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Appeal Performance Analysis with Donor Details
Appeal Report with donor details. This was in the idea bank in June, and now it's missing. Run a daily/weekly/monthly Appeal report that not only breaks down the gifts made to each appeal but also shows the donors who gave to each of those appeals...0
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For online credit card donations, a specific letter is automatically sent to donor that aligns with the specific donation type selected
For automated emails to donors who make an online donation, you can only send one type of thank you letter. We have donors who donate in memory of, for our annual fundraiser, etc. This would allow the system to read the type of donation selected a...1
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eTapestry Attachment Report - name and file size
In order to keep our database clean, we need a report that allows us to review a list (preferably with links to the account) that shows Journal Attachments including file name and size of attachment. Some previous staff literally upload everything...1
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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...12
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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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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 ... -
Had a mobile card reader solution, that would capture the name, and the email address, and automatically enter the donation in eTapestry.
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