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Create new transaction when reprocessing a failed transaction with auto process failures report
I suggest that a new transaction should be created when reprocessing a failed transaction through the auto process failures standard report instead of updating the original transaction the following day. We balance the previous day's transaction t...
Created 08 Jul 17:36 by Guest
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Query for Email Last Modified Date
When getting the most out of our integration with Constant Contact, knowing when an email was last updated in eTapestry would be useful, for then knowing to update it in Constant Contact.
Created 23 Jan 20:52 by Guest
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We would like to be able to see a geographical map from a query of addresses
This would let us visually plan out a route for donor visits in another state, or see how our alum are concentrated throughout the country and world
Created 09 Jan 20:15 by Guest
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Include soft credits in "Last Received Date" and "Last Received Amount" fields (or create new report fields for soft credit journal entries at the ACCOUNT level)
We often pull mailing lists based in part on the last time a donor made a gift. Unfortunately, the "Last Received Date" and "Last Received Amount" fields do not currently include soft credit transactions. This means that we may inadvertently be m...
Created 01 Nov 15:20 by Guest
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Ability to postcode search members in each UK country separately
It would be useful to be able to do a postcode search of members based in England, Scotland, Wales, NI, separately. Charities often need to include statistics for potential beneficiaries in funding applications which are based on geographical loca...
Created 03 Jun 13:16 by Guest
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Would like to able to sort by last with the Account Summary Report
This report gives a lot of important information and it would be nice to be able to sort it alphabetically by last name instead of first name.
Created 23 Aug 14:02 by Guest
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Be able to report on gifts received in multiple funds in a given time period, so that donations in each fund appear in their own column in one report.
Right now if I want to compare what all my donors gave to Fund A and Fund B last year and this year, I need to run 4 reports and use vLookup in excel to display this. I'm surprised this cannot be done in an eTapestry report.
Created 14 Dec 21:09 by Guest
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Query Dropdown- allowing hyperlink to preview query, instead of editing the query
I have some queries that I utilize very frequently. Under the "recently viewed" and "favorites" list that is offered on the dropdown under the query tab, which when clicked on, it currently will take you to "edit the query". This is okay in some c...
Created 08 Dec 15:44 by Guest
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Make a pledge simply the sum of donations for a period of time. NOT assigned to a campaign or approach
Constituents should be free to commit a total contribution amount for a flexible amount of time The individual donations being made at the various campaigns and approaches carried out by the organization during this period of time
Created 12 Mar 01:03 by Guest
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Vote
UDF's for Fund Names
Use as a way to sort gifts that are for a project country, region, identify responsible staff, restricted or unrestricted, project partner, primary staff person, etc.
Created 02 Mar 20:30 by S Schuenke
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