-
Customize dashboard on home page - Campaign Performance - add # of donors
It would be great to add more fields to the tiles on the home page. i.e. under "Campaign Performance" to also see the # of donors, or under Goals, to be able to select levels or categories of donors.0
-
create campaign goals based on established campaigns
It would be helpful to be able to create a campaign goal in the goals management section based on selecting an existing campaign, rather than only filtering by a date range. Oftentimes gifts will trickle in after a campaigns date has passed but st...0
-
User guide
Wow, there is no meaningful user guide for this black box of a product. The DIY forms are either unbelievably limited (aka useless) or hopelessly un-intuitive. Seems I pick the wrong software!0
-
Flag In Honor/Memory Of gifts more prominently
Currently, I only find out about honor/memory gifts that come through our online giving by clicking on the User Defined Fields tab of a donor's journal entries (because tribute's aren't automatically created). If there is an honor/memory request, ...0
-
Update Consent by editing Journal Entry after uploading email
We often get emails giving mailing consent - I can easily add these to eTap with an Outlook add -in but I'm then unable to edit that journal entry to show consent. I have to create another journal record referring to the previous entry and update ...0
-
Add an ability to break out the 3 different notes on the "Not Attempted" section of the mass email delivery report
There are 3 different reasons listed under Notes on the mass email delivery report. They are "Held", Opted Out" and Duplicate. It is important to be able to distinguish the accounts in each of these three buckets so that they can be handled perhap...0
-
DIY Form for In-Kind Donations (internal use only)
It would be great if I could create a DIY Form that was for internal use only to process in-kind donations. As a small, community supported homeless shelter we rely on volunteers to provide services. We also receive a high volume of in-kind donati...0
-
Need first and last name options for business accounts
We need to be able to add multiple names to business accounts and also be able to do so by first and last name instead of just short and long salutation. Is there a way to do this that we are missing? Thanks!0
-
For individual accounts and business accounts to have a different layout of personas and journal entries
At the moment eTap accounts is very much geared for individual constituents. I would like to propose that a different layout is created for the business account as the individual account does not work for them. The reason being is that on a busine...0
-
Ability to view and print summary of DIY event form responses
My organization uses eTapestry's DIY forms for our K-12 events. More students register than we have capacity for, so we have to review applications and pick out the best candidates based on essay questions and other factors. In NetReturns, we used...0