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persona addresses drawn into a query should be tied to the seasonality / time frame when drawn.
We are a seasonal place. our donors are here in the summer. We note this in the persona fields where we can but it seems to have no effect on which persona appears in response to a query.
Created 23 Oct 15:39 by Guest
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Mail Client - eTapestry Contact Integration
I would like to be able to integrate my e-tapestry account and my mail client (Mail for Mac) so that any time a new constituent is added to e-tap, it is automatically added to my Mail contacts list.
Created 22 Jan 17:55 by Guest
Data Entry
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We should allow a way to change a gift type for a donations, i.e. one time gift to a reoccurring gift.
I had a Board of Trustee Member email me and let me know that they wanted to change their one time gift into a reoccurring gift. I know that we would have to be able to attach a proof that the donor wants to have it changed. This way it would cove...
Created 21 Oct 14:04 by Guest
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Add a "next to last gift" summary field
there is no summary field to show the second to last received amount. this would be useful when looking at a campaign to see when the last time a donor gave. it would be an easy comparison to see if a donor hasn't given in 2 months or 2 years comp...
Created 15 Jan 15:31 by Guest
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Improving JustGiving integration to be able to map pages rather than events
Currently there is no way for us to map individual pages, only events that eTap identifies itself. So we can't currently separate in-mem income from community fundraising income - the only way to do o is manually which is incredibly time consuming...
Created 19 Oct 09:03 by Guest
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Ability to choose multiple auto-email templates through DIY forms
Ability to choose different email templates in DIY forms to match the information donors input. So we can send a different thank-you email to donors setting up a regular gift, to those setting up a one-time gift
Created 19 Oct 08:58 by Guest
Communications
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adding information through an import
Our organization/school wants to update accounts with new emails, through an import. But not replacing the information/previous email, and not merge, which wouldnt add a new email either.
Created 16 Oct 18:09 by Guest
Data Entry
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Make the auto populate amount field on the Just Giving donation page customizable!
I understand not being able to change the default choices of $25, $50, etc - but why does the amount field auto populate with the amount of $30? It seems confusing since that isn't even one of the default options.
Created 16 Oct 13:53 by Michael Lombo
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When using a template in journal to donor email would like the updated Name & Donation amount to be reflected in the journal contact entry
Currently the information generated to the entry does not reflect updates for each individual donor
Created 12 Oct 16:17 by Guest
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Include "None Selected" in the Fund field selection on a DIY form, similar to how you can for defined field selections.
By having a "None Selected" option and requiring the field, you can require the donor to make a selection of a Fund, rather than it just defaulting to a fund.
Created 31 Dec 16:39 by Caitlin Schwanda
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