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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
2
5
Vote
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, ...
Created 11 Jan 11:04 by Guest
I have no idea what to pick
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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
2
5
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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...
Created 08 Jan 14:28 by Guest
Data Entry
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7
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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
1
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
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.
Created 22 Feb 21:03 by Guest
Look and Feel
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4
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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...
Created 01 Jun 15:08 by April Javorsky
Look and Feel
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1
Vote
Allow overpayment of pledge to be applied to different campaign
If I have a donor who overpays on a pledge, rather than deleting the transaction and splitting it, please allow the payment to be applied to the pledge, and the overpayment be applied to a different campaign.
Created 23 Sep 18:26 by Betsy Rubenstein
Data Entry
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