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Checkout: Add Clarifying Line about the VISA Pay/ Mastercard Accounts
With the new checkout process, donors get confused during credit card checkout and accidentally select Visa Pay instead of the Pay With Credit Card button. They then get trapped in the loop of creating a VISA pay account and become very frustrated...1
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Add an eTapestry email address that you can bcc on correspondences that will then add emails to a constituent’s journal
Reduces time spent manually adding correspondences to journal. Other CRMs use this method.0
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Expand Titles to include "Reverend" and "Rabbi"
When donors give through the eCart, they are limited to titles such as Mrs., Mr., and Ms. It would be helpful to give them the option of a religious title.0
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Add Query/Report to Show Pledge Balance as of Certain Date
For auditing purposes it would be nice to be able to pull a query/report that would show Pledge balances as of a certain date in the past. Currently you can only see where the pledges are as of right now (what's been entered). But to match reports...0
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Communications - ability to edit/change color backgrounds separately in blocks
More flexibility within templates would allow better communications design or provide instructions for how to use HTML code in communications-advanced editor0
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Allow the Note for a recurring gift stay active
Each time a recurring gift donation is entered(eg. every month), the note will automatically be entered too.0
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being able to add a box 'pay for transaction fee' to all charges
On donation pages, ticket sales, etc. donors should be given the chance to cover the transaction fee. 85% select this. please help us!0
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Automatically add a journal entry for receipts generated by eTap for donations made using a DIY Form
At the moment, it is impossible to record a journal entry for the receipt and thank you message a donor receives for making a donation through a DIY form. This means crucial correspondence with donors isn't tracked. It would be really useful for t...0
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Create edit-able eStore and Cart templates
The DIY forms allow a user to edit templates in basic ways like color and font. We would love to be able to do so for eStore and cart templates as well! Then everything a donor comes in contact with looks the same. As it stands,the eStore/Cart pop...2
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queries verses reports
Why do you have to create a query and then create that same report? Why dont you have a feature that lets you turn the query into a report that is memorized when push a button!!1 Already Works That Way.