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tracking emails or mass communications by default
Hi Some of our staff forget to check the box to track communications. I am going on the assumption that more of us want to track that than not and then people who don't want to track it could change that setting. OR make it a system preference for...0
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Move Persona Type using Import or Mass Update
We have a constituent spreadsheet which has a column for Account Number and Persona Type, among others. These constituents currently have only one persona (Personal) and we would like to move them all to be another persona (Institution). We would ...0
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Allow gift to be changed to a pledge payment instead of having to delete it and reenter it as pledge payment instead.
It requires too much time to change the type of donation but having to write down all the items on a gift so you can then delete the gift and take the information you wrote down and reenter those details to make it a pledge payment instead of a gift.1
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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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Allow clickable links and graphics in Confirmation Page Success Message
On the Confirmation Page, we want to be able to redirect our donor to get involved in other ways. Would like to be able to add something like, "Click here to see what's happening this month at (charity name). Even better, being able to add a photo...0
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Edit Pledge Schedule Columns
It would be helpful if we could edit the Pledge Schedule columns for customizing letters. Currently, the language is a bit strong for many donors (Date Due, Amount Due, Payment Amount). We would love to be able to soften these headings with someth...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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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... -
Attach copy of correspondence to journal contact entry
When creating a correspondence, like thank you letters, it would be great if a copy of the letter could be attached to the journal entry.0