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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.
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Adding EFT on the donor side
It would be helpful for donors to be able to input their own account information using their bank account (routing/account numbers) for recurring gifts.0
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a feature where donors can resign up recurring gifts when their credit card expires so we don't have to delete a recurring gift schedule without deleting the gift payments
I think many organizations will benefit from it because people like to "self-serve" nowadays. It'd be easier if donors can just update or resign up for a recurring gift when their credit card expires.0
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new email performance graphic on the home page rather than (number of times) opened use no of unique addresses
Because you have to go into report to find that out & also appears that an email has been opened by same address multiple times in the same minutes. more important for us ( and maybe others) to see how many unique addresses opened it. But new ...0
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Make communication emails mobile friendly
This is useful for email correspondence. Mobile internet use has surpassed desktop use, so it is important that mobile users can easily read their emails from my organization.0
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Composing a Letter from the Constituent Profile
I feel like the communications part of this CRM is very limited and doesn't allow for individual communication with Constituents. If I want to send a single, personal letter to a donor, I still have to set up separate query to add the one donor. W...0
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Adding Non-Deductible Amount to Pledge Payments
Currently, when applying a payment to a pledge you can't specify the payment as non-deductible. Often times donors use various payment methods to pay pledges, especially via donor advised funds, which are non-deductible payments. It would be great...1
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Marker in outlook to show emails have been added to eTap record
I primarily use outlook for my email traffic. I use the add-in tool to upload emails to appropriate eTap account journals. It would help if there could be a marker or flag on the email in outlook so I know which emails have been added to eTap and ...1
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I need a Quickbooks online export option
Apparently QuickBooks online doesn't import an IFF file, but they do import CSV, QFX, OFX or QBO files. Is there a way for etap to create a gift export that can be used in one of those versions to be used with QB online?1