-
For Canadian users, in the E-store allow a check box when you want to taxes to apply to a certain item.
For not for profits we need to add taxes to certain items. It would be nice to check off a box for an E-store item where taxes need to apply. You can have a box where you can type in your province tax. ie. (0.13) for 13%. This could be charged as ... -
auto mass delete of relationships and journal entries upon "Delete Role" function
I'd think it would be a good idea if the "Delete Role" function automagically removed all relationships and journal entries since we're told to do that prior to a Delete Role anyway. Should be a relatively easy programming feat. Otherwise so time ... -
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. -
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... -
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... -
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... -
Target or Tag certain accounts
If there was a way for a user to tag or target certain accounts to ensure contact is being made to strength relationships. For example, I want to be able to pull up a list of 50 'tagged' accounts to ensure they are being connected with and see the...
