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How can Data Source be removed from the Defined Fields tile on a Constituent's home page?
As 90% of our gifts come through imports from other systems, each entry is listed in this Defined Fields box. It clogs up the information and makes it difficult to see the information needed in this tile. See the attached example.4 Completed
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Being able to import a list of soft credits
We have a fundraiser in our community where people give to a foundation and then in turn, the foundation gives us the money. The money that is raised comes from the foundation, but I would like to be able give the original donors soft credits so I...0 Completed
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One click step to view all transactions
Before the new design features, we were able to simply click "view transactions" to see all transactions by date. When messing around with the new feature, I clicked the "received" column to view transactions. However, it inconveniently puts all ...4 Completed
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Change view page of DIY forms
We have about 20 DIY forms in play or ready to be put in play at any given time. The fact that they are all listed visually taking up about 4" of screen if laborious. Can't you just make a list, so that we can see all the forms at one time. And pl...1 Completed
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Transfer Contact from one account's Journal to another
Last year eTapestry gave us the ability to transfer Transaction journal entries from one account to the other. We still need this feature for non-transactional journal entries.0 Completed
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Please consider adding PayPal as an option for a transaction processor under eCommerce
No description provided0 Completed
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Transfer a improperly matched journal entry to the correct account.
eTapestry often matches a donation from an online form to the incorrect account. I would love to be able to correct the matching error that was made and move the journal entry to the correct account. Writing down the information and creating a new...1 Completed
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Change the Phone contact field in DIY forms so it is not required
I'm worried that requiring people to submit a phone number may put them off making a donation. It's not required to process the payment, and you already have an email and postal address should you need to contact the donor. With new GDPR legislati...3 Completed
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Allow different email templates for one-time and monthly gifts
It would be great if we could set an if/then for which email template is sent to our donors on the DIY donation forms. Eg. If someone selects "one-time" gift, they receive an email that says "Thank you for your gift of $[XX] on [this date]." but i...3 Completed
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Query for Attachments
Need to be able to query for records that have attachments associated with them. If you're like us and get so big that you need to upgrade to Raiser's Edge, you need to be able to ID where all those files are so you can save them before conversion.2 Completed