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Add User Defined Field capability to Mass Interactions
There needs to be a way to have UDFs apply to Mass Interactions in the same way they do for journal contacts. When our org sends a solicitation we used to have a record of the donors segement, ask amount, etc. listed on the journal contact as UDFs...
Created 07 Nov 15:50 by Guest
Communications
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More user friendly queries and reports
I attempted to run a query of a particular fund of givers over a certain dollar amount, but it was leaving out those who had paid in pledge payments totaling that amount. This is basic stuff and it shouldn't require running two queries to include ...
Created 10 Feb 19:05 by Guest
Reports/Queries
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1
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Blocked from Sending Emails to Donor Base
I just went to send an advanced email and had this message pop up: "You've exceeded your Advanced Mass Email subscription limit. Your organization's subscription lets you send ___ advanced mass emails but has already sent ____. To purchase additio...
Created 26 Jul 15:41 by Guest
Communications
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Allow for eTapestry Acknowledgement Templates in BBMS/Mobile Pay
Rather than the ugly, generic receipt that comes from BBMS/Mobile Pay, it would be great to send our acknowledgment template from eTapestry. Now I'm having to resend acknowledgments via a separate email to ensure that the proper tax language is on...
Created 02 Nov 14:27 by Guest
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Shortcut to active recurring gift schedules on donor home screen
When needing to modify or cancel at recurring gift schedule, it would be helpful to have a shortcut on the constituent home screen to go directly to active schedules. (Rather than clicking on journal, then filtering.)
Created 31 Oct 15:29 by Becky Poalinelli
Look and Feel
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Create a recurring gift schedule that allows you to choose the start and end date when it does not fit in the options offered, i.e. monthly (12), etc.
it will benefit donors who want to make a gift monthly but less than a year, i.e. once a month for 5 months.
Created 26 Oct 18:42 by Guest
Data Entry
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2
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Allow us to download mailing labels to Word instead of an encrypted PDF
This would be helpful when one or two mailing labels need to be adjusted (say, a reduction of font size or deleting or adding information) by the user after downloading a large mailing label list. Right now, mailing labels download to an encrypted...
Created 26 Oct 17:30 by Guest
Communications
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3
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Create a DIY form for mailing list sign up
It would be incredibly helpful to have a DIY form to embed on our website for mailing list sign up. A simple, 'Sign up to our mailing list' and a space for an email address, either as a pop up or on the header or footer of the site.
Created 29 Jan 13:57 by Guest
I have no idea what to pick
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Auto re-format addresses
Having used Raiser's Edge previously, I grew very accustomed to it configuring addresses to meet USPS standards (St vs street, etc.). Please add this feature to eTapestry, too!
Created 24 Oct 21:05 by Guest
Data Entry
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DIY Form Autogeneration
DIY Forms that can be accessed in the back-end by admins to auto-generate journal entries & receipts for those who register for the corresponding DIY Form event and pay through snail mail/a check.
Created 21 Jul 16:41 by Guest
Data Entry
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