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Combine pledge changes into one function
Why have Modifiy Exisitng Schedule AND Upgrade Pledge? Confusing and cumbersome. Should consolidate all pledge changes into one function.0
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Shorcut Keys to Change Dates
It would be very useful to have shortcuts to change the date. the + and - would be easy to use and be faster than clicking on the calendar button.0
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Track failed donation attempts
E-tapestry users should be able to log into the system and see a record of failed donation attempts from their supporters (for online/credit card attempts). I've never come across a platform that doesn't offer this, especially in the nonprofit sec...0
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Adjust print format
When you print a transaction page in the current version, it prints each column on a separate page (Basic information... Gift information...). In the previous version, the print screen for transactions would prompt a printing of both the "Basic In...0
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Calendar Filter Should Match Calendars In Every Other Part Of Etap
It would be helpful if the calendar pop-up in the journal filters matched all of the other calendars in the database: We should be able to jump back an entire year with one click the same way we can in the calendar pop-ups in journal entries and q...0
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Summary Fields fail to include pledge payments, split payments, and other necessary gift transactions - resulting in false data reports
There is an error in the summary field data. When I pull a report for "Largest Gift Amount," eTap fails to recognize any gifts that are inputted as pledge payments. For instance, I have a donor who gave $30,0000, which we recorded by fulfilling th...1
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Quick link to relationships listed under constituent name
If you need to make similar changes to more than one account linked through relationship (ex. husband and wife), can the non-primary member's name have a link attached to it so you don't have to to search accounts a second time to find the spouse?...0
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Change the formula for Percentage Return in Campaign Analysis Report
In the standard report “Campaign Analysis” there is a column for % Return. The formulas are not visible in the resulting spreadsheet, just the result, but it appears that the formula being used is # Transactions divided by # of Packs Sent. It woul...0
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The donation should be applied to the head of household when both first names are entered on the ecommerce page.
My accounts are set up as Head of Household and list the husband, wife, and children in separate accounts. I had someone go to our website donation page and enter a monthly donation (recurring) and used both first names of the husband and wife, Ch...0
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Journal Entry columns headings - Note column
The Journal Entry column “Note” actually shows content for both Notes and Contacts. This is a little confusing – perhaps the column should be renamed “Note/Contact Text” instead of just “Note”.