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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
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3
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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.
Created 26 Feb 11:56 by Guest
Data Entry
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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
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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
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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
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Add an option to the Recent Gifts box on the dashboard ; Month to Date
This would save leadership doing a query and provide a quick look at the month to date.
Created 28 Sep 18:22 by Seth Miller
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5
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Add an add X% button to DIY donation form to cover costs of credit card processiing.
I would like the option to add an "add X Percent" button to my DIY donation form. I have seen this on other organization's forms. For example: If someone wants to donate or pay $100.00, there would be an option to click or check box to add 3.5 or ...
Created 29 Nov 21:12 by Kim Ferguson
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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 ...
Created 12 Feb 15:09 by Natalie Watson
Data Entry
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5
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For eTapestry: Create a way whereby Tributes are recorded in a constituent account rather than having to create a separate Tribute account.
If all Tribute information could be contained within the one Constituent account of the person who is being memorialized or honored, that would save so much time and energy for the database manager. Create a means to track that Tribute data even f...
Created 15 Nov 17:53 by aaaa C.
Reports/Queries
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6
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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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