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In Quick Actions>Generate Account Summary Report on the homepage of a donor's account, you can filter out entries to include only financial transactions.
Currently there is no easy, quick way to produce a report on JUST the giving history of an individual donor. You can either take the time to create a query, or you can print directly from the journal; however, this last option is not always clean ...
Created 18 May 15:56 by Julia Lucas
5
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Zapier
integrate with zapier Zapier developer platform: https://zapier.com/developer/
Created 31 Jan 22:15 by Guest
Data Entry
3
Vote
etapestry ability to delete images from library
Several images in my library are no longer useful to my organization and should be deleted. There is no option to do this.
Created 29 Jun 22:11 by Guest
Modules
4
Vote
Coupon Code for Event Registration
There are way better event registration tools to use but like this option simply because it saves everything to the database. I wish you could use a coupon code to discount ticket amounts or complementary tickets for sponsors of the events. We use...
Created 11 Oct 15:21 by Samantha Kenyon
Modules
6
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Allow filtering by contact type
I would like to be able to filter my journal entries by contact type, ie, mail, in person, phone, could this be added to the filter options?
Created 04 May 15:06 by Guest
Data Entry
6
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Enable segmented transactions on DIY forms
Develop a method to divide a single payment between many funds. Pull down menu, radio buttons or anything other than the text box we are stuck with.
Created 03 May 15:05 by Gina Colovich
I have no idea what to pick
6
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Copy account numbers from excel and drop into a query
It takes a long time to manually add names / accounts to a custom account query. But, I usually have those names and account numbers in an excel spreadsheet. I would love to be able to copy and paste the account numbers into a custom account query...
Created 27 Apr 20:45 by Jessie Schreiber
Reports/Queries
2
Vote
I just discovered something using quick entry default that I think might create a problem for others as it did for me.
A couple of weeks ago we found an error that I had made in entering a donation. I wasn't sure what had happened. I enter our donations the day after they come in usually. So I set the quick entry default with the correct date and anything else tha...
Created 09 Mar 20:54 by Janette Layton
Data Entry
5
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Add Email to Journal Entry Type
We use constant contact to send our emails. It then creates a CONTACT journal entry. This makes the actual contact like a class taken or a meeting get lost in all those contact journal entries. Right now it only gives me the choice of non-transact...
Created 04 Jan 00:06 by Maggi Junor
Data Entry
6
Vote
Change Funds on a Pledge Payment
Our organization would like to be able to apply a gift toward a pledge but change the fund for a one time payment. ie - if we have a campaign for a different fund, we would like to be able to apply it to their pledge.
Created 30 Mar 14:07 by Tori Witte
Data Entry
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