One button change of status from Couple to Persona, date of the update, who passed away choice box, visible to user status update.

Our org is charging an administration fee to all grants, and gifts unless otherwise specified in the contract. If there is a multi year pledge, there is no way to record a split transaction that will show full Pledge amount, first payment, and adm...

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...

I use DIY forms often. For this particular example, i have added a question that the donor answers, and that information goes into the journal entry on the "ecommerce" section of the "user defined fields." However i would also like that exact info...

I want my journal default screen to show monetary transactions with the ability to filter in Contacts, Notes, and other non-transaction types. 98% of the times I open an account's journal, I am primarily looking for a money transaction.

When entering multiple email addresses into a single persona with a semicolon or without, the report always pulls the email addresses without a space--for example: test@gmail.com;test123@gmail.com. When copying and pasting large email lists into o...

Merge/amalgamate two existing approaches into one as they are almost the same

Hi- it would be nice if Canadian Non-Profits could have the forms reading Prov/State vrs State/Prov. It could be linked to the default country.

We would like to deploy a capability to allow our donors to inscribe a memorial brick, limiting the number of characters on each line, to allow for automated data capture in a way the meets the guidelines of character limits.

Hi! Two of the best features of eTapestry are the auto Zip Code lookup button, and the White Pages lookup button. However, White Pages has become less and less useful because they withhold information. They are trying to sell White Pages Pro. We a...