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Deleting a fund
It would be extremely useful to be able to delete a fund instead of simply disabling it. Ie If you make a typo when creating the fund your now stuck looking at it in your system.
Created 04 Aug 23:10 by Guest
Data Entry
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1
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Improve Justgiving integration for in memory donations
Have just discovered that in memory donations on justgiving do not automatically come across with a linked in mem record for the deceased. Now going to have to run justgiving report each month and manually update each gift which is in mem. Not sat...
Created 03 Dec 13:25 by Abigail Beaney
Data Entry
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Add relationship search window column options
When making a relationship, in the search popup window screen to find the connecting account, would like to have ability to add columns to differentiate between accounts with the same name.
Created 19 Jul 15:02 by Laura Langham
Data Entry
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1
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Change the position of the "Payment Method" pop-up.
Currently the Payment Method pop-up shows up at the top of the page even though the "Submit" button is at the bottom of the page. As a result, when using the system on the phone, the pop-up is not visible unless one scrolls up after clicking the S...
Created 16 Nov 23:24 by Guest
Data Entry
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2
Vote
be able to use the conversion tool after initial setup
Our database has a lot of inconsistencies with salutations, titles etc. It would be great to be able to update this information with the conversion tool (which is no longer available after initial set up) instead of having to export the accounts, ...
Created 23 May 17:30 by Guest
Data Entry
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2
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Add spouse default option for gift, contact, events, etc
If there were an option to simply check a box to add the same thing to a spouse record... For example, a contact record. It would make data entry much more efficient to simply check a box than to have to add the record to each spouse.
Created 15 May 16:51 by Mary Kern
Data Entry
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More a query thank an idea
If you add an individual constituent before the company they work for (or the individual moves companies), even if you link the relationship as employer/employee you cannot pull through the company contact details into the individual's account - e...
Created 27 Oct 18:06 by Guest
Data Entry
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Linking addresses for employee relationships with the business
We work with a lot of companies and their employees - all of which are linked as Employer/Employee relationships. However, when the company moves address - the new address doesnt pull through to all the employees - meaning despite being linked as ...
Created 27 Oct 18:02 by Guest
Data Entry
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1
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adding information through an import
Our organization/school wants to update accounts with new emails, through an import. But not replacing the information/previous email, and not merge, which wouldnt add a new email either.
Created 16 Oct 18:09 by Guest
Data Entry
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2
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Make International Fields mandatory
How to make persona fields required in eTapestry You can mark persona fields as required fields during data entry. When a field is required on a screen, users cannot save that screen until that field has been completed. Requiring persona fields i...
Created 29 Mar 13:42 by Guest
Data Entry
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