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A facility to mass update campaign/fund codes for Auto Recurring gift schedules at the beginning of a new financial year
It would be really useful if you were able to mass update the campaign and/or fund codes in all auto recurring gift schedules at the beginning of a new financial year, because currently you have to go through each recurring gift schedule and updat...2 Already Works That Way.
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Allow multiple event assistance choices for a constituent
There should be a way of entering multiple event attendance in the user defined fields section for event tracking. If a constituent has assisted two different events and assisted or declined either or both, you would have to make a new category fo...1 Already Works That Way.
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Have a preferred name field or nickname or AKA field.
Quite often I find that a member whose name is James will go by Jim or Florence will go by Flo or William will go by Bill and it would be nice to have an AKA field or preferred name or something along those lines and it would be great if that was ...2 Already Works That Way.
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Add multiple address lines (to add apt's, units, etc) instead of just one big one
When I pull reports from eTap and send them to Excel it always groups the full address together. For the purpose of mailings a lot of mail houses need these separate. There should be more than one giant box to load with the address lines3 Already Works That Way.
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Allow Canadian Addresses on the Personas Page
The personas page doesn't allow Canadian provinces or postal codes in the pre-set boxes. It is clunky and inconvenient to have to create a separate UDF for Canadian addresses. We have many family members in Canada who support our organization and ...1 Already Works That Way.
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Bring back Gift Aid Declaration on the Journal Filter
V.28.0 introduced a new version of the journal filter, but it removed the option to find Gift Aid Declarations. Please bring back this option as GA Declarations are exactly the type of journal entry that are very time consuming to check by trawlin...1 Already Works That Way.
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Use import method to update multiple persona's
It would be a good idea if you were able to use the import method to update already existing persona's for more than one account at the same time. This would make it a lot easier and quicker to update multiple existing personas like their address ...1 Already Works That Way.
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Finding an account number when hovering over name
I used to be able to see the account number of a person when I hovered over their name, or the index card next to their name. This was a huge time saver. Would be nice if that came back.2 Already Works That Way.