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Mass Import Disbursements
We have a lot of grants we give out and would like to track them in eTapestry. The way we would do that is by tracking "Disbursements". As of right now, there is not a way to import disbursements. This would be a major time saver. -
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... -
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. -
Be able to have non-tax receipt numbers that are numbered differently from tax receipt numbers
Have non-tax receipt numbers so we can do a query and find these type of journal entries. -
Address finder notification in Journal entries for all findings
The Address Finder function was run last night on my account and I noticed that there was no journal entries for invalid addresses or moved and can't find address categories. Standardized addresses and Updated addresses did have a journal entry. I... -
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. -
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... -
Create a calendar feature to allow participants to visualize when events are occurring and can purchase tickets by clicking on the event on the specific day on the calendar.
My organization (The Land Conservancy for Southern Chester County) hosts many events and programs year-round that require online registration through etapestry. A calendar feature would make registration much more streamlined(compared to a long li... -
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. -
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...
