Make the gift type table editable.

The current gift type list in eTap is not comprehensive. For example we'd like to add Direct Deposit. Please consider allowing users to add gift types to this list on a future update. Thanks.

  • Guest
  • Jan 31 2016
  • No Plans to Change at This Time
  • Attach files
  • Amy Britt commented
    12 Mar 12:51

    I am looking for a way to enter offline gifts that come through Square at our benefit. It would be great to be able to add a Square option to Venmo and Paypal in Gift Type: Payment Services.

  • Guest commented
    August 09, 2022 10:13

    eTap. Please allow us to add alternative vendors to the drop down box under Payment Types. The option of adding another field in Defined Fields is cumbersome and time-consuming. Please allow us to add appropriate fields to Gift types - this isn't a one-size-fits-all subject and you're in danger of it being this-size-fits-nobody!!

  • Robert Burch commented
    September 02, 2020 13:54

    We have five eTap systems in different countries and only use this field in the USA. For every other country we default the field to CASH and use a mandatory UDF for the gift type. It is a pain but works. Why, eTap cannot allow additional values for Gift Type is beyond me.

  • Guest commented
    July 24, 2019 20:16

    We'd like to see a Gift Type of "Mutual Funds" in addition to Stocks or Bonds.  

  • Eleysa Richards commented
    October 03, 2018 17:24

    At least if there were an "Other" option it would signal to the user to look under the UDF for additional gift types.  With so many employer matching options (Benevity is common) plus Facebook fundraisers, Amazon Smile, and similar programs gaining popularity, it is ESSENTIAL that this additional gift types be easy to track.  The current way is extremely cumbersome and not at all intuitive for use.  As others have mentioned, we are being required to incorrectly label donations and remember to go back and correct each one manually when we try to pull reports (or pull multiple reports).  Extraordinarily inefficient.

  • Kat Green commented
    May 29, 2018 13:27

    Another vote/request for having the ability to add Gift Types, or at least an 'Other' option - please!!!

  • Rebecca Gelinas commented
    May 24, 2017 14:25

    I don't understand why you can't add a gift type of "Other" at least, as Raiser's Edge has. Your solution now is to use a "Cash" gift type and a UDF for the alternate pay method. That's a really bad practice in my opinion, since the "Cash" type should really be for actual CASH. Having something like "Other" at least makes it clear to the user that they need to look at the UDF for more information.  Using "Cash" can lead the user to believe that it was an actual cash transaction. I truly hope you reconsider this; the way people make payments is changing and we all need to keep up with it.

  • Guest commented
    December 09, 2016 01:42

    Eg compare charities using Gift Type = Bonds to those who would like to use Gift Type = PayPal. 

  • Guest commented
    December 09, 2016 01:40

    Please reconsider this. PayPal is a growing payment source and we also use square. The org should be able to define what our most common/useful gift types are for reporting, rather than having to set up UDFs elsewhere. It seems unnecessarily limiting and time-consuming to have Gift Types we don't use and not be able to add Gift Types we use regularly.  

  • Guest commented
    August 31, 2016 17:28

    I don't understand why you can't "unlock" this feature to allow organizations to customize the gift types.  

  • Anastasiya Uzhva commented
    July 07, 2016 13:23

    Yes, same here. We have to run different reports/ queries because we have to incorrectly label Paypal and Bill any transactions. Having additional UDF's which can easily be added to the gift types creates a lot of extra data entry work. 

  • Guest commented
    May 20, 2016 18:32

    It would great for our organization if "trade" was a "gift type" option.  Thank you!

  • Guest commented
    March 01, 2016 17:49

    Need to add ability to create new Gift Types.  We are getting more and more payments via Square and PayPal and we need to be able to track these. The workaround of using Defined Fields is unreliable since the user has to remember to go there.

  • Mike Rusche commented
    February 22, 2016 18:50

    Thanks for the suggestion, but we have no current or future plans on changing this.  Additional gift types could be tracked via User Defined Fields.