It is confusing that the journal entry date would need to be synonymous with stock received date. Valuation for the donor needs to be based on the date the actual stock was received. However, we don't often see it immediately and the date we are a...

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...

We have family members using the same email addresses and when they have the same email address and mailing address, their accounts are merged. It would be helpful to have the option to either deactivate this feature so we don't "lose" the account...

Or atleast when doing the comparison and transfer send names as well as email address. Without this, one still must g in manually to CC and add names so it doe not save much time

I would like to be able to integrate my e-tapestry account and my mail client (Mail for Mac) so that any time a new constituent is added to e-tap, it is automatically added to my Mail contacts list.

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...

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 ...

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.

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...