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Overdue Pledge Tag Include Soft Credit
Idea Bank '182' apparently accounted for soft credits with tags of 'lapsing', 'lost', etc. But we need soft credits to also apply to the "Overdue Pledge" tag when a constituent gets marked deceased. Otherwise we have to move the pledge hard credit...
Created 10 Oct 16:49 by Matt Haynes
Gifts
0
Reviewed: Voting Open
3
Vote
Custom Fields Number Format
We have a attribute for gifts that is a four digit number for fiscal year, mostly to track those gifts that are mailed at the end of December but we don't receive them until January. Depending on the postage date we try to enter the gift so it wil...
Created 19 Oct 19:00 by Matthew Nareff
Gifts
0
Reviewed: Voting Open
3
Vote
recognition name at gift level
it is important to be able to add a recognition name for a gift...not just at the constituent or org level. This functionality is in etap....shouldn't it also be in RE?
Created 02 Oct 23:55 by Guest
Gifts
0
Reviewed: Voting Open
3
Vote
Add phone number field to the e-mail receipt form following the address lines
Follow-up to thank a donor requires a phone call ASAP after receiving notification of a new donation. Having the phone number on the receipt saves time and effort spent on searching for it in the donor's record. Many times, the phone number may no...
Created 25 Sep 18:57 by Guest
Gifts
0
Reviewed: Voting Open
3
Vote
Add Gotham Bold, Gotham Book and Klint Pro Bold Condensed to Word Letters
We are hosted by Blackbaud and we can not use our organization's font when creating ackn. letters in configuration. Please add the following fonts: Gotham Bold Gotham Book Klint Pro Bold Condensed Or, allow us to download the font for the versi...
Created 18 Sep 22:28 by Guest
Gifts
0
Reviewed: Voting Open
1
Vote
Make "email confirmation" button stand out from other fields
It's small but helpful: please design the "email confirmation" button in a way that it doesn't look like a text field. Perhaps shaded grey, a thicker line, or drop shadow? I spend way too much time looking for where to find this feature.
Created 28 Sep 13:44 by Kristin Eggen
Gifts
0
Reviewed: Voting Open
3
Vote
Option to Export Donation Transaction History from OLX
Being able to view transaction history in OLX is great, but it would be greater if that transaction history had an option to export it in Excel. Query is great, but it takes a bit of time, while exporting it directly from OLX would be much faster ...
Created 09 Aug 19:20 by Guest
Gifts
0
Reviewed: Voting Open
1
Vote
Donation Designer Easy Edits
It would be great to have the donation email template accessible to edit from the "Issue Receipt" Function. This would make editing a grant acknowledgement template much easier. At this time we have to edit the template than go back to the foundat...
Created 12 Sep 20:31 by Guest
Gifts
0
Reviewed: Voting Open
2
Vote
Add FundID to NXT batch forms
As an institution with hundreds of funds, it would be extremely helpful if the FundID was added to the NXT batch form. This would make reconciling much easier.
Created 11 Feb 15:46 by Michele Steiner
Gifts
0
Reviewed: Voting Open
2
Vote
See percentage breakdown of gifts
In gifts under a donor, it would be AWESOME to be able to see the percentage breakdown of where a donor's gifts go (i.e., 10% to Athletics, 25% Annual Fund, 65% scholarships)
Created 03 Feb 20:36 by Candice Chinsethagid
Gifts
0
Reviewed: Voting Open
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