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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
Reports/Queries
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4
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DIY Forms - find results in one place
I would find it useful if the results from DIY forms could all be found in one place. Currently I have to look at 3 different places to get all the info from the forms. Most of it gets emailed to me, but for a person's birthday, I need to look und...
Created 07 Dec 04:53 by Guest
DIY Forms
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3
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Add the non-deductible amount field to the "update existing transaction" option under the mass update tool
If you have a batch of event tickets that were purchased at a certain price point and enter the system as such, you can query for these transactions and then go in and do a mass update that marks a percentage of each amount as not tax-deductible, ...
Created 10 Jan 16:35 by Guest
Data Entry
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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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4
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Pease allow recurring donors to make their own changes to their gifts
Donors should absolutely have control over their own donations. Credit cards change all the time, and people change the amounts that they want to give. IT can be frustrating not to be able to make changes on one's own, and it's a bit disrespectful...
Created 18 Nov 19:04 by Guest
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Improvements relating to Custom Account Queries
Some system Reports allow the creation of a Custom Account Query from the Report results. It would be very useful to have this function for all Reports and Queries. This would allow a 'frozen' list of Account Numbers to be created from any Query o...
Created 02 Apr 09:09 by Robert Burch
Reports/Queries
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2
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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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2
Vote
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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2
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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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2
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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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