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Add hover fields to identify "style blocks" on templates
There is no description to go with any of the template style blocks. If I'm looking for a particular block layout, I have to select each one and hope it's the style I want. If there's an existing block I'm using that I want to duplicate, I don't k...0
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Entering Donor Name instead of having to Search for Account Number
We should be able to simply enter the first few letters of the donor's name into the data box and choose from a list instead of having to search for their account number every time we go to enter a gift. Also, at least let us search for the first ...1
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Auto Refresh the Homepage
Every time that I bring up the homepage I have to reset all of the refresh buttons to get updated information, I believe that the system should auto-update. This will save time and honestly it doesn't make any sense that it doesn't auto-update by ... -
ability to set up automated emails based on geographic location
Not-for-profits would benefit if, when people sign up to receive e-newsletters or alerts, there can be different versions of an email automatically sent out to them based on their geographic location. If people know the not-for-profit is already d...0
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Add mandatory middle initial to all donors, see Canada Revenue Agency Bulletin below.
https://www.canada.ca/en/revenue-agency/services/charities-giving/charities/operating-a-registered-charity/issuing-receipts/what-information-must-on-official-donation-receipt-a-registered-charity.html0
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ability to set a password reset every 90 days
My manager feels that this would help security if the password had to be updated every 90 days.0
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Adding Donor Friendly accounts
Donors are technologically friendly and like to be able to view their accounts and make changes personally to credit card information, address, etc. Creating a platform that connects the donor to etap through their account would not only empower t...0
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Ask online donors if they are giving as an individual, family, or business
Currently, all online gifts are added to eTapestry as an individual. If you have the donor designate their correct giving status, we don't have to update/change constituency coding after the gift.0
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Add bcc functionality to email templates and auto emails in eccomerce
This would be useful to be able to track and keep copies of all communication sent to a contact account. Our org logs all acknowledgemtn and receipt letters for each donor, and the missing piece is copies of emails sent automatically for online do...0
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Report for recently viewed accounts, Administrators can run for users to check for privacy breaches.
With such a emphases on Privacy and Confidentiality these days. Having a report we can run to do spot checks or confirm breaches is important to most organizations. Currently we can run a report to see how long someone was login and what accounts/...0