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Have more name fields searched in the quick find
As of now only one name field is searchable which is the account name. Sometimes people want their business to be recognized and the recognition field is great to use and have their name in the account field. Would be better if more name fields we...0
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Ability to schedule a daily mass update
For instance, for anyone that paid membership dues "yesterday", it would be great to have a mass update scheduled at 12:01 a.m. that would mass update the membership expiration UDF (from 6/30/16 to 6/30/17). This would save us a daily step. Thank ...0
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Add calendar link button option for emails
This will allow constiuents to add events to their calender easily. This could increase event attendance ---> increased $$ & constituent records---> happier & bigger nonprofits ---> happier etapestry customers upgrading to bigger ...1
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Add tribute details to online giving form
We receive many gifts made in honor or memory of someone, and would like to include this field in the online giving form.0
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Transactions for value other than gifts.
We currently use eTpestry to record financial transactions other than what would normally be classified as gifts. For example, if someone buys advertising space in our program. We do use a different fund to differentiate these transactions but on ...0
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Re Order tickets in DIY form
It would be much easier if we could reorder DIY tickets by dragging and dropping as opposed to having to delete each ticket and reorder them.1
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Offer a shipping discount option in cart
When someone purchases merchandise, we want to offer them the option to have it shipped or to pick it up at our office since most come to our office regularly anyways. If we set up a regular discount, it takes it off the base price, affecting the ...0
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Add "open" donation amount to Membership page.
I set up a membership page for people to join and/or renew their membership. There is no option available for people to choose to input an additional donation any amount ($5, $10, $100 or even $1). This seems like a no brainer and shouldn't be har...2
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Improve Security Groups by implimeniting ability to exclude reading gift giving history
I would like volunteers to be able to access & edit personas & relationships but need them to not be able to access giving history that is confidential.0
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On the Journal page, once you apply a filter and then select one of the journal entries, when you hit the back arrow it doesn't go back to your filtered results. You have to reset the filter to go look into a different journal entry.
Frustrating and time consuming to have to repeatedly reset the filter. Please add another category such as "viewing data" to the category list for ideas.0