff turnov...

Having a mass deleting option in imports just in case you imported the wrong information. This gives the user the option to delete said info.

eg. if someone gives $1000 via Justgiving, it will pull as £1,000 into Etapestry. This conversion will enable more accurate report pulling and indication of finances.

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.

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. ...