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Automatically Log When Last Email Was Opened
Create a defined field within the account that shows the Date/Time of the last opened mass email. Currently this information can be found using the “Tracked Opens Report”, but it’s very tedious and time consuming to open each individual email Deli...0
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Adding a Soft credit column into the "Account Giving Summary" tiles
With some accounts being Fundraisers, they won't have gifts in their account, but rather soft credits, this is even more common now with the introduction of the JustGiving Integration. With these accounts they will show 0 in their Giving Summary, ...1
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Please go back to the old version
1) Please have less info at the top of the page so we can see more than one or two Journal entries at a time. In my view "Actual Size" the top part of the Journal page covers about 1/2 of the page and in the Gift/Pledge page the top portion covers...1
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Ability to display linked soft credit account name on journal page.
Until your latest update, we could hover over a transaction in the journal screen that had a linked soft credit associated with it, and the linked soft credit account name would display. We used this feature frequently, since we use the soft credi...0
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Bring back the "Go to Last", option on the Journal Entries page.
Loading more journal entries takes too long and the filter only works if you know how something was entered or the date.3
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The order of the fields on the Advanced Find make no sense.
Why would you put the City field after Postal Code and Phone Number? Why not Address, City, State, Postal? That, I think, makes more sense when searching on an address.0
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Ensure that email addresses are handled correctly in account merges
When an existing donor uses our DIY form to make a donation using a new email address, eTap creates a new account record. We then merge the new account into the old one and select "Merge" for the persona data. However, the new email address does n...0
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Include a Note when tracking Mass Emails
Currently we can only choose to track an email Subject and a Method when sending a Mass Email. It would be wonderful if the option of a Note could be added as well, as this would allow a brief description of the 'type' of Mass Email sent, such as ...0
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The UDFs on our DIY form confirmation emails need to print in the order they appear on the DIY form instead of in alphabetical order.
When a constituent fills out one of our DIY forms online, it comes to me in an email with all the responses in alphabetical order instead of the order it is in on the DIY form. This makes the responses really strange since they are out of order. I...0
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Benchmarking Reports for Canadian Organizations
Benchmarking is an important strategy to use when developing operational and fundraising plans. As a Canadian Organization, there is no ability to select Canadian information, the only information is for US orgs with the added capability to choose...0