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Collapsible account headers
Make account headers into collapsible content panels, e.g. a small arrow in top right corner of the header would allow a user to expand and collapse the header. Page elements below would respond accordingly, and be pulled up with a collapsed heade...0
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Please go back to the old version
1) Please have less info at the top of the page so we can see more than one or two Journal entries at a time. In my view "Actual Size" the top part of the Journal page covers about 1/2 of the page and in the Gift/Pledge page the top portion covers...1
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The order of the fields on the Advanced Find make no sense.
Why would you put the City field after Postal Code and Phone Number? Why not Address, City, State, Postal? That, I think, makes more sense when searching on an address.0
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Display transaction fees in journal entry
Our Leadership Team often refer to eTap journal entries when discussing with donors of their giving. Because donors are able to cover fees recently, the "received" amount includes the fees. This has caused a lot of confusion with donors when they ...1
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Folders to organize DIY forms
I have a lot of DIY forms, many of which are deactivated. I'd love to be able to organize my DIY forms in folders and avoid scrolling through the list!0
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Be able to edit automated emails from DIY Forms (upon completion)
It would be useful to be able to edit how an automated email looks when it is sent to a user to tell them that a constituent has completed a DIY form. At the minute, all User Defined Fields pull through as one big paragraph and if your form is qui...0
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Segregate financial and non-financial entries in the Journal
We love the ability to use eTapestry's journal as a CRM to capture non-financial touchpoints with our constituents. However, this also clutters the journal view and causes us to have to scroll past many communication entries, NCOA updates, etc. wh...0
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Remove radio buttons on DIY form and have option to use mobile friendly big block buttons.
For DIY forms when providing donation amounts options, they should not appear as radio buttons but as big block buttons.0
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Update Donation Page
The donation page is stuck in the 90's, it could really use a face lift to make it more appealing.0
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Checkout: Add Clarifying Line about the VISA Pay/ Mastercard Accounts
With the new checkout process, donors get confused during credit card checkout and accidentally select Visa Pay instead of the Pay With Credit Card button. They then get trapped in the loop of creating a VISA pay account and become very frustrated...1