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Open accounts in a new tab from query preview
Would be great to be able to open an account in a new tab from a query preview or a report displayed within eTapestry. Currently any page attempted to open in a new tab or window opens to the home page not a specific page. Currently if I go change...
Created 29 Aug 14:29 by Bailey Gould
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6
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Copy account numbers from excel and drop into a query
It takes a long time to manually add names / accounts to a custom account query. But, I usually have those names and account numbers in an excel spreadsheet. I would love to be able to copy and paste the account numbers into a custom account query...
Created 27 Apr 20:45 by Jessie Schreiber
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5
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Open and Click through rates in one report
In eTapestry, it would be great to have a standard report that pulls information on open and click-through rates for Advanced Emails. It's currently very tedious to look at this information over a time period because you have to look at each indiv...
Created 08 Jun 13:31 by Guest
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Make it possible to change the default fields that appear in a query preview
I almost never need to see some of the fields that are default in query previews. "Role" is the most common field I don't need. It would be nice to always have a query preview only include my most commonly used fields.
Created 27 Apr 20:53 by Guest
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Change default option for "save and" task in queries
After making changes to criteria for a query I want to preview those changes to make sure I've captured the correct data. It would be nice to have the default "save and" option be preview not view queries.
Created 21 Apr 13:56 by Guest
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It would be nice to be able to query on which accounts have a secondary persona.
It would be nice to be able to query on which accounts have a secondary persona. I was told that there is currently no way of telling which accounts have more than one persona and then reporting on that information.
Created 03 Feb 19:44 by Dana Felder
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5
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Let us export journals!!!!
We would like to export entire journals for individuals, but it is very cumbersome to create a new query for each person!! Please let us export journals, including soft credits, etc!!!
Created 07 Dec 00:03 by Guest
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Add Fund Data to BBMS Disbursement Reports
Would be great if I could see what fund people donated to when running my disbursement report. I need to give this to my accounting office and tell them where the money is going. Currently we cannot see fund or campaign data. Similarly in eTapestr...
Created 04 Dec 17:06 by Ken Shifman
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Export Spouse First and Last Name when creating reports on giving (ex. Household Giving Summary)
After consulting with some eTapestry reps, I have found that it is impossible to export the First and Last Names of a spouse when doing a report on giving. I do not want to do a Relationship Report, what I'm trying to do is create a simple report ...
Created 26 Jul 18:20 by Guest
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For eTapestry: Create a way whereby Tributes are recorded in a constituent account rather than having to create a separate Tribute account.
If all Tribute information could be contained within the one Constituent account of the person who is being memorialized or honored, that would save so much time and energy for the database manager. Create a means to track that Tribute data even f...
Created 15 Nov 17:53 by aaaa C.
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