I do a lot of repeat journal entries where all the fields are the same except for the amount received and the receipt. It would be great if this button could be added to the Save And ...drop down. (Save And ..Search, Create Document, etc.

Our main giving page is a DIY page with multiple funds. It would be super helpful to be able to auto-trigger campaigns and approaches based on what fund is selected. Right now the only way to do this is to have a custom form created -- however, we...

Often times new Fund, Approach and Campaigns are added but never used. It would make sense to allow admins to delete these ghost codes instead of only being able to disable them. This would make the list cleaner and up to date.

Currently in eTapestry, you can create a pledge with a corresponding payment schedule that allows for multi-year payments. However, the current design of the system does not allow you to change the campaign when a pledge payment is received. For e...

This is for anyone that wants to send an email to a constituent and record that email in the Journal. It's so complicated right now and there is a risk of that email being sent without the text being documented. In Sage Act, Sales Force and other ...

Some fields cannot be added to DIY forms. For example, I have an online donor form and want to add the journal field "Transaction Recognition Name" so people making donations can indicate how they want the donation to be publicly recognized. An in...

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 ...

Right now, users can only add up to five donation levels on a DIY form. Why the limit? The suggested "work around" is a linked/second DIY form (YUCK!) or tickets through user defined fields (cumbersome!). Would love to give up to 10 giving/sponsor...

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...

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...