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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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See overdue pledges from tag
You give us a tag that a pledge is overdue but then the constituent window does not show pledge balances. If you open the "work with gifts" you can see pledge balances but if a person has multiple pledges you can't tell which is overdue. There rea...2 Reviewed: Voting Open
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Establish Filters for Receipt Series to Generate Audit Document - Canada, Tax Receipts
Add filters to the list of receipts under Gift Receipting - Receipt Series. If we need to produce an audit document for any gift receipted, there is no way to filter to the one we're looking for. Using the pagination at the bottom is slow and tedi...0
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Terminate sustaining gift after 4 months of failures
I have sustaining gifts that have failed for the last 5-6 months. I want NXT to terminate those gifts once 4 months have gone by since the gift was last processed successfully.0
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Search by appeal ID in gift list in NXT
I need to search by appeal ID in gift list in NXT ( the same for fund and campaign)1
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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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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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Custom Fields on Main Donation Page to appear on notification email that is received when donors make a submission on my RENXT forms
We don't use the Tribute field; instead, we use Custom Fields. Currently, we have to approve the batch and go into each gift to check if it was made in honor or memory of someone. It would be great to be alerted in the notification email by having...0
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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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Allow cash gifts to be linked to a planned gift on another record as realised revenue
This is a commonly discussed issue across BB forums - we need to place the cash received on the individual / organisation that paid us the money, however we need to apply this money as realised revenue against a planned gift. As the person with th...0