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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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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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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...0
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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.0
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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!0
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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...0
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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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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...