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Create a way to mass import constituent information from excel into eTap
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Created 27 Oct 15:47 by Guest
Data Entry
1
Already Works That Way.
2
Vote
add stop date to pledge schedule and electronic fund transfer as an option in the drop down for auto pledges.
I would suggest adding a stop date fields to the custom pledge schedule. I would allow these pledges to then be automated processed. I would also add electronic fund transfer to the drop down list for automated processing so that organizations can...
Created 18 Aug 14:31 by Guest
Data Entry
0
3
Vote
Different and Multiple Display Types for Values under a User Defined Field.
As shown in the attached picture, I want to add different and multiple display types for values under user defined filed. In the picture attached, Race or Ethnicity is a multiple select field ---> user should be able to select any one or multip...
Created 16 Mar 14:54 by Guest
Data Entry
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2
Vote
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
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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
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
0
4
Vote
Repeat donors shouldn't have to refill the donation form everytime.
It is possible to lose a donor if they have to always fill out the form everytime they come to the site to give a donation. If they gave to us once, then why can't the fields repopulate with their information (other than the CC and exp. date) and ...
Created 27 Aug 00:39 by Guest
Data Entry
1
No Plans to Change at This Time
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
0
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
0
3
Vote
Add the non-deductible amount field to the "update existing transaction" option under the mass update tool
If you have a batch of event tickets that were purchased at a certain price point and enter the system as such, you can query for these transactions and then go in and do a mass update that marks a percentage of each amount as not tax-deductible, ...
Created 10 Jan 16:35 by Guest
Data Entry
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