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Make a pledge simply the sum of donations for a period of time. NOT assigned to a campaign or approach
Constituents should be free to commit a total contribution amount for a flexible amount of time The individual donations being made at the various campaigns and approaches carried out by the organization during this period of time
Created 12 Mar 01:03 by Guest
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Adding a role named "Participant"
Due to the nature of our organization, we also document interactions with the population we serve: the participating children and their families/guardians. We are seeking to transfer participant information into eTapestry in order to catalogue all...
Created 04 Mar 16:44 by Guest
Data Entry
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UDF's for Fund Names
Use as a way to sort gifts that are for a project country, region, identify responsible staff, restricted or unrestricted, project partner, primary staff person, etc.
Created 02 Mar 20:30 by S Schuenke
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import a PDF into a communication
New Drag-n-Drop Email Template and New Document or Classic Email Template are very clunky to use. IT is much easier to make a file (such as a newsletter) outside of etap. But then it would be nice to use file and send to the constituents.
Created 21 Feb 00:11 by Guest
Communications
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Payment completion on DIY Forms should be where the user is viewing, not requiring scroll-up.
Donors often don't have the initiative or thought to scroll up once they click the "submit" button to look for the box to complete the payment screen. Please make it more user-friendly by allowing the payment box to appear at the level of the "sub...
Created 13 Feb 00:34 by Guest
Look and Feel
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Enable discount codes on DIY pages please
We try to maximize our Etapestry account by using a DIY page to run registration for an annual conference. It would be extremely helpful to allow our sponsors and folks requesting scholarships to be able to use the same page as everyone else and a...
Created 07 Feb 21:03 by Guest
Look and Feel
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expired credit card report for recurring donations
Why did you stop sending us those reports? We just lost a lot of money by the time we realized they had ceased.
Created 06 Feb 21:53 by Guest
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Only check 5 digits of ZIP code when checking for duplicate accounts
We noticed a duplicate account was created for one of our donors when the only difference was the e-mail address used. The help desk told us that eTap checks for matches of three parameters: Account name, address, and e-mail. In our case the first...
Created 06 Feb 16:39 by Jamshed Mulla
Data Entry
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Salutations and Company Name
Per this link provided by etap, it is noted that entering a company name is part of the best practices for titles and salutations. So why is company name completely separated (in the bottom w/ UDFs) as opposed to with the other information that is...
Created 04 Feb 21:34 by Guest
Data Entry
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consistent donor report
A query that could rank donors who have donated most consistently (each year for the longest time), would help with planned giving prospecting and other prospecting.
Created 30 Jan 15:44 by Guest
Reports/Queries
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