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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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In a query on a date range, have the end date be capable of being "Today"
I am sending out a list of expired memberships automatically each month and I would like it to be current with the end date being the current date. That would save me having to edit it every month to make it current.
Created 03 Mar 14:05 by Guest
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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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Name areas in DIY form the same as the name it will be called in a report.
I built a DIY form for RSVPs and under the "Contact Information" section, the very last thing is listed as "Additional Comments". When I build my report, there is nothing called "Additional Comments" to add to see if/what was entered in that field...
Created 25 Feb 17:14 by Guest
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To allow eTapestry users to query/report on Pledge Payments due within a specific date range in the future.
This would be useful to plan cash flow for financial years. This would be good for managers to see when creating plans for the future. The query/Report would pull all open pledges and detail the pledge schedule for future dates so you can see when...
Created 24 Feb 10:26 by Guest
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Implement an analytics option for eCommunications
We send eNewsletters monthly and often fundraising eAppeals. It would be very helpful to know how many supporters open the eCommunications and click through the links included in the content. That information would help us build on what content is...
Created 18 Feb 21:06 by Guest
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I hate it that I get my etap daily report before the Auto process report...makes no sense...please fix that. I have talked to support and they tell me it is set to run after midnight but cant be specified as to what time it will happen...
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Created 12 Feb 15:47 by Guest
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Date Stamps or other naming options for reports
eTapestry allows files to be renamed via Communications > Create Documents > Document Options (screenshot 1) but doesn't offer an option for renaming files delivered as PDFs or spreadsheets via Run Report > 3. Delivery Options (screenshot...
Created 11 Feb 22:37 by Joshua Nederhood
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5
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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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consistent donor report
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.
Created 30 Jan 15:44 by Guest
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