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Allow editing of queries that sit behind the standard home page dashboard Tiles
As an example it would be good to be able to exclude GIK gifts from the top donors or recent gift tiles if we choose to. Or have the option to only include certain approaches in the Campaign Tiles etc. Basically opening up the ability to configure... -
Etapestry exports to Quickbooks Online
With more people opting to use Quickbooks Online as opposed to using Quickbooks Desktop version, I think it would be best for Etapestry to think on developing a Quickbooks Online Export. Right now the only thing Etapestry offers is for Quickbooks ... -
Separate receipts based on which fund is chosen on a donation DIY form.
We wanted the Principal to respond when people are donating to her discretionary fund. Otherwise, the receipt would come from the Development Chair. -
Allow Mass Importing of Relationships
I have thousands of Relationship Links and each year I add approximately 150. It would be great if you could do a mass import of these Relationships by creating a file with the account numbers and the relationship. -
Allow existing gifts to be converted to payments
Currently when a donor who has an existing pledge goes online to pay that pledge, it lands in eTapestry as a gift. Chat support confirmed that there is no way to apply this gift to an existing pledge. The recommended process is: Reverse the gift ... -
Change the rules for adding eCommerce Duplicate Info journal entries
No description provided -
Improve the duplicate checking criteria
The duplicate criteria is not detailed enough and so highlights 2 accounts as a duplicate when they are clearly not! This presents problems when 2 people at the same address register for an event - their accounts get merged and we effectively 'los... -
Export Drag-n-Drop templates into documents and pdfs like you can with classic email templates
In a classic email template format, you have the ability to export a newsletter as a pdf or word document. I would like that ability within the drag-n-drop template format too. -
Communications - Enable/Disable Feature
In a little over 1 year we have been creating many communication documents, both emails and letters. Some we will no longer use but need to keep them for 7 years for tax purposes and for reference. I have created an Archive Category but that just ... -
Open accounts in a new tab from query preview
Would be great to be able to open an account in a new tab from a query preview or a report displayed within eTapestry. Currently any page attempted to open in a new tab or window opens to the home page not a specific page. Currently if I go change...
