-
Allow for export from etapestry as a v card
We'd like to be able to export contact information from etapestry as a vcard so that we can share some contacts one by one with vendors such as our PR person.0
-
Subject line for Emailing Letters should default to the Subject line of the Communications template
When you are sending an email from the Journal using the "Save and Create Document" feature, you still have to write in the subject line for the email. When you select your letter from the dropdown list of Communication templates, it should automa...0
-
Using Wildcards
I never can remember the wildcard rules. It would be nice if the rules were avaialbe in a popup just by rolling your mouse cursor over a ? in the Advanced Find screen. To perform a wildcard search, use an asterisk in the middle of a search word or...0
-
clear the Advanced Search fields
if I've searched for a donor with a common namew and can't find them, I always want to do an Advanced Search by address. But the form is already populated with tne name I search on. Then I have to click Clear Form. Better if the default is the fie... -
Put an Add Gift/Pledge button next to account name
If you see your donor in the list of accounts that appear when you've done a search, it would be very efficient to just click a button to immediately add a gift. You already have this in the Home screen (the little present doohickey) on the Quick ... -
Add soft credit information on home page
Please consider adding a Soft Credit column to the Account Giving Summary and/or Account Five Year Summary. When an individual donor donates through a Fund, an administrator needs to be able to see the soft credit in their giving columns. Otherwis...0
-
Pop up hints describing field use
This would be especially helpful in choosing fields for a query. I, crazily, assumed balance would be the balance due on a pledge. But no ... there is another field called outstanding balance. If that is not possible ... how about a data dictionary?0
-
Would like to see all the email addresses listed in persona on the Find Account screen
It would be useful to see all the email addresses on the Find Account screen. Faster and simple way to see and use the donor's emails.1 Already Works That Way.
-
Updating mailing addresses when on-line donation occurs
When a donor makes an on-line donation, and the donor has a different address that what we have in eTapestry, we are not notified of the change in address nor is the address updated. Because of this, letters are mailed to incorrect addresses. If e...0
-
Split transactions go into summary field as split amounts, not total amount
We use split transactions often, but notice that the total amount goes into summary fields even when only one fund of a split transaction fits the criteria. It would be great to be able to enter a check as a split transaction, allocate it to multi...0