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Ability to change campaigns for pledge payments on multi-year pledges
Currently in eTapestry, you can create a pledge with a corresponding payment schedule that allows for multi-year payments. However, the current design of the system does not allow you to change the campaign when a pledge payment is received. For e...1
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Would be great to have the same fields that are already available in REPORTS be available in QUERIES.
For example, I can make a report displaying the Account Name and the SORT NAME, but I can't make a query that finds constituents with BUSINESS NAME FORMATS where the ACCOUNT NAME is not the same as the SORT NAME. I could really use this for data c...3 Already Works That Way.
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Ability to view total of lifetime soft credit AND lifetime regular giving added together on the home page of an account in eTapestry.
We know this total is available by running a report but it would be helpful to have this total available to be easily viewed on a donor's home page.0
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Schedule queries according to BBMS disbursement schedule
BBMS creates an annual disbursement schedule. To increase efficiency, it would be terrific if: 1) queries > journal entry date had an option to select based on disbursement cycle dates (& auto update to the next cycle) 2) scheduled items &g...0
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The ability to add an MP4 in a mass email.
No description provided0
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Reports -put export box at the top of the page
When you send a report to display, then want to export it to pdf or excel, you must scroll to the bottom of the page (sometimes past thousands of line items). Can the export button and pull down be relocated to the top of the page0
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A Registration page that only allows one ticket purchase at a time.
It would be useful because I need a list/contact of each person registering (buying a ticket) for the event and the name of the organization (if any) they are associated with. At present, tickets can be selected in mass quantity and I have no way ...1
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Create or Intergrate with a Deceased RecordFinder
It would work similar to AddressFinder. We would be able to run it and update our deceased donors, rather than having to wait to receive mail back with a note this person is deceased.0
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It would be wonderful if I didn't have to get the donor's ENTIRE credit card # all over again for their recurring donation, when all that changed was their expiration date.
The non-profit & all of their donors would benefit0
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Set Persona Type to Business when new account added with Business name format
Please make it so that the Persona Type is automatically changed to business when a new account is added with Business name format. More than half of our business accounts have a Home persona because our users haven't taken the time to look at tha...0