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Mass importing of historical recurring gifts
We are in a situation where we have a number of donors whose recurring gifts have not been recorded on their e-tap record because they are paid via BACS and it is not integrated with E-tap. We have identified a number of donors with monthly recurr... -
Socials share for eTapestry donations
It would allow a donor to share details of a donation if they want to, in support of your event or campaign, on their social media page (eg Facebook, Twitter, Instagram). Everyone benefits. -
Add family to the Name format of a contact diy form
Current DIY forms only allow users to select individual or business, and do not include family. I believe that would be a very valuable feature for many nonprofits in their database management efforts -
Notification for Field Changes
A notification for changes to database structure would help organizations which need to allow such permissions to multiple persons. These notifications would be triggered any time a field is added, a value added to its picklist, or its picklist va... -
Would like to able to sort by last with the Account Summary Report
This report gives a lot of important information and it would be nice to be able to sort it alphabetically by last name instead of first name. -
Add a way to export Approaches to an Excel
Management > Click "Approaches" under "Donation Strategies" I would like a list of approaches in the database so we can review as a team and decide which ones to keep or discard. It would be easy to go through them if they can exported into an ... -
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... -
Preview snippet after subject in Advanced Mass emails
At the moment, recipient's inboxes show the snippet: "Having trouble viewing this email? View as web page" followed by the first line of text. Please can this have a configurable field of its own when creating an email template so that we can ente... -
Thank You Ideas
We created a "Thank You" video. It would be great if the video could play immediately after the donor gives instead of having to add it as a link in the "Thank You" letter. -
Donation not required for membership signup
At our organization there is no membership fee. We wish there was a way to remove the fund and payment from the membership signup form.
