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Adding mutliple email fields to personas
My organization has run into a number of difficulties with the way the email field is set up in eTapestry. Specifically for joint personas, I would like to be able to enter multiple email addresses. The size of the box implies that it can accept m...
Created 09 Nov 18:05 by Guest
Data Entry
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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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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
I have no idea what to pick
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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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1
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Report on Manual donations entered via journals to reconcile with accounts system (Sage cloud 50)
Every month we manually add some journals - Gifts for monies received into our bank account. Id like to be able to run a report on these to ensure they reconcile with our accounts system/bank incase any get missed or typed incorrectly.
Created 15 Jun 10:40 by Guest
Reports/Queries
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2
Vote
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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2
Vote
Add Photo Upload Feature for Event Registration
eTapestry/Blackbaud should consider adding the option of allowing a registrant to upload a photo as they register for an event. This would be very beneficial for many organizations.
Created 22 Oct 14:40 by Guest
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2
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Duplicate an existing gift
Would be great if you could start entering a new gift by copying an existing gift, and then just tweak the details that are different. OR - to be able to set a quick entry default from an existing gift which would basically allow you to do the sam...
Created 17 Oct 21:56 by Jennifer Allen
Data Entry
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