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Ability to Completely Copy an Account
Business models change and sometimes we need the journal and complete information copied to accommodate the changes
Created 10 Aug 22:33 by Guest
Data Entry
0
4
Vote
Mark transactions to get or not to get tax receipts
We have some organizations that donate to us other people's money that they collect and at times, they also make donations that are tax receipt eligible. It would be great to be able to mark which ones to include in a tax receipt letter at year end.
Created 22 Nov 18:23 by Guest
Data Entry
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2
Vote
Allow manually entered purchases
My organization takes checks and cash, but there's no way to mark them as a purchase for a specific item. That messes up transaction reports, queries, and communications.
Created 06 Aug 21:04 by Guest
Data Entry
1
4
Vote
Archival Process for Inactive/Closed Constituent Accounts
Could the developers please consider an easy-to-use Archival Process for Inactive/Closed Constituent Accounts? For example, if there were a tick box on the primary account page or the Main Persona Page that was marked "Inactive Account", when tick...
Created 08 Nov 16:35 by Guest
Data Entry
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2
Vote
Allow business/organization entries in DIY forms
We need to add businesses via online forms and now it takes extra work to do so.
Created 30 Jul 19:33 by Guest
Data Entry
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1
Vote
Be able to reorder the Gift Types
It would be helpful to be able to reorder the Gift Types so that the most commonly used type for my organisation can be put at the top/default.
Created 08 Jun 10:29 by Guest
Data Entry
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1
Vote
Enable 'Add recurring gift' in Mobile
It would be useful to be able to add a recurring gift in Mobile. It's possible to add a gift, so why not a recurring gift too.
Created 08 Jun 10:05 by Claire Battersby
Data Entry
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2
Vote
Deleting failed auto process transactions
I would like a way to mass delete failed auto process transactions without having to delete an entire schedule or account. These failed auto process transactions clog up journal entry reports.
Created 13 Jul 20:44 by Guest
Data Entry
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2
Vote
Give user the choice to have phone number required or not on diy forms.
it is disappointing to see that we do not have a choice ... we feel it deters donations when people are forced to give private information. ETapestry should leave these decisions to its users
Created 08 Jul 21:22 by Guest
Data Entry
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2
Vote
DIY Form for In-Kind Donation (External Use)
When collecting in-kind donations for auctions we would like to have a form that companies and individuals can fill out to pledge an in-kind donation. We would also like to be able to track donations from these donors year over year.
Created 01 Jul 19:02 by Guest
Data Entry
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