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Drop down for transaction type
I would love to see a drop down box for the transaction type versus clicking add and then choosing the transaction type. This would make it easier to make changes to gifts entered incorrectly and save time. I am currently re-entering and deleting ...
Created 18 Jul 14:57 by Guest
Data Entry
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Donor renewal rates report - save the entered dates
Please add a feature where we can save the date ranges in the donor renewal rate report. It is time consuming to enter them every time I run the report (for a chart vs. Excel, for example.)
Created 27 Feb 15:30 by Amy Sajko
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Can you please just improve the eCart functionality overall?
This module is neither dynamic nor versatile, it would be great if it could include features such as variable shipping cost based on quantity, ability to waive fees, greater variety of design features, etc. There's potential for this to be a reall...
Created 08 Aug 20:07 by Guest
Modules
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Automated email option for donor thank you letters in journal entry
Any nonprofit that wants to send emailed thank you letters to donors would benefit from an easy, automated option within the journal entry page.
Created 15 Mar 15:29 by Guest
Communications
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7
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Be able to copy, then customise Standard Reports
I would like to be able to include/exclude fields from Standard Reports. At the moment, I have to run the report, then heavily edit the resulting spreadsheet. This is very time consuming and prone to error due to having to manually input a lot of ...
Created 03 Mar 00:08 by Guest
Reports/Queries
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4
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Project Calendar
Our organization often has different projects with time specific deadlines for various constituents and users to complete individual tasks. It would be great to have a calendar in eTap that allows us to track the project's completion and each cons...
Created 07 May 19:38 by Colleen Reilly
I have no idea what to pick
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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...
Created 23 Feb 22:36 by Guest
Look and Feel
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7
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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...
Created 23 Feb 20:49 by Guest
Data Entry
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7
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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.
Created 23 Feb 17:59 by Guest
I have no idea what to pick
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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.
Created 22 Feb 21:03 by Guest
Look and Feel
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