-
It would be quite helpful to be able to apply a soft credit as a pledge payment.
We have people make pledges or businesses make pledges but when their checks come in (pledge payments) they come from a donor advised fund or an individual will send in a check to apply to their business pledge or a business check comes through fo...5 No Plans to Change at This Time
-
You should have a warning dialog box if you enter or change information in a window and try to leave that window without hitting the "save"
You should have a warning dialog box if you enter or change information in a window and try to leave that window without hitting the "save" box. I have found that this happens often when I am doing multiple tasks and sometimes I don't realize info...3
-
gave you the option to assign soft credit to more than one donor within a gift. For example, we just got a check from
gave you the option to assign soft credit to more than one donor within a gift. For example, we just got a check from a local community foundation who held a special giving event in our town. Several of the people who have donor advised funds at ...1 No Plans to Change at This Time
-
Admin notification for Constant Contact email transfer
Currently, when a user selects a query to transfer to Constant Contact, they enter an email address to receive confirmation of the transfer. There should be an option for the admin to always receive a confirmation in addition to the manually enter...1
-
allowed users to add/subtract the columns in standard reports
Sometimes the standard report is perfect - except maybe I don't need to see the Raised amounts column or I would like to add a UDF column for more information. I would just like to be able to select a column or 2 to be able to change without havin...1
-
...allowed subtotals with nested sorts in reports?
We were so pleased when eTapestry introduced the option of nested sorts in custom report designs. However, we still have to export to Excel to get subtotals. When we set up a report with layered sorts, we'd love to be able to ask for a subtotal co...1 No Plans to Change at This Time
-
donate via text
I think it would be great if there was a donate via text option included with eTapestry. For example: "text donate to 44732 to give $10" .0
-
could integrate with Mail Chimp as an option, instead of just Constant Contact!
could integrate with Mail Chimp as an option, instead of just Constant Contact!2 No Plans to Change at This Time
-
Social media sharing after making a donation
After individuals make a gift (or before) give them the option to share that they made a gift on social media. Maybe on the "transaction confirmed page?"4
-
Could create outlook action reminders and sync the calendar in my dashboard to outlook.
We have the outlook integration module which works fine with emails, but I wish that I could create calendar items in a journal and have eTapestry remind me in outlook. Also, I wish I could create calendar items in my eTapestry calendar and share ...3 No Plans to Change at This Time