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New organization 'getting started' checklist
The training videos are very beginner oriented and difficult and time consuming/repetitive to watch for someone who knows how to navigate a database. It would be very helpful to have a checklist for new organizations to get started with the system...0
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Add an check box for each persona created to allow multiple personas at a single address to receive a mailing or not.
When dealing with agencies and/or businesses, we often have more than 1 contact person. It seems redundant to set up a new record/constituent for each contact at an organization when a persona will do, especially if there was some way of marking e...0
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Personal Campaign Participation without Being Searchable
I have a campaign page for personal and team fundraising for our organization. One of my donors does not want themselves or their child to be searchable on the page, but has participated. It would be great if I could accommodate their request. As ...0
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Automated email letting you know the difference between an event registration form and a donation form
when I get the automated email from a sale I make through my event registration form, it looks just like my online donation form so unless I run a report or look at journal entry, I don't know if it's a donation or a sale based on the email0
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New Idea configuration
Under the Trending/Popular/New tabs, allow ALL the entries to show, instead of making the user have to load them page by pae.0
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survey form
working to survey parents of university students and want to seamlessly update information by a survey sent to incoming parents.0
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Using Wildcards
I never can remember the wildcard rules. It would be nice if the rules were avaialbe in a popup just by rolling your mouse cursor over a ? in the Advanced Find screen. To perform a wildcard search, use an asterisk in the middle of a search word or... -
clear the Advanced Search fields
if I've searched for a donor with a common namew and can't find them, I always want to do an Advanced Search by address. But the form is already populated with tne name I search on. Then I have to click Clear Form. Better if the default is the fie... -
BBCON conf in Oct - breakout sessions for eTapestry
I've looked at the agenda and doesn't seem to be much material for eTapestry users. It would be great to have some in-depth, intense training, using individual computers, covering basics such as creating accounts, then working up to creating and u... -
Maintain Former Name
Maintain Name changes made because of marriage, divorce etc.0