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NCOA Address Finder for Canadians
I would really like to see an easier process (i.e. the same process for U.S. accounts) for Canadian users. The process to run the NCOA databse finder in Canada is currently a tedious and complicated process.1
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Please populate the title field in 'Documents' embedded 'Contact us' template
Please can you populate the Title field when creating a new embedded form 'Contact us'. Title is a drop down field that hasn't been populated with [Mr, Mrs, Miss, Ms, Dr etc.....] and on preview mode you don't get to select or type your own title....1 Already Works That Way.
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Customer service representative assigned to each account.
I've been trying for 6+ weeks to get a straight answer from someone and no one seems to want to help me. I've had nothing but one run around after another. I think every 'Contact Us' on our login page should have a direct contact person/account ma...2
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Allow Salutations to be Customized for the Family Setting
I like how e-tapestry has updated the "Individual" setting to customize the short salutation, long salutation, and envelope salutation with the data from the account name (ie: First name and last name) It would be very helpful (and save a lot of...1 No Plans to Change at This Time
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Allow manual sorting for country dropdown (and allow "mass enable" of countries when editing the SDF)
1) Allow manual sorting of countries so preferred country (or countries) could appear at the top of the front-end form. 2) Have a way to mass enable all countries in the "System Defined Field" (guessing there are other fields that could benefit fr...2 Already Works That Way.
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Avoide disaster because of password change
When a password was innocently changed by our staff in BBMS, we didn't know that it rendered eTap DIY gift input forms inoperative. No admonishing text, warning, popup saying that BBMS and eTap nolonger sync, nothing. The only way we learned that ...1
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Pledge Write-Off Date and Amount as Journal Entry
To be able to see that write-off amounts were applied correctly as of a certain date, it's important to have this show up as a journal entry (especially for audit purposes).1 No Plans to Change at This Time
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Reports for the new Name Format. I would like to be able to run a report that groups the 3 new Name Formats - Individual - Family - Business. My querie would be a specific time frame and I want my report to show all entries from that time frame Grouped by Name Format. All that has to be done is to add that new category to the report list.
No description provided1 Already Works That Way.
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Be able to get the Soft Credit that is attached to a specific transaction type(Pledge, Gift, Payment, etc)
When pulling a query/report, it would be helpful to be able to separate out the soft credits that are from a pledge, gift, payment, etc. Currently all soft credit summary fields show the total of all soft credit transactions without distinction as...0
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A bit more flexibility on the Fundraisers Templates
On the templates if we could get rid of the generic "our cause" verbiage and replace it with the organizations name. Getting rid of the duplicate fundraiser name on the templates. Being able to add your logo to the template would help brand the p...1