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Integration with iSAMS
Help us maintain date more accurately by integrating with iSAMS
Created 06 Mar 13:37 by Guest
Data Entry
0
1
Vote
Online Donation gives Soft Credit
It would be nice to have the ability to identify a "Soft Credit" constituent on an online donation form as a "hidden" field to the donor. We have scholarships that donors pick and donate to...we keep the scholarship as a constituent and would like...
Created 05 Mar 17:31 by Guest
DIY Forms
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2
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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...
Created 04 Mar 16:44 by Guest
Data Entry
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2
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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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3
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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 ...
Created 23 Feb 18:48 by Guest
Modules
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3
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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.
Created 23 Feb 16:55 by Guest
Data Entry
1
2
Vote
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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3
Vote
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...
Created 14 Feb 00:45 by Guest
Look and Feel
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2
Vote
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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1
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It would be helpful to be able to store cc information for Express Pay.
No description provided
Created 21 Feb 17:53 by Mary Jo OConnell
Data Entry
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