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New payment frequency for Recurring Gift Schedules
We have a supporter who pays 3 times a year in February, June and October. His Recurring Gift Schedule has been set up as quarterly which is wrong but there isn't a suitable alternative. It has been suggested that we add each gift individually wit...1 No Plans to Change at This Time
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mass import of pledge and pledge payments ( apply them as pledge payments)
could have a mass import of pledges as well as pledge payments ( apply them as pledge payments)3
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Allow overpayment of pledge to be applied to different campaign
If I have a donor who overpays on a pledge, rather than deleting the transaction and splitting it, please allow the payment to be applied to the pledge, and the overpayment be applied to a different campaign.0
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Pledges- Be able to send tax receipts with a calculated deductible & Process BBMS in a pledge
One-time manual pledge in Etapestry for event management When tracking a pledge and then later receiving payment and entering it via “add payment” I cannot add a non-deductible. However, I can add a non-deductible in the original pledge JE, but th...0
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Integrated with EventBrite
Why re-create the wheel? Eventbrite has fantastic event management, including "At the Door" app for checking people in as they arrive. I'd love to have support look at a partnership.6
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would provide an easy way to retry declined credit card transactions.
Right now you either have to reenter all the credit card information (provided you saved a paper or electronic copy - not a good practice) into eTapestry to try again, or go to your merchant account services provides virtual terminal, and reproces...1 Already Works That Way.
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Improve Journal Screen
Since the update, when I go to the journal tab, I can only see three journal entries. I have to scroll down to see more of them. Very inconvenient. I used to get a whole page of entries. It looks like there is a lot of excess space at the top of t...3
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With the new update, on the Journal entry screen, I can no longer type the first letter of a fund, campaign or approach and then use the down arrow and enter to select the option that I want.
This feature was very useful and assisted in entering multiple pledges quickly. Please give us this feature back!14
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30 minute timeout: add keyboard save command / extend timeout in journal and template areas
when writing documents or long journal entries (an example for us is summarising a support line call from a cancer patient) the short timeout results in lost workand a need to repeat. Current save and edit button is slow and closes and reopens do...1
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Deceased checkbox
20+ years ago when I worked in Raiser's Edge, there was a checkbox you could mark a constituent as deceased, and then they would automatically be excluded from certain things, like mailings. Why is it that in 2023, this functionality does not exis...1