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Subcategories for UDFS
It would be nice to have the option to add subcategories for UDF so that we don't end up with long lists of options.1
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How can you not have the ability to duplicate sections or user defined fields in a DIY Form? !
Am I missing something? It felt like I had been transported back a decade when your help rep told me it wasn't possible, but that I could pay for your team to do it for me when trying to add guest info sections to your event ticket form! This must...0
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Sync Names and Emails to Constant Contact
It would be useful to have names synced along with email addresses from eTapestry to Constant Contact. Particularly because you are limited to a generic greeting without this information. I would like to be able to send an email with a merge field...0
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New Update = Limited (Slow, bad design)
The update the eTap has a lot features disabled which were very valuable in inserting gifts quickly. When entering a new gift you could tab through the scroll down menus and press enter on the item you wanted. I can still tab through but you cann...0
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Export Drag-n-Drop templates into documents and pdfs like you can with classic email templates
In a classic email template format, you have the ability to export a newsletter as a pdf or word document. I would like that ability within the drag-n-drop template format too.0
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Bulk upload of emails to account journal in eTapestry
We currently use outlook for most of our emailing. It is time consuming to have to upload each individual email to eTapestry when the volume is high, and particularly when trying to migrate historic email records. Being able to bulk upload emails ...1
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A way to exclude BBMS rejected donations in gift aid mass update
Currently failed recurring gift BBMS donations appear as two separate transactions in the constituent journal - one with the intended donation and then one showing it was rejected. As the original intended gift is identical to other gift transacti...0
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Allow eTapestry mapping of JustGiving campaigns.
Currently you can only do mapping of events from JustGiving on eTapestry. I want to direct money raised from my JustGiving Campaigns to different funds and campaigns within eTapestry. This will organize the money raised from JustGiving on eTapestry.0
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User Activity: What are the records the user has Viewed
This query would allow to list all the records a user has viewed during a specific period.1
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Create a way to search for files attached to records that may be attached (uploaded) to Journal entries or other items to which files can be attached/uploaded.
I'm looking for a way to locate records or entries with files attached/uploaded so that I can download these attachments and archive them in another place. This would be especially helpful when a subscription will no longer be continued. Thank you.0