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ROLL BACK replace function for system defined field's data source
Our business usual is based on the system that the data source of account is not replaced when replacing information for duplicate accounts while importing. For duplicate accounts, replace did not change existing Data Source(Account)'s values, so ...3
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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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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
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more edit options in thank you letter template - for adding pictures to be able to be moved to right side next to signature section
It is really frustrating to not be able to get the image I want to appear in my thank you letter to be able to be moved to the right side of the signature section without "dead-space". Having more flexibility with editing the image location would ...0
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Photo Bank - adding and deleting photos
As a user you should have a shared photo bank for all users to access on both the Drag n Drop and Classic Templates. On Drag n Drop templates: -you cannot delete photos - you cannot sort photos and move them into folders. -you cannot create a new ...1
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Integrate mobile pay into etapestry model
one query/one report/simplicity and efficiency at it's BEST!1
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Add Fund Performance to home screen tile options
I would like to be able to see a Fund Performance on the home screen and currently it is not an option.0
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Allow page breaks on Communications Templates
When creating End of Year tax receipts, it would be helpful to be able to create a page break so that we can have a simple thank you on the front of our letter and the tax info on the page to make it easier for our donors to copy for their records...1
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Sort Name Auto Populating
When adding or changing an account name, the Sort Name field used to auto populate. With the release of Name Format and Salutation Conversion, this was removed. It would be so nice to have this field auto populate again. Please help to make our jo...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