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I believe that in the old version of etapestry, you could hover over the word gift in someone's journal and it would tell you, if it was a memorial tribute gift, in whose memory that gift was giving. I don't see that in the updated version.
It is helpful when making sure I have coded a gift appropriately without having to open up each gift.2 Completed
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Can't add tribute in import or as mass update
I was really disappointed to learn that I was unable to attach a tribute to an import of 65 donors who all made donations in memory of the same person. :( Apparently, I have to go in and manually add the tribute to each of these donations. I have ...0 Completed
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On the Import screen make name/address field optional
On the import screen, you are assuming we want to import a new account. We use this to update UDF's to a certain value from a .csv file. We should not have to put in the name format, address etc. Make it optional where we can remove them from the ...3 Completed
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When scheduling a mass email to go out, please make the date of the mass interaction the date you send the email out, not the date you schedule it.
If you schedule a mass email in advance, the date the mass email was sent shows up as the date you schedule it and not the date it is actually sent out. I feel that date should actually reflect the date it was emailed, not scheduled.0 Completed
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Transfer a gift/payment
When a payment/gift has been applied to the wrong account, it would be useful to be able to just transfer the payment to the correct account. Otherwise, you have do a lot of keystroking to delete the payment off the wrong account and add it to the...1 Completed
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Add soft credits and relationships as an option for Imports or Mass Updates
We use a different platform for our peer to peer fundraiser. It is very tedious and time consuming to soft credit each donor with the individual fundraiser and to connect them through a relationship. It would be very convenient to do it all on the...1 Completed
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I would like to be able to select the Sticky Note field when I set up a new persona instead of saving the page and have to go back and choose the sticky note type.
Why is it useful, who would benefit from it, how should it work?3 Completed
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Please can you add Macau currency support in eTapestry
eTapestry already has Macau within its country list however the currency Patacas is missing in the organisation preferences.0 Completed
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Advanced Email adds click-tracker codes that are http instead of https, causing some users to see "unsecure link" notifications
This is more of a bug or design flaw with eTapestry than a new enhancement idea, but I'm told by customer supports that this is the only place to submit such information. The problem: Using Advanced Mass Email, eTapestry inserts tracker codes into...1 Completed
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Add capability to hide DIY forms that are no longer needed.
It is recommended to disable rather than delete DIY Forms. However, because all forms continue to appear in the list it can be very cumbersome to sort through. It would be helpful if there was an option to hide disabled forms.0 Completed