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transfer journal entry to another account
anyone that enters a gift and needs to reclass that gift to a soft credit could benefit from being able to transfer the gift to the person who's owed an acknowledgement or receipt0
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Automatic email uploads using a unique email address per user for single direct emailing from work email account
In order to use ETap as a CRM that helps cultivate relationships with investors, it would be helpful to automatically upload emails to an investors account by blind carbon copying a unique email address that automatically takes the email and uploa...0
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Allow participants to download past contacts with donation and role info
Currently, teamraiser participants can see past donors, team members, etc. in their participant center, but they cannot see what role they played in past events. In other words, past donors, team members, etc are all grouped together in "contacts"...0
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Account name - Exp. management approval
It would be useful when approving invoice requests in Expense Management to see not only the account number, but also the account NAME. we have a general category and the user selects the right account. I don't have numbers memorized so having the...0
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Add Start Date to DIY Forms for One-Time or Recurring Gifts
The current issue is with expiring credit cards. We either have to manually collect updated card info from donors and re-enter the data in their records or we have to wait till the credit card donation is rejected before asking them to fill out a ...0
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Stop using cookies for end users in BBIS/NetCommunity
We don't use cookies in any of our customizations. But we have to put a lot of effort into "do you accept cookies" notices for GDPR compliance. If BBIS didn't use cookies, then we could do away with that on our site. It would be fine if cookies we...0
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Ability to add or change format of EDH donation receipt that donors receive.
Our organization would LOVE to add thank you words to the donor receipt that supporters receive from EDH pages. Showing appreciation for donating (all in one email) not just a tax receipt :) :)0
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Add the ability to do one-time EFT's through Accounts Receivable
Per Support, you have to use the Automatic Payments function in AR in order to create an EFT file. The automatic payments function is for recurring payments not one-time payments.0
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Allow User-Defined Business Rules to be Surfaced to NXT in Alerts
We have been using User-defined business to highlight certain attributes of a Constituent record when users open up these records. e.g. This is a Board Member ....0
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Reinstate ability to test DIY forms so credit card processing system will accept fake credit card number to verify accuracy of online DIY forms and subsequent auto-update of data base
We used to be able to test new DIY forms using test/fake credit card so we could see if transaction successfully processed and data base was updated with correct fields. New DIY update to etap in June prevents using fake credit card. Any user who ...0