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Looking for guidance or help with integration of eTapestry into FENXT.
Does anyone have experience with, or know if it's possible, to perform a mass update using something other than a query? Example, query run for a mailing, but not everyone on the list received the letter due to various reasons. We edited the list in Excel and performed the merge in Word directly as eTap is not conducive to…
Hello, In eTapestry, can one account have mulitple roles? Can an account be a constituent, Tribute and user? We have many accounts that fit all of these roles but currently have 3 seperate accounts.
Hi! How do I delete a gift record in Raiser's Edge NXT? We mistakenly created multiple gift records under one person for the same event. Going forward, what is the best way to record gifts that came in as part of an event? From the event page - or the individual record? (Before anyone asks, YES, we have a campaign set up,…
We are having a pickleball tournament. You will register a team of 2. Your only choice is to enter as ‘Advanced’ or ‘Intermediate’. So, I want to have an Event Registration page where you really can only buy 1 ticket, then you choose a radio button (or dropdown) to choose ‘Advanced’ or ‘Intermediate’. What would be the…
How do I apply a charge to a client record? I can't seem to get the screen that lets me check the relevant boxes to apply the charge to
Hi all, do we have any eTapestry users in Canada who would like to connect and share solutions to our unique needs? Please connect with me. I'm new to eTap and am hoping we can collaborate to create better functioning systems and overcome obstacles together. Thanks!
Hi everyone, This question is for my Canadian counterparts who use e-Tapestry. The set up my organization is using for the e-receipt acknowledgement emails is not CRA compliant. We have tried everything we can find to get the email to not include the text version of the electronic receipt but still attached the official…
Hi - what do others do as ‘best practice’ for opt outs, mailing/post particularly.
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