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Pldeges on DIY forms
It’s critical for us that when we create a DIY form (to post on our website to receive BBMS credit card donations) we are able to specify Pledge Payment OR Gift. When someone sets up a recurring gift through BBMS, a recurring gift schedule journal...0
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automatically import new fields created in custom built Everydayhero campaign onto UDF created in eTap via the Integration
I had a custom built EDH campaign designed with additional custom fields. Then I created UDF in eTapestry to map onto. It would be helpful if I could chose to include this import within the integration, instead of manually running an import to upd...0
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Event guest information should populate into new accounts.
In the event registration page, only the payer information is fed into creation or update of an account. Ideally, if payer can enter other names of guest associated with his/her purchase of multiple tickets, those names should be able to have firs...0
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Change "process transaction" message
When processing a credit card, the charge will not go through if the credit card number is wrong. However, if the credit card number is right but the amount is wrong, it will process. It is VERY easy to input the amount incorrectly. The zeroes tha...0
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Please consider making the number "unlimited" for number of segments in a split transaction. We sometimes have donations that need to be allocated to more than the allowable number and this created confusion for accounting purposes.
No description provided0
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Create an alert on pledges for tracking.
After entering a pledge amount in eTapestry, it would be helpful to be able to set an alert that would notify me after a certain period if the pledge payment is not entered. I would be able to select the time period for when the alert should be se...0
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Allow UDFs for Funds.
WE have many funds which relate to projects we have around the world. Some are in sensitive areas, and I would like to be able to flag that fund as sensitive (or not sensitive). Adding the capability of adding UDFs to funds would allow me to deal ...1
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Window in Journal that shows outstanding pledge balance(s).
Include a window in each account journal that shows if there is an outstanding balance on one or more pledges so a user can see it at a glance. While it is possible to query on any pledges with a balance, when it comes to looking in the account it...0
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Pronouns field - default option
Knowing an individuals pronouns has become increasingly important in personal and professional life. Including this field as a default option, assists in fostering awareness and inclusion. Many platforms already include this feature e.g. Instagram...0
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Organisation account to include journal entries from all 'related' individuals
When I look at an account for an organisation, I would like an option to see all journal entries with all 'related' individuals (usually employees) e.g. List View Household List View Relationship List View [NEW OPTION] Currently I'm required to ad...