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Tickler System
A tickler system that can be set up to send reminders (e-mails or pop ups when you open etap) about specific tasks, i.e. donor follow ups, grant due dates, needed actions. etc.
Created 07 Aug 18:12 by Guest
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Option to allow donors to cover fees for recurring gifts
As a non-profit, we rely on recurring gifts and there is no reason why donors should not be able to cover these fees! They are already available for one-time gifts.
Created 30 May 17:10 by Guest
DIY Forms
1
42
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allowed you to delete accounts and related accounts easier
We delete accounts for families that have graduated out of our school district. In order to delete a record we have to delete each transaction in their journal first - which can be very time consuming! Id' love to see a box next to each journal en...
Created 07 Aug 18:12 by Guest
1
41
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Transferred more than just email addresses to constant contact
When we send out emails it would be nice if we could personalize the salutation. This would be a very simple process if Etapestry sent first and last names to constant contact when you transfer the information over.
Created 07 Aug 18:12 by Guest
I have no idea what to pick
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40
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had more font choices?
My organization always uses one font (Palatino), which isn't offered in the choices currently. This is pretty important to our brand and a tiny thing on eTap's end that would make a big difference for our ability to use eTap tools to their full po...
Created 07 Aug 18:12 by Guest
Communications
8
40
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Had a third option on the duplicate report to create a relationship between the accounts.
Had a third option on the duplicate report to create a relationship between the accounts.
Created 07 Aug 18:12 by Guest
I have no idea what to pick
1
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40
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Create an eTapestry Smart Phone app
No description provided
Created 07 Aug 18:12 by Guest
Look and Feel
2
No Plans to Change at This Time
40
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Allow gifts from one donor to be applied to the pledges of another donor
EXAMPLE - a gift from a fund at a community foundation could be applied as a payment on the event sponsorship pledge that a donor has made to us, but paid through their donor advised fund at a community foundation.
Created 07 Aug 18:12 by Guest
Data Entry
1
40
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Had an advanced query feature whereby the user could enter and/or, not, parens, etc. "Build a SQL statement"
We have compound query upon compound query. For those in the field who have SQL experience it would be great to have an advanced SQL builder (or even a SQL entry field). I think this would reduce the need to have to create multiple compound querie...
Created 07 Aug 18:12 by Guest
Reports/Queries
1
3
Vote
Information on Processing Fees
Organizations should be able to get a report on processing fees that are paid by the donor, regardless of choice of coverage.
Created 06 May 19:40 by Guest
DIY Forms
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