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Add option to merge-in billing address in NXT donation confirmation email
We can currently merge-in names and gift details, but not the billing address. The billing address is very helpful to have included in the confirmation email. This option is available in Online Express and it is very useful. It allows us to quickl...0 Reviewed: Voting Open
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Currently soft credits on a pledge gift do not carry over to the payments. You must still enter the soft credit recipients onto the payments
I assume this would help everyone so you don't have to complete this action twice0 Reviewed: Voting Open
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Add FY Totals to the Giving Section of a Profile
I'd like to see Giving Totals for FYTD and if possible FY totals for the last 3 years to gauge whether a donor's gifts are increasing or dropping. Currently I have to add this up manually for each donor, which is time consuming and frustrating. Wo...0 Reviewed: Voting Open
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Adjusted Gift Report - add info about an adjusted appeal to the report
The Report assumes that the only thing you are adjusting about a gift is the fund, but you can also change the appeal. That information should be included on the report output.0 Reviewed: Voting Open
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When adding a credit card payment using New Gift in NXT webview, should be able to create a membership receipt
Currently the receipt says Donor/Donation. This is not appropriate language for a membership payment.0 Reviewed: Voting Open
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Raiders Edge Imports have a specific ID to be able to post by import into Financial Edge
We recently begun to use imports for our appeals. Previously we created batches and keyed in the gifts. When posting from RE to FE the batches came in separately and matched up to the deposits that went to the bank. It was easy to reconcile the ba...0 Reviewed: Voting Open
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DB Query and NXT List able to check for auto or manual RG.
Reporting and examine gifts to be migrated to auto.0 Reviewed: Voting Open
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Function to bulk migrate RG and Pledges to Automatic charging from Manual.
Data migration for multiple existing gifts, and imported RG and Pledges from other platforms. -
we would like to be able to convert our gifting > fund > field to a pull down option
many of our staff aren't familiar with our codes, so having the benefit of a pull down option would expedite their work.0 Reviewed: Voting Open
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Truly Automate - Automatic Reoccurring Manual Payments
Please automate the automatic reoccurring payments so we do not have to go back and resubmit a batch to record them thanks0 Reviewed: Voting Open