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...

I am working in Korea office that is part of international organization . Our office's donor base is mainly Koreans and it is very important for us to use Korean characters for many different functions like print out or reporting materials. Howeve...

Apparently QuickBooks online doesn't import an IFF file, but they do import CSV, QFX, OFX or QBO files. Is there a way for etap to create a gift export that can be used in one of those versions to be used with QB online?

It would be awesome if you could download journal contents directly into an excel or word file instead of having to create a query and report

I was looking for accounts that we had missed sending thank receipts to. I had a query with the accounts that had given in that period and ran it in a report that had the column to show mass interactions for this year. However, there were so many ...

I would like to be able to see a Fund Performance on the home screen and currently it is not an option.

Not having to go back a page to click onto the next constituent but being able to navigate back and forwards on the list through each constituent page.

Creating a query on UDF's is crazy complicated. A "support team" member sent me a link that led to 4 pages of instructions . . . eTapestry does not make things easier. Ready to go back to excel.

one query/one report/simplicity and efficiency at it's BEST!

When running a campaign Analysis - you can't do a like for like comparison over several years as the goals change each year - but the previous year doesn't retain it's goal - it is replaced with the current year's goals. The only solution at prese...