Add a new idea
Filter by status
Already Works That Way.
17
No Plans to Change at This Time
27
Planned
0
Completed
33
Filter by category
Communications
×
335
Data Entry
×
592
DIY Forms
×
26
I have no idea what to pick
×
359
Look and Feel
×
169
Modules
×
110
Reports/Queries
×
344
Log in / Sign up
Log in
Identify yourself with your email address
Email address
Recent
Trending
Popular
1
Vote
Change Journal Entry Types
It should be possible to manually change journal entry types without refunding payments and then re-entering the payment. That way, if a donor/payer makes a mistake, it can easily be corrected.
Created 09 May 14:01 by Guest
Data Entry
0
1
Vote
Dates in recurring gift should be auto-updated
When manually entering monthly recurring gifts as per the recurring gift schedule, the original start date populates everytime which needs to be changed. It would be a lot time saving if the date is auto updated for the next schedule date.
Created 03 May 15:05 by Prakash Thapaliya
Data Entry
0
1
Vote
Advance Find by Phone# without format
Currently you need to use advanced find for phone number you need to use format (xxx)xxx-xxxx. Would be very helpful to just put in numerical value to search. OR can you change the format for the phone field to just be numbers? This would be work ...
Created 29 Apr 14:51 by Theresa Williams
Data Entry
0
2
Vote
Add an eTapestry email address that you can bcc on correspondences that will then add emails to a constituent’s journal
Reduces time spent manually adding correspondences to journal. Other CRMs use this method.
Created 27 Apr 18:28 by Guest
Data Entry
0
1
Vote
Allow addition of a Reverse Chargeback transaction to eTap that occurs in BBMS
We have a scenario where a parent purchased sweatshirts for their child in September (money in), did not recognize the transaction so reported it to their credit card company in December as fraudulent (money out), then in February when we investig...
Created 22 Apr 21:56 by Guest
Data Entry
0
1
Vote
Allow default transaction entry per account
Allowing unique Approach, Fund, Campaign, Received Amount and Note for particular account as default values for that account would avoid having to manually assign them every time we enter recurring gifts.
Created 22 Apr 16:12 by Prakash Thapaliya
Data Entry
0
1
Vote
Allow the Note for a recurring gift stay active
Each time a recurring gift donation is entered(eg. every month), the note will automatically be entered too.
Created 14 Apr 19:17 by Guest
Data Entry
0
1
Vote
Matching Gift Relationship Linking at Transactional Level
Please consider making the Matching Donation section of a transaction directly linkable - Similar to Tribute/Soft Credit. That way when a Donation comes in we can select the donor/match quickly and specifically. It would be helpful to have it as s...
Created 12 Apr 15:34 by Guest
Data Entry
0
2
Vote
"Next Action Date" should auto populate into the Organizational Calendar
We have began tracking our Grants in eTapestry and one of the fields "Next Action Date" is available and we just learned that this is not auto-populating into our Organizational Calendar of upcoming activity and it an extra manual step we need to ...
Created 29 Mar 15:30 by Guest
Data Entry
0
1
Vote
Please consider making the number "unlimited" for number of segments in a split transaction. We sometimes have donations that need to be allocated to more than the allowable number and this created confusion for accounting purposes.
No description provided
Created 17 Feb 17:53 by Guest
Data Entry
0
« First
‹ Prev
…
2
3
4
5
6
7
8
9
10
…
Next ›
Last »