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Be able to edit automated emails from DIY Forms (upon completion)
It would be useful to be able to edit how an automated email looks when it is sent to a user to tell them that a constituent has completed a DIY form. At the minute, all User Defined Fields pull through as one big paragraph and if your form is qui...
Created 31 Mar 15:34 by Guest
Look and Feel
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"Next Action Date" should auto populate into the Organizational Calendar
We have began tracking our Grants in eTapestry and one of the fields "Next Action Date" is available and we just learned that this is not auto-populating into our Organizational Calendar of upcoming activity and it an extra manual step we need to ...
Created 29 Mar 15:30 by Guest
Data Entry
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1
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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.
Created 27 Mar 04:29 by Guest
I have no idea what to pick
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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...
Created 26 Mar 09:44 by Guest
Reports/Queries
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2
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Report - Center and Wrap Text
Being able to center and wrap text would allow the width of the report to be manipulated for better viewing clarity.
Created 22 Mar 19:47 by Jackie Rindal
Reports/Queries
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3
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DIY form functionality
I would suggest that the capability of auto-populating the Contact Information based on the chosen Account Type should be built in to the DIY form. Therefore, is a "Business" type is chosen it would ask for a "Business Name"
Created 19 Mar 22:20 by Guest
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4
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Why the USPS search for zip code doesn't work any more???
You have to type everything to get the four-digit code. Could this be restored to the previous link?
Created 15 Mar 19:51 by Guest
5
5
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Receive the auto-confirmation email the donor receives when filling out online form
In most online form products that I have used, it is actually possible to have a setting which allows the staff to receive the actual copy of the email that a donor received when they donated through an online form. This would be an extremely hand...
Created 10 Mar 22:57 by KC Bridges
Communications
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5
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Being able to copy Fundraisers
It doesn't make sense that if I have an annual fundraising event, that each year I need to recreate the event from scratch.
Created 03 Mar 14:51 by Guest
I have no idea what to pick
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Accurate/Simple In-Kind Donation Tracking
There is no "best practice" for tracking and reporting on In-Kind Donations. The donations end up being added into all general reports and goal tracking and additional reporting and querying has to be done in order to "take out" the in-kind donati...
Created 02 Mar 22:55 by Guest
Data Entry
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