It is currently not possible to set Opt Out of Mass Email as the default option in Personas for creating a new account. (i.e. it is possible to change it for each account but if you do nothing, Opt In will be selected). To opt people into mass ema...

When a pledge needs to be deleted instead of adjusted or stopped, and it has pledge payments already assigned to it, all of the payments get deleted too. The payments need to be re-entered as gifts. Presently, it's so easy to convert a gift to a p...

I'm doing an audit of existing reports and queries. There are over 200 of these. As things stand I'm having to click through several links and pages for detail on each query and report, and copying and pasting information into a file. Not fun.

The personas page doesn't allow Canadian provinces or postal codes in the pre-set boxes. It is clunky and inconvenient to have to create a separate UDF for Canadian addresses. We have many family members in Canada who support our organization and ...

Significantly minimise the scope for data input errors.

Adding an additional category where you list your FUNDS, CATEGORY, APPROACH, so that another layer of information can sit to make the mapping of income easier and more detailed. We don't run just one layer of a campaign, so we need to the ability ...

We should be able to simply enter the first few letters of the donor's name into the data box and choose from a list instead of having to search for their account number every time we go to enter a gift. Also, at least let us search for the first ...

https://www.canada.ca/en/revenue-agency/services/charities-giving/charities/operating-a-registered-charity/issuing-receipts/what-information-must-on-official-donation-receipt-a-registered-charity.html

Currently, all online gifts are added to eTapestry as an individual. If you have the donor designate their correct giving status, we don't have to update/change constituency coding after the gift.