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Donor Preferred Contact Method Checkbox Next to Method in Persona
It would be great to be able to click a box next to email, phone, text or mailing address for a donor's preferred method of contact. Communications must be more and more individualized, and this would help facilitate this. This would be different ...0
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...allowed subfolders in query and report category lists?
We have lots of eTapestry users, and thus lots of categories of queries and reports. And, many categories have 50-100 queries or reports within them. It would be great if there were a sub-category structure (analogous to folders in Word) so users ...13
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compound queries could add or subtract more than one query at a time
I have a suggestion regarding new compound queries, and to explain it, I will give you one example of many that I deal with regularly. Recently I created a mailing list built upon a set of queries where I first had to single out ten different gr...10
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SOFT CREDIT REPORT
No description provided1
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Allow opt outs on various email lists rather than one opt out for all organizational emails
Currently if someone wants to opt out of advanced email they get removed from all of our mass emails. We would like for them to be able to just opt out of a particular email blast rather than all correspondence.22 No Plans to Change at This Time
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Integrate Email to new Outlook
Please, please consider updating the Outlook integration. It does not work for the most current Outlook version. This is my biggest issue with the CRM. I want to be able to automatically add email communications through Outlook into the Journals.0
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Create a widget that combines totals for payments made to more than one fund by a company/person
in our Monthly Pledge Reminders, we include the amount of last payment. There isn't a widget that will total all of the payments made on the same date to different funds. As it is now, we have to create a letter for each fund or review each letter...0
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Allowed greater flexibility in creating thank you letter templates
It's great that you can create templates and send thank you letters out of eTapestry, but it's very difficult to move around blocks to exactly where you want them. If you want to put in a picture or a giving level box, it's impossible to place the...3
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allow updating expiration dates on credit cards without entering the card number over again
Donors with recurring credit card gifts need to update their expiration dates. Currently, there is no way in etapestry to just update a credit card expiration date on an existing autoprocess gift. You have to enter the donor's card information all...7 No Plans to Change at This Time
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automatically email a receipt to donors for recurring credit card / eft gifts
Either within etapestry, or by passing a donor's email through to Sage, etc. using the API, it would be really nice if automatic email receipts could be sent to donors with a recurring credit card or EFT donation each time their card/bank account ...