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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.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.0
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Gifts Received should NOT double count tributes
Currently, if you query on gifts received, it will count any gift received AND it will count an additional amount if that gift is linked to a tribute. We just spent a day figuring out where and why an extra gift was appearing in our queries/report...2
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Could we have a DIY form template for Gift Aid?
We all know how important Gift Aid declarations. Oral declarations can be followed up by letter or email, but if the charity does not have all the contact details then it can become a problem. It would be very useful to be able to direct a donor b...1
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Gift Aid declaration DIY form
It would be great if we could capture Gift Aid declarations via a DIY form for donations made offline.0
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Enable an eTapestry user to add the credit card fee when processing gift on back end
Currently my web site does this. But when I enter a credit card manually I need to add the 3% and then process. The math is off technically and manual entry like this is prone to error.0
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Labels- please include other formats that are downloadable- not just pdf
Many times we need to edit the labels that we pull from etapestry and this is not possible because it will only download in pdf format. We have tried to even edit the pdf and it is locked( password protected). This has and is continuing to cause s...0
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Set Persona Type to Business when new account added with Business name format
Please make it so that the Persona Type is automatically changed to business when a new account is added with Business name format. More than half of our business accounts have a Home persona because our users haven't taken the time to look at tha...0
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Export Spouse First and Last Name when creating reports on giving (ex. Household Giving Summary)
After consulting with some eTapestry reps, I have found that it is impossible to export the First and Last Names of a spouse when doing a report on giving. I do not want to do a Relationship Report, what I'm trying to do is create a simple report ...2
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Ability to duplicate a previously entered gift, where all fields are copied solely for that gift, with the option to update date/info
Since many of our donors are repeat donors I spend a lot of time entering the same information when entering a new gift. In our previous donor management software, this was an option when entering a new gift I could copy the donor's previous gift ...0