The only fields that are not filled in automatically is the transaction fee and the net amount. Since all online donations cost the charity the same percentage amount for transactions, it would save a lot of time if we did not have to go into each...

It would be very useful to have shortcuts to change the date. the + and - would be easy to use and be faster than clicking on the calendar button.

If you need to make similar changes to more than one account linked through relationship (ex. husband and wife), can the non-primary member's name have a link attached to it so you don't have to to search accounts a second time to find the spouse?...

My accounts are set up as Head of Household and list the husband, wife, and children in separate accounts. I had someone go to our website donation page and enter a monthly donation (recurring) and used both first names of the husband and wife, Ch...

We tried using a query to bring up employees with payroll pledges by company. It will bring up the list in Find Account. However, when we click Add Payment, add the payment, and then Save and Search, Advanced Find does not hold the Query Category ...

When we return from events we have many, many names to add to eTap. I do set up a default but want to be able to add more than 1 at a time. This used to be a feature. Where did it go.

I used to be able to see the account number of a person when I hovered over their name, or the index card next to their name. This was a huge time saver. Would be nice if that came back.

Currently there is no way to do this but to manually handle this. If a journal entry could be made (a new type called PERSONA_Change) that would have the fields of a persona in it, the type of persona, and the date to process the change, then eTap...

Add a DIY form that would include an interactive calendar for things such as venue rental, volunteer signup dates, mission trip availability, etc.

My donors would prefer to add their start and end dates. This always provides them an opportunity to review their donation each year and increase their gifts based on that.