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.

Currently, if someone gives a pledge, and then later submits a gift towards that pledge online, there is not an easy way to change that gift into a pledge payment without deleting it out and adding it back in. Pledges are frequently used with non ...

I'd like to be able to generate a report of ALL emails send in a period of time (e.g. 2022) so that I can compare their performance based on open rate and click-through rate etc. I currently have to pull a seperate report for each mass email and c...

A query that could rank donors who have donated most consistently (each year for the longest time), would help with planned giving prospecting and other prospecting.

I would love to see donor retention over a period of many months and years instead of just filling out 5 time periods. As well it would be great to be able to split it over campaigns.

When you are running a report, there are fields like "received & soft credited amount" so it pulls the total of both added together for that donors record. But there is no such field for the largest gift received OR soft credited. A donor migh...

A query and letter format need to support this. eTap customers have to make one-off letters for the In Memory/Honor Of Tribute Family or Organization. Meaning, we send a letter to the family that all the donations were made in honor of, and in tha...

I'd like to send weekly recurring gift receipts via email to only one email address per account

This would save time and increase report consistency by removing the need to recreate reports when report owners leave the organization.

We have many reports that are set up in eTapestry to run monthly and weekly. It would be so helpful if we could have a "Valid Date" range that could extend past a year, or even go on indefinitely. There are times when our reports have expired and ...