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One stop for all donations made
It would be nice to have the option to turn off all the donations that are made weekly, monthly or quarterly so you don't have to manually go into each account to do so.
Created 08 Jul 17:52 by Guest
Data Entry
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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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Show more than one Fund in Reports per account
It is useful because we can understand the engagement of each account per fund. Also to be able to group some funds totals in one column an have another column to another specific fund. Maybe allowing use more than one query to show in the report ...
Created 06 Jul 21:06 by Vanesa Jerez
Reports/Queries
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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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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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2
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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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Allow automated receipts (through a website donation) to be sent with the receipt as an attached pdf rather than the body of the email
In New Zealand the IRD requires emailed receipts be an attachment rather than the body of the email itself. When receipts are manually created using eTap there is an option to attach the receipt as a pdf or to have it as the body of the text, but ...
Created 29 Jun 23:34 by Corian Youdale
Communications
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