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Once on a query and clicking a consituent, the ability to select 'next' throughout each constituent in the list
Not having to go back a page to click onto the next constituent but being able to navigate back and forwards on the list through each constituent page.0
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IMporve tracking of communications
For mass emails, a JE Contact entry is made to an account based on the query and not on the actual success of the mailing. Entries are made even for "Held" accounts, where emailing to that constituent was not even attempted. This is not useful if ...0
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The font is too small; colors are hard to read; too much scrolling when entering journal entries; drop down items are tiny font; can't find household persona quickly to add gift; extra clicks needed throughout.
Fix this, my eyes are killing me...0
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More robust filtering in journal
Now that eTap is implementing filtering on the journal, it would be awesome to start being able to add our own filters. For example, we use UDFs to distinguish between different types of Contacts, and it would be cool to be able to actually use th...0
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Bring back All/None search for Journal Entries
We send a lot of emails to our donor list and this feature helped quickly take out all email entries, showing any contact or transactions. This helps distinguish those who are active constituents from those who are simply subscribed to our email l...1
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Event Sponsor Page
It would be helpful to be able to create an Event Sponsorship Opportunity Page for Potential Event Sponsors to register and pay for their sponsorships. Since this is a separate way to allow sponsors to support us, I was looking for it when creatin...0
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Would like to see eTapestry add the functionality to allow you to create a tribute directly from the DIY form. This way they would show up in etap under the Tribute person's name when you look to see who donated in their memory. Right now you either have to go in and add them manually or run two reports. Would be nice to have it all in one search.
It's very common for the family of the deceased to call asking for a list of all the people that donated in the deceased person's memory. It would make it so much easier to be able to print one list from the deceased person's journal page.0
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Query/Reporting TOO MANY STEPS
Creating a query on UDF's is crazy complicated. A "support team" member sent me a link that led to 4 pages of instructions . . . eTapestry does not make things easier. Ready to go back to excel.0
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Allow Business contact information to be entered on DIY forms
When we have events for our organization we have a lot of business contacts that attend or fill out our DIY forms. most of the time they wish to leave the contact info for their organization, rather than themselves. right now, we can only allow in...1
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create a software that allows us to mass text cell phone and connect to a donation link
Rather than payiny a separate software company to do this and then import that date in to etap, etap designs its own that could be a separate fee we opt in to. we are able to design a very quick donation page that people would use on their cells w...0