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Have a preferred name field or nickname or AKA field.
Quite often I find that a member whose name is James will go by Jim or Florence will go by Flo or William will go by Bill and it would be nice to have an AKA field or preferred name or something along those lines and it would be great if that was ...2 Already Works That Way.
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Add multiple address lines (to add apt's, units, etc) instead of just one big one
When I pull reports from eTap and send them to Excel it always groups the full address together. For the purpose of mailings a lot of mail houses need these separate. There should be more than one giant box to load with the address lines3 Already Works That Way.
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Allow Canadian Addresses on the Personas Page
The personas page doesn't allow Canadian provinces or postal codes in the pre-set boxes. It is clunky and inconvenient to have to create a separate UDF for Canadian addresses. We have many family members in Canada who support our organization and ...1 Already Works That Way.
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Bring back Gift Aid Declaration on the Journal Filter
V.28.0 introduced a new version of the journal filter, but it removed the option to find Gift Aid Declarations. Please bring back this option as GA Declarations are exactly the type of journal entry that are very time consuming to check by trawlin...1 Already Works That Way.
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Ability to query on "final" checkbox
I would like to be able to group entries that have been marked final with a gift date in a certain range. This would be helpful in determining different groups that have been "posted" to my GL.1 Already Works That Way.
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Use import method to update multiple persona's
It would be a good idea if you were able to use the import method to update already existing persona's for more than one account at the same time. This would make it a lot easier and quicker to update multiple existing personas like their address ...1 Already Works That Way.
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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.
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Please add "Final" on contact record to be able to query on
I would like to query on Final box that is checked to remove it. I can't query on it, but I can report on it. It should be consistent. That way we can use the mass update to uncheck the box and query for just the ones checked.1 Already Works That Way.
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Journal Entries Screen - add Contact
Add Contact to the Choose Columns feature. You already have Note, which is very helpful because you can read the note without having to to open the entry. It would be nice to have the same functionality for the Contact field. (not Contact Type).4 Already Works That Way.
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Constituent primary/member icons
Why did etapestry do away with the quick & easy little icons next to constituent's names that let you know who was the primary person in the household & who were the members? Now these icons only show up if you open up a person by going in...1 Already Works That Way.