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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
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Unable to modify NXT batch in Database view.
When a batch is approved and opened in Database view the batch is "locked" and you cannot modify the columns, make changes or adjustments. You need to go to EACH gift record and make modifications/changes. if it is a large batch this is time consu...1
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Add "other" option for fund on NXT Donation Designer Form
Donors should be able to type a designation for their gift if they do not want the default, without us having to check all possible funds for them to choose from (literally hundreds). This option is available in OE version of the donation form, bu...2
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Allow open batches from webview to be viewed in database view
Currently, gift batches from the webview are only visible in the database view once they are "approved" or committed. It would be very useful to our gift entry team to be able to view open batches from the webview in the database view as well. The...5 Will not implement
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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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The ability to delete gifts added in web view
Right now gifts added in web view can't be deleted. For example if you enter a gift and the person has stopped payment on the check and is sending a new one, you can't delete the original gift. You should be able to add or delete any gifts you want.2
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Copy Gift receipt templates
It would be useful if the default template could be copied and used as a template when creating additional ereceipt templates. This would save time with information that does not change between templates.1
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Customize Tax Receipts via Gift Details
There should be an option to add/remove information on the gift details. Ie for the "funds" we should be able to remove this. I am aware that a lot of these are set-up in terms of compliance with the regions donation rules.1 Reviewed: Voting Open
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Add Validation and Control report options through NXT Batching of Gifts
Making these reports available in NXT as we are bacthing would make it so we are relying less on the database version of everything in my opinion. But most agencies financial departments either need or want these reports for their peace of mind an...0
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Add ability to pull a query for all gifts that failed due to a hardreject, credit card issue
When recurring gifts come in through our website, some come in as $0.00 and there's this in the comment section: "HardReject: Please call the number on the back of your card. Your bank requested that we do not honor this card." We would like the a...0 Reviewed: Voting Open