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In the Settings page of a DIY form, allow the user to choose the Contact Method rather than having just a system default.
To be able to identify and report by journal contact method and include contacts added via DIY forms.1 No Plans to Change at This Time
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Have a preferred name field or nickname or AKA field.
Quite often I find that a member whose name is James will go by Jim or Florence will go by Flo or William will go by Bill and it would be nice to have an AKA field or preferred name or something along those lines and it would be great if that was ...2 Already Works That Way.
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We would like to be able to track multiple asks or foundation proposals at once and keep them historically in eTap
We're new to eTap, but there doesn't seem to be a way to track multiple solicitations or foundation proposals at once or keep them on the record historically.0
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Provide option to enter a transaction for charges or negative (minus) amounts
Facebook donations received by UK charities sometimes have bank charges applied. If, for example, the charity receives £800 in donations, but only £794 shows in the bank account (because an bank charge has been applied), the donations entered to E...0
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Reporting for Fundraisers
We subscribe to your personal fundraising module and find it a bit unusual the way it functions. As you know, you have the ability to register as an Individual or as a Team. When you register as a member of a Team, you are recognized as a supporte...1 No Plans to Change at This Time
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Ability to Drill Down Gift Assignment
We would like to assign each gift with a fund account as well as a code. A good example is a gift made to our Chapel Endowment Fund, would be assigned Chapel Fund, but we would like to be able to narrow that down to Memorial, General Donation, Cha...0
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scheduled recurring gifts mass import
Allow changes to "gift type" when mass importing gifts to "scheduled recurring gifts." For example right now the default (and this cannot be changed) is "cash." Recurring gifts never use cash but instead use credit and debit cards. So this feature...0
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Allow mapping onto "Sticky Notes" during import
Currently, in Etapestry, one can mass import values onto the Persona "Note" but cannot make those Notes "Sticky Notes." This also applies to the "Summary Note" field in RE NXT0
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Automatically send virtual terminal (card not present) transactions to eTapestry
Any staff person currently processing transactions in the virtual terminal has to re-enter all the information into eTapestry. BBMS Virtual Terminal should automatically connect with eTapestry for all transactions.1
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Date of GDPR consent compliance
Best practice from ICO suggests that consent should be renewed every two years. Please can eTapestry have a date format/ calendar field UDF so that renewals can be monitored and diarised.0