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Query for Email Last Modified Date
When getting the most out of our integration with Constant Contact, knowing when an email was last updated in eTapestry would be useful, for then knowing to update it in Constant Contact.0
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Soft Credit Report Fields for Transaction Count and Largest Gift Received
When you are running a report, there are fields like "received & soft credited amount" so it pulls the total of both added together for that donors record. But there is no such field for the largest gift received OR soft credited. A donor migh...0
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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...0
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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.0
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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.0
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Allow donors to edit recurring gift schedules in the donor login portal.
It would be great for our donors to be able to edit their payment method or update and information relating to their recurring gift schedules in the donor login portal without having to call the office to do so.1
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System Defined Field changes to update automatically on DIY forms already in use.
When we added a new country code today in System Defined Fields, we discovered that this change to the dropdown list of countries does not update to DIY forms currently in use unless the DIY is republished. As we use a large quantity of DIY forms...0
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Tax receipts - Basics
Your latest webinar on tax receipts was very confusing. A suggestion would be to have a tax receipt "basic", just looking at the steps to create year-end tax receipts. 1) how to complete the "text" portion of the receipt (i. e. under Communication...0
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Have an option to show upcoming calendar items or option to list by "due date"
Add an option to show upcoming calendar items - not just those that are complete or incomplete. It's too late once an item is marked incomplete because it's past the due date.0
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Attachments in Event Messages
Able to send event attachments, such as waivers, in a message that goes out to the employees that are attending the event.0