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Address finder notification in Journal entries for all findings
The Address Finder function was run last night on my account and I noticed that there was no journal entries for invalid addresses or moved and can't find address categories. Standardized addresses and Updated addresses did have a journal entry. I...
Created 01 Nov 16:11 by Guest
Data Entry
0
7
Vote
Allow existing gifts to be converted to payments
Currently when a donor who has an existing pledge goes online to pay that pledge, it lands in eTapestry as a gift. Chat support confirmed that there is no way to apply this gift to an existing pledge. The recommended process is: Reverse the gif...
Created 27 Oct 14:33 by Guest
Data Entry
2
1
Vote
Allow creating a note in persona and assigning note type without having to first save the persona.
Currently you can type a note in a persona but have to save the persona and then go back and click the note type and then save again. This is an extra step and extra clicks. The Note Type drop down is not visible until the persona is saved the fir...
Created 25 Oct 18:22 by Guest
Data Entry
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2
Vote
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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4
Vote
It would be nice to have the ability to DELETE ITEMS (not just 'disable' them) the way you can delete categories and subcategories!
If you can delete categories and subcategories, why can't you delete items? This would help greatly with decluttering my organization's cart and make editing easier.
Created 20 Oct 15:24 by Guest
Data Entry
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6
Vote
Mass Import for Split Transactions
After events, many donations/gifts are split across multiple categories. Importing 100s of gifts is way easier than doing 100 split transactions by hand.
Created 19 Oct 16:35 by Guest
Data Entry
1
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
0
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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