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Need column for Batch Number in gift receipting
We send gift receipts by batch number. It would be helpful to be able to see the individual gifts batch number in gift receipting to be able to choose which ones to send0
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RE NXT Receipt Series and RE7 Receipt Stack
BB recently released Receipt Series in the web views to help canadian charites manage their unique receipting requirements, but the Receipt Series values don't get saved down to the Receipt Stack (or any other location that I can see) in the RE7 d...4
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Ability to edit constituent on Planned Gift
All gifts besides the Planned Gift type can be moved to a different constituent. Extend this feature to planned gifts0
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Process payments to recurring gifts or pledges made by check in NXT gift batches
We need to be able to apply the payment to existing pledges/recurring gifts via NXT batch. When the name of a person with a recurring gift or pledge is entered into the NXT gift batch there should be a pop-up asking if we want to apply this gift t...1
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Credit Card Updater report in Merchant Services
Add search and export capabilities. Also, dupe entries are included in the report. This could be a very useful tool for us, but having to scroll through the list with only 10 rows per screenload is not useful.0
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Allow RENXT gift transaction ID to push into the gift record in database view
It looks like Luminate Online gift transaction IDs (which are pushed into RE database view as gift attributes) do NOT push into web-view, nor do web-view gift transaction IDs push into database view. This essentially makes RENXT gift management a ...0
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Add list filter for gifts with pledge balance
We'd like to be able to see a list of all pledges that are unpaid - whether they are overdue or now. Right now it only allows us to see a list of overdue pledges.8 Reviewed: Voting Open
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Add ability to update entire batch at once of automated recurring gifts before approving in NXT.
We need the ability to globally update items such as GL Post Date, Letter Code, Campaign, Appeal in an automated recurring gift batch without having to go into each gift separately to update these items.3
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Pledge write-offs should show separate from Pledge payments
When you view a constituent's pledge, while working with gifts, a write off displays in the "Payments Made" section. This is inaccurate! Can there be three columns in this section? Payments made/Write offs/Pledge Balance This would give a true pic...2 Reviewed: Voting Open
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Add "Fund(s)" as a merge field on donation form confirmation emails and notifications in web view
Hello - we would like the ability to see which fund was donated to on the notifications from donation forms in NXT. Additionally, we would like funds to be an optional merge field on the receipt, so that the donor will receive a receipt that reads...3 Reviewed: Voting Open