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Tickler System
A tickler system that can be set up to send reminders (e-mails or pop ups when you open etap) about specific tasks, i.e. donor follow ups, grant due dates, needed actions. etc.
Created 07 Aug 18:12 by Guest
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41
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Transferred more than just email addresses to constant contact
When we send out emails it would be nice if we could personalize the salutation. This would be a very simple process if Etapestry sent first and last names to constant contact when you transfer the information over.
Created 07 Aug 18:12 by Guest
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1
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40
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Had a third option on the duplicate report to create a relationship between the accounts.
Had a third option on the duplicate report to create a relationship between the accounts.
Created 07 Aug 18:12 by Guest
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34
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allowed more options on Do-It-Yourself form giving fields
It would be nice to be able to choose more giving levels on the DIY forms. Right now, you are allowed five giving amounts plus an "other" spot. It would also be nice to be able to choose which giving level you would like to be the default on the f...
Created 07 Aug 18:12 by Guest
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7
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28
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would add the ability to pledge, as well as donate, on the DIY forms.
No description provided
Created 07 Aug 18:12 by Guest
I have no idea what to pick
5
No Plans to Change at This Time
19
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Text to give
My donors would like the option to text a number to make a donation when we are asking for a specific campaign... you know... "to send $5 text HiFive to 345-3456"
Created 17 Apr 17:21 by Guest
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1
26
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didn't journal a failed credit card transaction as successfully occurring and then create a second journal entry to reverse the transaction
If a credit card transaction failed, there is no positive transaction - and without it no need for the reversal. A single non-monetary journal transaction showing that the failed transaction should suffice. The two offsetting transactions that...
Created 07 Aug 18:12 by Guest
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16
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Make image library editable and accessible
Our communications team are finding the image library a major time waster because: there is no ability to arrange and rename file and folders. it is only accessible via the DIY form or communciations templates. files can only be uploaded one...
Created 17 Oct 02:26 by Guest
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1
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Being able to preview an attachment as an option, as well as download it.
Right now you can add an attachment but when you try to open it the attachment will only download to your computer. I would like to option to preview it as well as (Print or Download) This would make viewing quick and efficient and eliminate steps...
Created 10 Jan 17:12 by Guest
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12
Vote
Allow recurring gifts to be converted to an automatic pledge payment schedule in the same way that single gifts can be converted to pledge payments.
We've had several pledging donors who have made a payment online and set it as a recurring gift because they think it's appropriate for their pledge. There's currently no way to convert them to a pledge payment schedule. This would be a big help!
Created 26 Aug 15:19 by Guest
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