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Add fields to web view validation reports
Adding the fund to a web view validation report would be helpful as this is needed for our business office. Currently we manually write the fund for each constituent.0
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Auto-generate receipts for monthly gifts
We have hundreds of monthly donors and a number of them would like to have monthly receipts of their gifts. As a donor to another organization, I know this is possible on other platforms because I get a receipt monthly for my gift via email. Perha...3 Reviewed: Voting Open
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Make payment method table customisable
Please make the gift payment method table customisable, or at least add Apple Pay and Google Pay. We currently have to record this as a gift attribute, which is extremely frustrating and adds extra data entry points.4
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Gift deletion in RE NXT
A colleague had entered a gift by mistake in RE NXT and the gift she entered could not be deleted in web view or database view. The only thing that can be adjusted in the gift record is the amount.1
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Customizable PDF Receipts
It would be nice if we could customize PDF receipts so that we can add branding to physical receipts.1
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Gift batch fields available in NXT view
We use gift batches to control not only gift entry but acknowledgement letters as well. We use 30+ fields, many of them are defaulted, when entering gifts. If I use the web-view batch function I would then need to open each gift in NXT-view and ho...3
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Allow user to edit Gift Subtype in web view
We need to be able to edit the Gift Subtype on a gift record in web-view. Why is it we can edit something as vital as Gift Amount, but not Gift Subtype??4
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Ability to add the appeal and subtype columns to the giving history tile
When you are trying to quickly review a constituent's gift history, it would be nice to see the appeal and gift subtype in addition to the fund, amount and date and type0
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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
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Add Gift ID to column options
Gift ID should be added to column option so that we can sort, filter and reconcile gifts in a list.3 Reviewed: Voting Open