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ability to attach a tribute to a pledge payment
It would be nice to be able to attach a tribute record to a pledge payment. We have several donors who make their pledge payments in memory or honor of someone. These donors do not show up on tribute reports as there doesn't seem to be a way to at...0
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Add Pledged Amount to Import Type: Account Information with Single Gift import fields
As a non-profit counseling office, we include client session fees as well as donor donations in our eTapestry accounting. Each client session fee is entered as a pledged amount and received amount, so that we can see if their account is current. I...0
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on DIY form clearly say that cc#s need to be entered without spaces
This would make it clear to donors on how to enter gifts. I have had some get frustrated when they put in the spaces as it appears on their card and it didn't go through. We don't want that! Luckily, they were persistent and eventually figured out...0
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Remove MatchFinder from New Relationship
Since we don't have a subscription to MatchFinder it clutters up the screen. Can we hide it? It would make sense that it only appear when the relationship is Employer/Employee or something similar. Perhaps setting the option on or off when a relat...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...0
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importing
It would be helpful if you could import payments, I was told this was not possible due to chances of duplication of an account but if all accounts list an account number wouldn't you be able to link that payment with the account number and do an i...0
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Import multiple personas
I have multiple personas (personal, joint, business) for each of my accounts. I want to be able to import multiple personas to per account via an import.0
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To change reminders on calendar to more than 90 days
This would be useful for all users to enable reminders to be set for permission forms and also with the upcoming changes to Data Protection Regulations in the UK will need to set reminders when contact permissions expire.0
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Manual account merging
I want to be able to manually enter and select an account that I want to merge with another. Currently can only merge accounts that eTapestry recognizes as duplicates.3
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When duplicates are matched from DIY forms the name is a mandoatory match
To stop information merging automatically into the wrong account1