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Adding mutliple email fields to personas
My organization has run into a number of difficulties with the way the email field is set up in eTapestry. Specifically for joint personas, I would like to be able to enter multiple email addresses. The size of the box implies that it can accept m...
Created 09 Nov 18:05 by Guest
Data Entry
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3
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persona "in effect from" date
Being able to see the year (vs. ONLY the month/day) would be very helpful. I'm not sure how only the month/day are helpful without the year.
Created 30 Oct 14:38 by Guest
Data Entry
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Already Works That Way.
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Automatically appear Pledge Payment when their is a Pledge in the Journal
This would prevent from accidentally selecting Gift vs Pledge Payment when there is a pledge in there. And then avoiding sending open pledge letters to those who actually paid but it was recorded in-properly.
Created 28 Oct 00:31 by Guest
Data Entry
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If the "Name Format" is Business, the Persona should automatically change to Business when adding new accounts
Why is it useful, who would benefit from it, how should it work?
Created 15 Oct 13:53 by Guest
Data Entry
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Block individual eTapestry files from others
I would like the ability to block certain individuals from seeing/viewing certain eTapestry files. Example would be a big donor gives large gifts & I don't want all of the staff to see his file & the amounts he has given. Another example i...
Created 10 Nov 17:08 by Guest
Data Entry
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Create a recurring gift schedule that allows you to choose the start and end date when it does not fit in the options offered, i.e. monthly (12), etc.
it will benefit donors who want to make a gift monthly but less than a year, i.e. once a month for 5 months.
Created 26 Oct 18:42 by Guest
Data Entry
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Vote
Auto re-format addresses
Having used Raiser's Edge previously, I grew very accustomed to it configuring addresses to meet USPS standards (St vs street, etc.). Please add this feature to eTapestry, too!
Created 24 Oct 21:05 by Guest
Data Entry
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Add salutations to the in-built advanced search
Where there is a large number of accounts with the same name e.g university, each account with a different address and each having a number of contacts, it becomes unmanageable to find one individual easily. If the search could be done on salutati...
Created 08 Nov 12:20 by Julie Partridge
Data Entry
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3
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Name fields on family accounts (at least two name fields)
In family accounts eTap should have fields to write in first and last names for the individuals in those accounts. There should be at least TWO fields for first names and TWO fields for last names. This would make it so that when you go to make a ...
Created 06 Oct 18:09 by Guest
Data Entry
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No Plans to Change at This Time
2
Vote
Duplicate an existing gift
Would be great if you could start entering a new gift by copying an existing gift, and then just tweak the details that are different. OR - to be able to set a quick entry default from an existing gift which would basically allow you to do the sam...
Created 17 Oct 21:56 by Jennifer Allen
Data Entry
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