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Advanced Search page
It used to be that when you entered all the data on the advanced search page, if you added a new account, all the information would automatically populate from the advanced find screen. Now it does not.1
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Allow additional gift types to be added such as.. Canada Helps, Benevity and other third organizations that funds come in through
Currently gift types are limited to specific options. We would like the flexibility of being able to add our own gift types as our organization receives many donations through third party fundraising organizations like Canada Helps, Benevity, ATB ...1
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Ability to Schedule Mass Updates for Custom Account Queries
Having the ability to schedule mass updates for custom account queries would keep eTapestry users from having to coordinate mass updates and work after hours to complete them. Allowing mass updates for custom account queries only would prevent que...1
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Area for documentation of Recognition change
When we work with big companies, often different people will have different ideas of how the exact name should be credited. Even within marriages sometimes different partners want to list different ways. I'd love to be able to document who request...0
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Categories/folders for Approaches
We use Approaches to track events, and many of our events repeat every year. Right now I have a long list of approaches on the main screen like 2019 Harbor Cruise, 2018 Harbor Cruise, 2017 Harbor Cruise. It would be great if we could create catego...0
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Add Non-Deductible Field to Pledge Payments!
Currently if a pledge is marked non-deductible it puts a negative amount towards that person's journal. If they do not complete their pledge, it is still negative the total amount of the original pledge, which could negate other gifts. If we could...0
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Add a gift entry type for Vehicle or Boat so that there is a field for Appraised Value then one for Sold For/Sale Amount so that the Fair Market Value (FMV) can then be determined (i.e. the database would complete that value field). Then you can edit the Real Estate section with an Appraised Amount field and FMV field too. The IRS will only allow a donor to deduct the FMV, and a nonprofit will obviously only be able to use the amount the item sold for (which is the FMV).
No description provided1
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Manual wealth rating tool
Being outside the US means I can't use the automatic wealth rating featured offered by Bb. Please make this feature either automatic or manual so that those of us outside the US can use the database and the features we are paying for to its full p...0
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Allow for pledge payments to have a different campaign/fund/approach than the pledge!
Often times a pledge will come through one means, and be paid through another. I.E. pledge is made at an event, and future payments are made via direct mail. It'd be advantageous to track both.1
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Data entry to trigger flags/events
I've been impressed with some of the UDFs and the ability to place in multiple areas; however I've been unimpressed with the lack of corresponding flags or trigger events available once data has been entered. For instance, If I would require Mov...0