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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 'wire transfer' and other types of payment methods in Web View
add wire transfer and stock transfer, ACH, and other commonly used payment methods in the payment methods dropdown it makes no sense that in the web view - you can access tables > payment methods and see all these great payment methods that are...2
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Add column options for Appeal code, Batch number, and Payment method the Gift receipting "Not receipted" list in web view
When NXT gift receipting was originally rolled out, we had the ability to select which columns to view in the "not receipted" tab, similar to other gift lists. But a recent update removed this ability, and we made heavy use of some of those column...8
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Allow moving of gifts from organization to individual and vice versa
So, I was very excited about the moving gifts feature recently released in NXT, only to discover that I cannot move a gift from an organization to an individual. The bulk of our "errors" this way are just that. It gets entered under the constituen...4
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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
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Make Active Recurring Gifts and Pledges more obvious on Constituent Records
We love the new Giving History pane in RE NXT, and it does make it easier to work with gifts. We have a very active Regular Giving program and make extensive use of the Pledge functionality as well. In Database View we can make use of the Legend o...1 Reviewed: Voting Open
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One batch for all gifts in Gift Management for NXT Donation Forms
It would be helpful if all the gifts generated through Donation Forms would come into Gift Management in one batch regardless of payment method. Since the disbursements are through BBMS the amount to reconcile to is the total on disbursement date....0 Reviewed: Voting Open
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Allow the ability to move gifts between individual and organization records in NXT
The ability to move gifts between individual records in NXT is great, but we should also be able to move them between individual and organizational records as sometimes web gifts come in from a person on behalf of a company, and we need to move th...2
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Show the Actual/Real Gift Type (and some other comments on Gift Records)
It's frustrating to look up a Gift in NXT and then remember that I have to go to RE:7 to see what the Gift Type is (which is what I suspect is preventing the Gift from appearing in my report). Leaving "Pledge", "Pledge Payment", etc. in the header...2 Reviewed: Voting Open
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Pledge Entries
We have Hundreds of pledges a month - that we bill. It would be nice if RE NXT had a feature - or add a gift type- called Pledge - so we can enter it in NXT. Now I have to consistently use both the web RE and RE NXT.... adds time to my work3