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Add SORT NAME to all eTapestry Standard Reports
This would make the reports more versatile and prevent having to build separate queries and run additional reports to get the information in the desired format. This has been requested in the past.
Created 16 Mar 18:24 by Guest
Reports/Queries
1
3
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Allow for the Load More button for long journal histories using Chrome
Using Chrome as my browser since the last update of Etap and changes to how everything looks now has an issue that does not let me load more pages to see the next page of journal history. Temp solution from Etap was to reduce the zoom within chrom...
Created 15 Mar 13:51 by Guest
Look and Feel
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2
Vote
Manual wealth rating tool
Being outside the US means I can't use the automatic wealth rating featured offered by Bb. Please make this feature either automatic or manual so that those of us outside the US can use the database and the features we are paying for to its full p...
Created 29 Nov 07:36 by Guest
Data Entry
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1
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Allow for update of Account Settings (such as Recognition setting) Using Import
We have a very specific way to recognize gifts from Alumni at my school and every year when reviewing the fiscal year donor rosters for the annual report we come up with multiple accounts that need to have the Recognition on the Account Settings m...
Created 17 Aug 20:29 by Nicki Downer
Data Entry
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3
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Campaign Analysis Report to include UDFs
I would like the report to include User Defined Fields such as Appeal and Package Codes so that we can analyse in more detail the response rate and $ raised for individual items. The only way this can be done currently is to create individual quer...
Created 03 Mar 03:09 by Guest
Reports/Queries
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3
Vote
Allow name format to be bypassed for Imports where accounts are being updated
Many of the imports completed within our organization are to update information contained in the database rather than adding new accounts. When updating information (ie choosing to overwrite data in Etapestry) it would be nice not to have the name...
Created 02 Mar 18:16 by Jennifer Frederick
Data Entry
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3
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Add More at Bottom of Screens
My department does not like this feature because when you click on Add More, the screen goes to the first line at the top of the list instead of maintaining its position so that you can look at the first line of Add More list.
Created 29 Feb 22:43 by Guest
Data Entry
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Correspondence would be able to have a default query
Many of my correspondence items use the same query all the time. It would be great if the correspondence items would he able to have a default query option just like the reports do. I would think that this would be easy to implement, seeing that...
Created 29 Feb 19:08 by Guest
Communications
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3
Vote
Fields for constituents' social media info
Have you considered adding fields to the constituent's record where you could save links to his/her LinkedIn and Facebook profiles and include their Twitter and Instagram usersnames? I think that would be handy.
Created 29 Feb 18:15 by Guest
Data Entry
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Already Works That Way.
3
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Advanced Search page
It used to be that when you entered all the data on the advanced search page, if you added a new account, all the information would automatically populate from the advanced find screen. Now it does not.
Created 25 Feb 19:31 by Guest
Data Entry
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