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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...0
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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 ... -
We need an Address 1 line and an Address 2 line
The postal service prefers to have certain addresses on 2 lines. For instance, we have several colleges in the state of Virginia that have the name of the college, then the P.O. Box on a second line. When entered that way in etapestry, the mail ho...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.0
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Allow Users to Write Off Just Unpaid Portion of Pledge (Rather than All or Nothing)
Sometimes grant or donor pledges are not completely fulfilled for a variety of reasons. Currently, our only option is to write off the entire pledge. While this retains the payments collected in our organization's "Total Received" figures, it resu...0
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DIY contact form for some non-North American countries include both County and State/Province fields.
Ireland is the only country I know of that uses County in its mailing addresse but not State/Province. The contact fields for countries are set by default, so there's no way to deactivate an extra field. It's confusing for our international donors...0
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Adding "Rules" to the DIY Forms verses the insane charge for an eCommerce Form
Currently our organization has 3 giving forms to cover everything we do, which complicates the giving process and is therefore not conducive for our organization. In order to combine the 3 forms, we were told we needed an eCommerce form. However, ...0
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Provide for tracking of planned gifts
Since CASE standards allow counting planned gifts pledged during a campaign, the pledge entry should allow a planned gift option that does not require a payment schedule.1
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Ability to duplicate relationships
There needs to be a way to copy relationships from one account to another! For example, if you have a sibling in eTapestry and then add another... they would essentially have the same relationships... parents, cousins, aunts, uncles, grandparents....0
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report to determine whose photo we don't have on file.
To be able to contact those consituents whom we do not have a photo on file for.0