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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...Reviewed: Voting Open
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Custom ask amounts so we can track ask vs actual gifts
No description providedReviewed: Voting Open
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List filter Auto and Manual RGs and Pledges. Similar tag in Insights.
For reporting and monitoring gifts.Reviewed: Voting Open
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Add "Class" dropdown field from FE General Ledger journal entry to gift records in RE for integration
We currently have FE/RE integration (RE NXT) and are would like the dropdown field "Class" from journal entries in Financial Edge's general ledger as a field in gift records in Raisers Edge in order for this field to also move to journal entry whe...Reviewed: Voting Open
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Immediately Process Direct Debits in OLX
It would be nice if OLX could process direct debits immediately like it does credit cards. We find that donors are putting in the wrong routing/account numbers but we don't know until we process a batch, thus losing that donation. The likelihood o...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 thanksReviewed: Voting Open
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Un-check Send Mail when creating new preferred address from online giving form.
When an address is added from an online giving form via batch to an existing RE record, the new address becomes preferred and Send Mail is checked. The previous address is set to Alternate but Send Mail remains checked. This should be unchecked as...Reviewed: Voting Open
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Lifetime Giving - Soft Credit Filtering By Gift Type
For Lifetime Giving Amounts within Web View, I found that we are unable to restrict certain gift types from being an option to be a soft credit gift. We would love for pledge payments to not count towards lifetime giving for soft credit recipients...Reviewed: Voting Open
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Fundraiser update via merge in NXT
to be able to get Fundraiser assigned status updated while mergeReviewed: Voting Open
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Previous gift option in query
there is a last gift output option for our acknowledgment query, but it is the gift we are writing the letter thanking the donor for. We are needing the one before that, so we can reference it in the letter if needed.Reviewed: Voting Open