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I am a new etapestry admin for our small non profit. I read (knowledgebase) that tribute accounts can be added to a ...
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Karen Tuecke
4d
In the account settings, this just adds a tribute role... much like you as the admin and having the admin or user ...
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84
Is there anyone else who is a Blackbaud customer who believes the recent arbitrary Payment Enablement Fee is a ...
Unanswered
Absolutely agree that this came out of nowhere after my budget had been sent. For the first time in 15 years I will ...
More - the bill states that it's a monthly fee billed annually but the $450 only cover 4/5 thr
u 12/31. HMMM what does ...
u 12/31. HMMM what does ...
Hello everyone - I just read my initial email that this is $50 a month. What are we getting for this additional fee ...
I am waiting for a call back from Blackbaud. This fee is not in our budget. Also, the representative that I spoke with ...
We are also in the same exact situation. This will cause big ripples as I have people on the board who have questioned ...
Bob Richard
7d
Our bill is the same. I believe this is the same bill all received. Like many, we feel this is a violation of our ...
Absolutely - we've been customers for 15 years now.
Bob Richard
7d
I have received a resolution. If interested please call my organization at 217-444-1044.
were you able to get Blackbaud to eliminate the charge?
Our organization does not even use the Payment Services of Blackbaud (because we felt they were not as good as what ...
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19
What is the best way to query constituents who have only given 1 gift and to a specific fund? I don't want to include ...
Unanswered
Tara Dustrude
12d
Hey Spencer!
I think this will probably take a total of 4 queries but each one should be fairly simple. The logic here ...
I think this will probably take a total of 4 queries but each one should be fairly simple. The logic here ...
Karen Tuecke
4d
This is fantastic Tara Dustrude . Thank you!!
Tara,
Thank you for all of your thought into this reply. I am wondering if my post is in the wrong section. I was ...
Thank you for all of your thought into this reply. I am wondering if my post is in the wrong section. I was ...
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15
Hello, When we create a soft credit as a stand-alone receivable in eTapestry, there is no corresponding option to ...
Unanswered
Stacy Evans
12d
So, I'm assuming that you have only eTapestry and not Raiser's Edge. Can you export the list to excel? I don't know ...
Karen Tuecke
4d
David FultonBeale , when you run your query on gifts received, you could place a checkmark next to the soft credit ...
Karen Tuecke
4d
David FultonBeale Lastly, to run a report, use the same query, but run it in a report.
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38
Anyone using the Constant Contact Integration with eTapestry? I am trying to decide if it is worth it for us to ...
Unanswered
Valerie Jensen
17d
Hi Sandy,
We use CC with our eTap. I do run the integration database comparison every few months. The comparison ...
We use CC with our eTap. I do run the integration database comparison every few months. The comparison ...
Sandy Sloan
17d
Thank you Valerie!
I am not quite at compound queries yet but will keep this for future reference. Sounds like many ...
I am not quite at compound queries yet but will keep this for future reference. Sounds like many ...
Valerie Jensen
17d
Sandy,
If you do decide to switch to CC and need any help with the integration or creating a querie(s), please let me ...
If you do decide to switch to CC and need any help with the integration or creating a querie(s), please let me ...
Sandy Sloan
16d
Thank you! I appreciate your offer and will reach out if I need assistance!!
Have a great weekend!
Have a great weekend!
Aryeh Borsuk
12d
Do you segment your list in any way? If so, how do you track the segments in etap and do those segments get exported to ...
Valerie Jensen
12d
We do have segments in eTapestry. We use User Defined Fields to track these segments. We have Major Donors, ...
Sandy Sloan
4d
We segment a little, but the goal is to better segment lists for better constituent communcation.
thanks!
thanks!
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12
When receiving donations via credit card, does your organization use the transaction date as the gift date or the ...
Unanswered
Huh. Good question. We've always used the transaction date, but I have no idea why. Open to new ideas.
Tara Dustrude
18d
I would expect most organizations use the Transaction Date as the Gift Date since that's when the donor should see ...
Karen Tuecke
4d
Sheila Wortham , we use the transaction date as the gift day, but have a field we use in the gift entry area that we ...
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Does anyone have experience with the importing option for QuickBooks NP Edition? On our end when we import it ...
Unanswered
Daniel Gillogly
17d
Not sure what you are you are referring to vendor area
In our QuickBooks we don't really have Donors separate from ...
In our QuickBooks we don't really have Donors separate from ...
Karen Tuecke
13d
Do you have the desktop and nonprofit version, Daniel Gillogly ?
Karen Tuecke
4d
Daniel Gillogly we do not keep donors separate either, but there is a way. We are trying to figure that out right now ...
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Wondering if anyone has found a way to make sub-categories in a UDF. We use NAICS codes to categorize businesses by ...
Unanswered
Karen Tuecke
4d
Julia Wojnar when you add a UDF, you can then add a New Field. This would then be a sub category. You can then take this ...
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I'm trying to pull a query of every donor who's donated a total gift amount of $10,000 or more and it's being ...
Unanswered
Heather MacKenzie
Mar '21
If you haven't already taken a look at your soft credit options (and you use soft credits) in the query options under ...
Robert Burch
27d
Attached is a Query which works for us. Hope this is helpful.
Robert
Robert
2
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I am trying to use the Cash Sale option for QuickBooks export The export is putting “Fund Name” in the TAXABLE ...
Unanswered
Karen Tuecke
26d
I have not had this issue so unfortunately I am unable to help you... but I have another issue that maybe you can help ...
Ryan Brown
24d
Thanks for the question Dan!
That sounds like a frustrating glitch that Quickbooks isn't addressing. However, ...
That sounds like a frustrating glitch that Quickbooks isn't addressing. However, ...
