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Allow user defaults for formatting the new query result page
I export to excel files for mailings a lot. I love the fact that the new query results page lets me decide which fields to add or delete from the results of the query. It makes the name of the file unique when it is exported, as it inherits the na...0
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Excel File Export Button on Journal Page
Instead of creating a query and running a report, it would be extremely helpful if there was a file export button on the top of the journal page in eTapestry. That would really streamline the process.1
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Calendar Widget in Mobile Site
I give my board members assignments for thanks/ask calls in the calendar widget (sent as calendar items) in their user accounts. Some of them only use the mobile site (using their tablets) and do not have an easy way to view their assignments with...0
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Relationship Export
There used to be a category called eTapestry Standard Exports. Under that I could export all Relationships based on a query. That no longer shows up. I need this export to be back on the menues. Why was it taken off ?0
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You really need to let us cap/limit form submissions
For example, we use forms to have people reigster for a program or event. Some have limited space or group sizes. Would be great to be able to cap them at a certain number...0
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Sort campaigns in drop-down menu in alphabetical order
No description provided1
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I want to be able to search accounts by account number
It would be very useful to search for an account by account number because a sequence of numbers is different that perhaps misspelling the name. If we have the account number, we can type it into the quick search or even the "advanced find" and se...2
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Make full date (month, day, year) visible on the account home page
In personas it asks date in effect from and to. You can choose month, date and year but when it appears in the home page it only shows month/date. Is there a way to view it with the year? For instance. I have been a board member from 1/1/19 until ...0
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notating automatic template email receipt in the donor's Journal
When donors make an online donation using the form on our website, that donor automatically receives an email receipt of that donation (which I set up as a template) I would like to see this email noted in the Journal for the donor in case I need ...1
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Allow Editing Relationships Through The API
Currently you are only able to retrieve a list of relationships for a given account reference, there is no way to change any of the relationship information. This would be very useful for managing relationships with any internal applications we ma...0