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Create an alert on pledges for tracking.
After entering a pledge amount in eTapestry, it would be helpful to be able to set an alert that would notify me after a certain period if the pledge payment is not entered. I would be able to select the time period for when the alert should be se...
Created 30 Jun 22:35 by Guest
Data Entry
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1
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Add a standard non-deductible amount to an assigned fund
This way the non-deductible associated with the "Membership" fund could auto populate through the online giving form and ensure an accurate automatic email thank you can generate properly.
Created 22 May 21:03 by Guest
Data Entry
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2
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Biography Box
It would be nice to have a box that can include a short summary of that account i.e. Joe Bloggs is interested in golf and art, plays the oboe, has two children and likes to summer in France.
Created 10 Jun 10:35 by Guest
Data Entry
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Vote
Re-size the Note Entry Box
When using this box it is difficult to view as it doesn't expand so you have to scroll whilst you write
Created 10 Jun 10:34 by Guest
Data Entry
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2
Vote
Pledge Completed or Written-Off Date column header on journal screen
Is it possible to add a Pledge Completed or Written-Off Date column header on journal screen? It would be great to look a donor's journal and see right away that certain pledges were completed or written off.
Created 09 Jun 00:12 by Guest
Data Entry
1
1
Vote
Integrate backend BBMS transactions directly into eTapestry
Currently, credit card transactions that are manually processed through BBMS do not integrate into eTapestry. Please add eTapestry integration capabilities for manually processed BBMS (i.e. on the backend) transactions.
Created 15 May 22:45 by Lauren barnum
Data Entry
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1
Vote
Have a drop down or search method to pull existing account information
Have a drop down or search method to pull existing account information into a new donation. We have frequent donors that do not want to type in all of there information each time they make a donation. If they could find their record and have it au...
Created 12 May 19:53 by Guest
Data Entry
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2
Vote
A facility to mass update campaign/fund codes for Auto Recurring gift schedules at the beginning of a new financial year
It would be really useful if you were able to mass update the campaign and/or fund codes in all auto recurring gift schedules at the beginning of a new financial year, because currently you have to go through each recurring gift schedule and updat...
Created 26 May 08:50 by Guest
Data Entry
2
Already Works That Way.
2
Vote
Please add a Next button to the 'Save And' drop down menu when looking at a journal entry
When I have a number of journal entries that I want to look at and make changes to on a single account, I cannot simply go to the next journal entry without loosing the changes I have made. There needs to be a 'Save And' 'Next' option on the drop ...
Created 18 May 11:14 by Jennifer Liandu
Data Entry
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2
Vote
Ability to manually update Social Media Links
It would be handy to be able to update Social Media Links if a) the link found by Social Media Finder is incorrect, or b) if we found a social media link that the Social Media Finder did not find on its own (perhaps due to a lack of email in the r...
Created 16 May 23:45 by KC Bridges
Data Entry
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