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Fix Address Finder (NCOA) to yield better results
Over the years we have standardized our addresses so that everything appears on one line only. When we recently ran Address Finder, the result (abt 25%) is that the Apt, Ste, Unit, etc., appears on the second line. This means that all of our usage...0
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Please create swipe functionality with s that integrates with eTapestry!
No description provided0
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Ability to export multiple Communications templates at once as Word docs
We have new management and are reviewing and updating all of our MANY letter templates. It would be helpful to have the option to export all of them at once into a Word doc or PDF for easy sharing and editing with upper level staff members who are...1
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Prevention of notes in a journal when there is a relationship.
Notes that you put in a constituent's journal should not show up in the soft credit account's journal.0
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Be able to run a query based on persona 'post-it notes'
We have had several different groups of people fundraising for the same campaign. We are differentiating between them by adding a post-it note to their accounts, but this doesn't help when we run a campaign based query0
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Enable quick search for journal entry fields such as check number, gift date, and gift amount
No description provided0
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Incorporate flexibility in search fields so that slightly misspelled words are accepted.
No description provided0
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For split transactions on the same cheque to be counted as one transaction for banking purposes.
We get many split transactions for different projects which come on the same cheque. When we print our bank deposit slip from e-tapestry the transaction cannot be shown as the one cheque, rather it shows the split. The bank needs to know how many ...0
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Create a widget to in embed in open pledge reminder letters that show a constituents "consolidated upgrade information." You currently have a widget for "pledge schedule."
We have many constituents with upgraded pledges. They are confused when they receive a pledge schedule showing amount in arrears and amount owed that does not reflect all open pledges. A consolidated upgrade information schedule would alleviate th...0
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Daily autogenerated thank you letters/receipts for specified Journal Entry types
Every day the system queries all JEs and any gifts entered that day send an email thank you letter to the donor, copying the user0