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Tickler System
A tickler system that can be set up to send reminders (e-mails or pop ups when you open etap) about specific tasks, i.e. donor follow ups, grant due dates, needed actions. etc.
Created 07 Aug 18:12 by Guest
I have no idea what to pick
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42
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allowed you to delete accounts and related accounts easier
We delete accounts for families that have graduated out of our school district. In order to delete a record we have to delete each transaction in their journal first - which can be very time consuming! Id' love to see a box next to each journal en...
Created 07 Aug 18:12 by Guest
1
41
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New eTap Coloring
The new coloring for eTapestry can be rather hard to read & strains the eyes a bit. The colors need to be more contrasting to be able to see them better.
Created 22 Feb 15:06 by Guest
Look and Feel
6
41
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Transferred more than just email addresses to constant contact
When we send out emails it would be nice if we could personalize the salutation. This would be a very simple process if Etapestry sent first and last names to constant contact when you transfer the information over.
Created 07 Aug 18:12 by Guest
I have no idea what to pick
1
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40
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had more font choices?
My organization always uses one font (Palatino), which isn't offered in the choices currently. This is pretty important to our brand and a tiny thing on eTap's end that would make a big difference for our ability to use eTap tools to their full po...
Created 07 Aug 18:12 by Guest
Communications
8
40
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Had a third option on the duplicate report to create a relationship between the accounts.
Had a third option on the duplicate report to create a relationship between the accounts.
Created 07 Aug 18:12 by Guest
I have no idea what to pick
1
No Plans to Change at This Time
40
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Had an advanced query feature whereby the user could enter and/or, not, parens, etc. "Build a SQL statement"
We have compound query upon compound query. For those in the field who have SQL experience it would be great to have an advanced SQL builder (or even a SQL entry field). I think this would reduce the need to have to create multiple compound querie...
Created 07 Aug 18:12 by Guest
Reports/Queries
1
39
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Create an eTapestry Smart Phone app
No description provided
Created 07 Aug 18:12 by Guest
Look and Feel
2
No Plans to Change at This Time
39
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Allow gifts from one donor to be applied to the pledges of another donor
EXAMPLE - a gift from a fund at a community foundation could be applied as a payment on the event sponsorship pledge that a donor has made to us, but paid through their donor advised fund at a community foundation.
Created 07 Aug 18:12 by Guest
Data Entry
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39
Vote
Had a report that showed you individual transactions that could still be sorted by total household giving for that year.
Currently the only way to show individual gifts by date received in order of "household giving total," is to run one report that shows individuals gifts by date, and a second collapsed report that shows household giving total by year. The trou...
Created 07 Aug 18:12 by Guest
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