-
Add a new Summary Field to include Last Soft Credit Amount & Date of Last Soft Credit.
When reviewing donor reports, we would like to see the Life Time Gifts and Soft Credits combined (Total Lifetime Gifts + Softcredits) and know the date that the individual or their business gave their last gift or soft credit whichever is most rec...3 Already Works That Way.
-
would provide an easy way to retry declined credit card transactions.
Right now you either have to reenter all the credit card information (provided you saved a paper or electronic copy - not a good practice) into eTapestry to try again, or go to your merchant account services provides virtual terminal, and reproces...1 Already Works That Way.
-
Adding Frequency in a Query Search
Users need to be to run queries by being able to specifically select recurring gift frequency, monthly, quarterly, etc. for recurring gift donors. For example, I need to see a report with only monthly recurring gift donors. At the moment, I have t...1 Already Works That Way.
-
Recurring In Kind donations
We would love to be able to create recurring In Kind donations, but since there needs to be a transaction associated with recurring gifts, this is not possible. Can this be developed (I am sure that is an easy adjustment) and added to eTap. It wou...1 Already Works That Way.
-
Option to create a donation page in eTap that is solely to solicit monthly donations.
I'm wondering if there is a way to create a donation page in eTap that is solely to solicit monthly donations1 Already Works That Way.
-
Allow import of Persona and Account information WITHOUT updating names
This used to be possible when you assigned something like "ID number" as a key, but I just found out it no longer is. You used to be able to update things like Addresses, Persona UDFs, emails, etc, in bulk through import. Now, with the update, the...3 Already Works That Way.
-
Imports to mass interaction with mapping to more fields than just account number
This can already be done with contacts and notes, but would allow us to record more detail in mass interactions, which would create more consistency in our reporting1 Already Works That Way.
-
offered a user forum!
Often I have questions about how to do a certain process in eTapestry and I think it would be super helpful to be able to talk with other eTapestry users in a forum or listserv to get their thoughts on how they approach that issue.1 Already Works That Way.
-
I would love to see some eTapestry Wordpress Plugins and Widgets
I would love to incorporate donation and engagement-focused widgets throughout the website I'm redesigning in Wordpress for a local charity.1 Already Works That Way.
-
I would like to have the capability of having a sort of "to-do" list where entries can be made on a calendar. Sort of a pop-up as I woud go into E-Tap for that list of tasks on any given day. Thank you for your consideration!! This would be incrediby helpful to myself and my team.
No description provided2 Already Works That Way.