It would be great to be able to say "not a duplicate account" to multiple accounts with one click...it is very time consuming to click one at a time when you have a long list of potential duplicates...which are not really duplicates. When an addre...

Our organization used Guided Editing Mode when generating a Correspondence Template, but switches to Advanced Editing Mode to generate PDFs. We would like the ability to switch between these modes should we need to return to Guided Editing Mode wi...

It would be awesome if all of the templates that are loaded would automatically include the account info including the logo of the organization.

In eTapestry, the Received Amount field does not update when segments are recorded for Split Transactions This would save steps to already have that calculated. Eg. a $1000 gift with 3 segments. Enter the first segment of $400 for Capitol Expansio...

Import data from another program does not have account number

When importing account information and single gift, you can check the key box to check for duplicates on account information but not gift information. Choosing ignore import data for duplicate account info does not remove potential duplicate gifts.

Useful because it is necessary to know. Otherwise I have to hand-write it at the top of the report

We often get emails giving mailing consent - I can easily add these to eTap with an Outlook add -in but I'm then unable to edit that journal entry to show consent. I have to create another journal record referring to the previous entry and update ...

Please allow us to schedule and create recurring correspondences like we can for reports. It would be so helpful to come into the office on a set day and just print the letters! It might be a small time saver but, it is something especially during...

When working with volunteers we background check and require confirmation of several questions. We need the base fields to include a yes and no button