I would suggest adding a stop date fields to the custom pledge schedule. I would allow these pledges to then be automated processed. I would also add electronic fund transfer to the drop down list for automated processing so that organizations can...

Currently there are few options for customizing the format of templates for Word/PDF printing in the current version of the editor. Trying to create a professional looking letter with correctly sized images and properly marginalized text is not ve...

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...

Currently the only way to process payments using a DIY form is either a one time donation or a recurring gift. We have donors that make multi-year pledges and we would like to give them the ability to do that on our website using a DIY form so tha...

Business models change and sometimes we need the journal and complete information copied to accommodate the changes

Please add a "Clear Defaults" button for use when adding contacts in the journal. Since there is a button to "Set Defaults" there should be one to clear them as well. Thanks.

My organization takes checks and cash, but there's no way to mark them as a purchase for a specific item. That messes up transaction reports, queries, and communications.

We need to add businesses via online forms and now it takes extra work to do so.

Our Leadership Team often refer to eTap journal entries when discussing with donors of their giving. Because donors are able to cover fees recently, the "received" amount includes the fees. This has caused a lot of confusion with donors when they ...

Some of the ideas which say planned have been in the product for some time. There are a lot of duplicate ideas which should be merged. Product management should comment on the ideas.