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Searching Accounts with a specific Mass Interaction
We should be able to search accounts for a Mass Interaction on a SINGLE DATE using only a few key words (when exact subject not known). It does not work. The query returns accounts that do not satosfy that criteria.0
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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...0
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Queries - Journal Entry Date - Date Range Calendar
In creating queries and selecting Journal Entry Date and selecting Start and End date ranges, the little calendar icon to choose a date now disappears when clicked on.4
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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...2
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Get rid of 12 month maximum for scheduled reports
I'm not sure why we can't schedule a report for unlimited amount of months? Inevitably, there are reports, which I need monthly that stop after 12 months of working. I don't want to have to remember to schedule for another 12 months. I'd like the ...1
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Ability to view more than one Campaign tiles on the Homepage dashboard
We occasionally have more than one Appeal (campaigns) going at one time. I have been monitoring the progress of our End of Year Campaign on my Homepage dashboard, but now we have started raising money for another program so I would like to have ca...0
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My idea is to provide users of eTapestry with the ability to add a Journal Entry Type (e.g., Volunteer) to the existing eTapestry Journal Entry Type options.
This ability would be very helpful in that it would enable eTapestry users to be very specific about the Journal Entry Types that are used thereby enabling us to see, specifically, the type of contact that has been made when viewing the Journal En... -
automated search for people whose memberships are expiring
Most not-for-profits have members, usually yearly memberships. It would be beneficial to set up an automated report that would let the organization know whose memberships have lapsed or are about to lapse. These can currently be done manually but ...1
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create a way that you can sort queries based on most recently used
Sometimes it is difficult to exactly duplicate a report if my query is slightly differnent. It would be easier if I could see what queries I have used most recently.0
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Feature a 'Relationships' column in query previews
I tend to use queries to run our Donor Moves reports. It's a lot easier and faster than reporting in my experience. The flexibility of selecting columns in preview mode makes the whole process quite fluid. With this in mind, I can't feature relati...1