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PLEASE PLEASE bring back the feature that shows a donor on a soft credit when you hover over the gift in the journal. I have a matching gift company with dozens of matching pledges and it is so difficult to find the ones I am looking for to add the payment.
When I am in the matching gift company's journal the matching donor name is not seen. I have to go into each entry to see who the soft credit is attributed to. I liked it when I could hover over the soft credit field in gift type in their journal ...1
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Change the new font!
I agree that SOME portions are easier to ready however there are too many size variables in the new that make it very difficult on the eyes. Some headings are large some are smaller. there needs to be more consistency in font size. I also agree th...0
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Allow Account Recognition information for a journal entry to be imported when importing the journal entry.
When importing a journal entry, currently the Account Recognition information for that specific donation cannot be imported; it must be done manually. We have several donations that require recognition that is different from the Account Name. It w...0
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Sort Relationships
Especially when I am in a business record I would like to be able to sort the related fields by last or first name so I could find the one I am looking for. Some businesses have hundreds of associated employee files.0
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Customize generated receipt number
We'd like to be able to customize generated tax receipt numbers to add a letter value that would indicate which transaction process the payment went through and to also dictate at which number the receipts should start.0
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Manual change approach in pledge payments
We have donors that contribute to our events but would like it to also reflect as a pledge payment. I would like to see that you can manually change the approach in each journal entry of a pledge payment. Right now we have the Fund and Campaign se...0
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Add a pop-up calendar when entering a date.
I am the volunteer coordinator for our non-profit organization. Our volunteers get the opportunity to sign our waiver online. Every morning, I receive a report that assists me to know what volunteers are arriving on what dates. However, my biggest...0
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add an additional persona to an account
we often have an account where we would like two individual personas...partners who have different email addresses, for example0
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make it easier to deal with duplicate accounts
It would be great to be able to say "not a duplicate account" to multiple accounts with one click...it is very time consuming to click one at a time when you have a long list of potential duplicates...which are not really duplicates. When an addre... -
For split transactions, the "Received Amount" field should decrease as segments are recorded
In eTapestry, the Received Amount field does not update when segments are recorded for Split Transactions This would save steps to already have that calculated. Eg. a $1000 gift with 3 segments. Enter the first segment of $400 for Capitol Expansio...0