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Allow soft credits from trusts to be applied individual to pledge schedules
No description provided
Created 09 Mar 18:32 by Guest
Data Entry
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1
Vote
Import from Excel into eTapestry
We are a public school foundation. Each month approximately 300 teachers donate to the foundation through payroll deduction. The district gives us one check a month with the total dollar amount. They provide the teachers name, gift amount... in an...
Created 08 Mar 17:39 by Guest
Data Entry
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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...
Created 21 Oct 19:28 by Michelle Crooks
Data Entry
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Ability to change recognition settings in DIY Forms
Donors should be able to select how they want to be recognized in a DIY Form and that recognition setting should be automatically updated in their account. This would save development staff time.
Created 04 Mar 15:11 by Guest
Data Entry
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Add CVV to the journal gift entry screen
The DIY gift widget has the CVV on it. Please add it to the journal entry screen as it is required by some processors for PCI Compliance and can lower the % rate we are charged by other non-BBMS processors.
Created 03 Mar 15:31 by Julie Court
Data Entry
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1
Vote
Ability to edit amount of supporters on a JG campaign page
For campaigns with more offline donations it would nice to able to manually add offline supporters totals to the page the same way we can add $$ to amount raised total.
Created 02 Mar 20:51 by Kelsey Parker
Data Entry
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2
Vote
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.
Created 06 Oct 10:16 by Guest
Data Entry
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2
Vote
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.
Created 03 Oct 09:47 by Guest
Data Entry
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2
Vote
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.
Created 30 Sep 13:25 by Bailey Gould
Data Entry
3
2
Vote
When duplicates are matched from DIY forms the name is a mandoatory match
To stop information merging automatically into the wrong account
Created 30 Sep 00:37 by Guest
Data Entry
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