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Stop credit card updater from changing card data on historical pay-cash gifts
Currently when card details are updated by the CCU in BBMS, the changes are pushed through to all of the old pay-cash gifts associated with that card, as well as the Recurring Gift. This is incorrect and bad for data integrity, troubleshooting and...1
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Please fix tribute name field in NXT donation form
Please fix the tribute name field in NXT Forms to be two separate fields "First Name" and "Last Name" and make both of them required if the tribute option is chosen. We are having an issue where pet tributes are being automatically linked to pre-e...1 Reviewed: Voting Open
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Add custom field filters for Insight Designer
For Insight Builder to be a valuable tool across our organization, we need to be abe to filter both actions and constituents by custom fields.26 Reviewed: Voting Open
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Introduce a Solicitor/Fundraiser Type filter in Work Center
We have organized our fundraiser assignments by solicitor type - fundraisers are assigned constituents and each assignment is required to have a specific solicitor type. A fundraiser could be assigned to the same constituent for different projects...47 Reviewed: Voting Open
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NXT receipting - provide the ability for replacement receipts to be tracked automatically on individual gift records and provide search function on receipt history tab.
No description provided0
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RE NXT receipting - have receipt series prefix saved to gift record and visible in DB view just like receipt stack.
This will allow us to query on receipt series in DB view as we do with receipt stack. -
Anonymous Gift on Optimized Forms
The new Optimized form on Online Giving does not have an option for a donor to mark thier gift as anonymous. It is on the standard form, but donors would like to use that on the optimized form as well.0
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Gift List in RE NXT should include the column for Assigned Solicitor
We are finding that running constituent lists does't give us the information needed and then when we run gift lists it doesn't give us the the constituent information needed such as the assigned solicitor which would be a lot better for us. Not gi...3 Reviewed: Voting Open
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Being able to delete gifts added through NXT
I have noticed when adding gifts through an NXT batch if there is a mistake we can no longer delete the gift but have to 0 down. This needs to be made an option as we have some people with the same names5
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Provide option to include or exclude soft credits in donor retention dashboard
Every organization uses soft credits in a different way. In response to this, RE 7 has allowed full flexibility in all queries, exports and reports for determining when soft credits are included or excluded. We should have this option as well in N...34 Reviewed: Voting Open