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See constituent address while editing batch gift details
We assign a certain fund based on the donors address so being able to see the address while editing the gift is crucial for us. Right now, we have to open two screens on NXT and go back and forth.1 Reviewed: Voting Open
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Expand Filter options in Gift List
We identify Qualified Charitable Distributions (QCDs) through Gift Code: IRA, but Gift Code is not a filter option in RE NXT; therefore, I have to start with a static query, which doesn't meet our needs for identifying these gifts in real time.0
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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.0
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Add option to defaults for batching in RE NXT
the option for assign default values in batching is very valuable in RE7. With the volume of donation processing, it is not feasible to switch to gift processing in NXT until there are defaults available2
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Access or copy of e-receipts in RE NXT
For donor stewardship, we would like to have access to e-receipts issued through Raiser's Edge NXT. Similar to Luminate Online, we can access the PDF tax receipt to send directly to a donor if they are experiencing any difficulties. During tax sea...2
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Enable editing for gift receipt pdf template as a letter format
We do acknowledgements usually as Letters not as receipts and we want it to be in a letter format and edit as the way we want it, In Gifts Receipting section we see the PDF receipt template We prefer it to be more customized in a letter format tha...1
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Need to know the source where the donation originated
In Gift Batches I can see it was a credit card payment... would like to know if it was from our website or our Facebook page...0
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Database view Social Security Field needs to be in RE NXT webview.
Our organization uses the Social Security Field in webview to record employee numbers. The field has been modified for the 5 digit employee numbers. This functionality will be needed in RE NXT Webview (when database view is discontinued) because i...0
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In webview batch need to have default option we can set to add a gift subtype when batch is created as well as change acknowlegements and receipt options
we use gift subtypes for all out gift entry for instance for recurring batch in webview we have to have a subtype so once we approve a batch I have to run a global change to add the subtype and make acknowledgements do not acknowledge and recepts ...0
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Gift receipting PDF receipt templates need to have more template options.
The email receipt template allows you to edit many options. However, the pdf receipt template only allows you to edit the main message. The pdf is encrypted so no changes are allowed to be made if it is saved. We need the pdf option to be able to ...0