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Create a way to mass import constituent information from excel into eTap
No description provided
Created 27 Oct 15:47 by Guest
Data Entry
1
Already Works That Way.
2
Vote
Mass importing of historical recurring gifts
We are in a situation where we have a number of donors whose recurring gifts have not been recorded on their e-tap record because they are paid via BACS and it is not integrated with E-tap. We have identified a number of donors with monthly recurr...
Created 17 Sep 08:59 by Guest
Data Entry
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3
Vote
Allow Scheduled Event/Ticket Purchases
Enable users to set a scheduled timeframe for DIY forms to be submitted. IE: Ticket sales end on 4/5/2018 at 5:00 PM CST, form is able to be scheduled for deactivation at that time without having to manually enter.
Created 05 Apr 18:45 by Guest
Data Entry
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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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1
Vote
It would be helpful to be able to store cc information for Express Pay.
No description provided
Created 21 Feb 17:53 by Mary Jo OConnell
Data Entry
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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
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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
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
1
Vote
Mark what funds a campaign can be used with
Right now, when entering a gift into the account's journal and having selected a fund, the CAMPAIGN field shows all the campaigns we have set up. But most of them should only be used with one or two specific funds. It would be great to have a way ...
Created 06 Feb 19:25 by Lori Cartwright
Data Entry
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