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The ability to copy NOTES between Constituent to Account so that it appears on both - like soft credits/calendar
11:06 Bikash Dayal If I understand you correctly, you want individual contact to reflect under Two different accounts without a note right? 11:18 Kristen Well...we want to have the indiv reflected with an acct and well as an individual. Bu...1 No Plans to Change at This Time
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improving justgiving integration
The new integration with justgiving is really helpful, but at present donations are not recorded as final when they are integrated. While they are not marked as gift aid eligible, if the donor later adds that their donations are eligible for gift ...0
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Make DOB field work on a DIY form
It would be useful because then we could ask collect DOB when people complete the form. It would benefit me as the database and alumni programme coordinator so that I could do my job. It should work in such a way that when the DOB field is part of...0
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Allow Family accounts to add both individual spouses/partners relationally
Currently the Family account option is limited because it doesn't allow two individuals to exist relationally as spouses/partners. Because of this, I need to delete each family account, create the individual members, and link them relationally. it...0
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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...0
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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...0
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Ability to add a "Contact" journal entries to an account via email, rather than manually entering into the account
I've heard of other CRM platforms having the ability to "sync" with one's email in a way that one can simply send contact-type entries to an account via email rather than manually entering them in the database. I believe it matches based on the em...0
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Including Offline donations on fundraising site
It would be ideal to be able to include offline donations in the overall donations received for an event / fundraiser - as it appears publicly on the fundraising site. I am able to note a soft credit to a team on the donor journal, however the don...0
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Create recurring EFT entry that is NOT processed through BBMS but does record the monthly entry
Donors contribute monthly through their own EFT. We have to record each of these even though it is recurring.0
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Deleting accounts with multiple donations
I would like to be able to delete an account without having to delete each donation separately. There should be a way to delete all donations in the journal. Donating one at a time when there are several, is very time consuming.0