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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
Vote
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
7
Vote
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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4
Vote
In a query on a date range, have the end date be capable of being "Today"
I am sending out a list of expired memberships automatically each month and I would like it to be current with the end date being the current date. That would save me having to edit it every month to make it current.
Created 03 Mar 14:05 by Guest
Reports/Queries
1
5
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JustGiving Integration issues
After the integration with eTap and JustGiving, which on the surface seems really good. I have found that when the overnight import occurs the JustGiving regular donors we have are not imported into their existing eTap record (with their recurring...
Created 24 Oct 09:05 by Guest
Data Entry
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4
Vote
To allow eTapestry users to query/report on Pledge Payments due within a specific date range in the future.
This would be useful to plan cash flow for financial years. This would be good for managers to see when creating plans for the future. The query/Report would pull all open pledges and detail the pledge schedule for future dates so you can see when...
Created 24 Feb 10:26 by Guest
Reports/Queries
0
2
Vote
A comprehensive log of all modifications made to an account
A log of modifications would be useful because users could see if data was changed, when it was changed, and by whom. While in most cases seeing the most recent modification is helpful, in certain situations it is necessary to look back and see wh...
Created 09 Nov 18:11 by Guest
Data Entry
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