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More than one template for a DIY form
For our donate DIY form supporters can choose one off or monthly donation. An automatic thank you is generated, but it includes the amount and not whether it is a once off or monthly donation. It would be good to have a different thank you letter ...0
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Save and Copy a journal entry
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.2
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Funds auto trigger campaigns or approaches on DIY pages
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...3
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Easier Email recording in eTapestry
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 ...0
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Ability to change "from" address when sending document to constitiuent by email
When sending mass email there is option to provide a different "reply to" email address. When creating a document for a constituent and choosing the send by email option, there is no ability to provide the "reply to" email address. It defaults to ...2
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Add Cumulative Soft Credit to Household Summaries
Provides a complete picture of a households support2
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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...0
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Enable discount codes on DIY pages please
We try to maximize our Etapestry account by using a DIY page to run registration for an annual conference. It would be extremely helpful to allow our sponsors and folks requesting scholarships to be able to use the same page as everyone else and a...0
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Need a better way of overwriting an old address following another interaction by same fundraiser
e.g. if an existing fundraiser with account in eTapestry does another interaction e.g., makes a donation, orders something etc but has moved to a new address and enters that - eTapestry will put a note on the system about the new address but it wi...1
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Ability to enter two payments towards one pledge installment
We had a donor pay one year's pledge installment with two gifts of stock. After entering the first stock gift the second stock gift was automatically applied to the next year's installment. This messes up not only the accuracy of the pledge but al...0