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Had a report that showed you individual transactions that could still be sorted by total household giving for that year.
Currently the only way to show individual gifts by date received in order of "household giving total," is to run one report that shows individuals gifts by date, and a second collapsed report that shows household giving total by year. The troubl...1
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Had Check scanners to directly Scan checks into eTAP.
Currently we have a Check scanner from our bank & that's how we deposit our checks on a daily basis. It would be great if we had a scanner that pulled that info directly into eTAP in batches and assigned deposit numbers. We were initially told...1 No Plans to Change at This Time
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Query building
Showed query results AS YOURE BUILDING the query? I'd LOVE that.1
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Do not allow multiple email addresses to be stored in one email field
We send all of our eBlasts through an external email program and regularly run queries to pull email addresses from eTap. Since eTap currently allows multiple email addresses to be stored in the Email field, they are exported into Excel that way a...4
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Working in multiple tabs
Would it be possible to make it so I can work in multiple tabs. There are times when I have to stop what I am doing to look up information in a different account or on a different "page" and it would be much easier and more efficient if I could wo...1
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Allow us to edit the title field options
Right now, the only options are Mr., Miss, Mrs., Ms. and Custom Title. At the very least, Dr. should be added. It would be great to allow the eTap customer to customize the options in that field based on what they use in their database. In my case...13
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Pledges- Be able to send tax receipts with a calculated deductible & Process BBMS in a pledge
One-time manual pledge in Etapestry for event management When tracking a pledge and then later receiving payment and entering it via “add payment” I cannot add a non-deductible. However, I can add a non-deductible in the original pledge JE, but th...0
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allowed more options on Do-It-Yourself form giving fields
It would be nice to be able to choose more giving levels on the DIY forms. Right now, you are allowed five giving amounts plus an "other" spot. It would also be nice to be able to choose which giving level you would like to be the default on the f...7 No Plans to Change at This Time
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improved the Delivery Report to be a more detailed email analytics report.
The Delivery Report is a helpful tool for individual emails, but it would be really helpful to be able to analyze how our emails do with different subject, different days, times of year, etc. through our open rate, click throughs, etc. in a more d...1
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mass import of pledge and pledge payments ( apply them as pledge payments)
could have a mass import of pledges as well as pledge payments ( apply them as pledge payments)3