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RE NXT receipting - have receipt series prefix saved to gift record and visible in DB view just like receipt stack.
This will allow us to query on receipt series in DB view as we do with receipt stack.0
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Printable Giving Record for Constituent
NXT looks so nice and crisp compared to the database view. It would be great to have an option to print out a constituent's giving history in an aesthetically pleasing format. For example: First gift date, largest gift, latest gift, total giving h...19 Reviewed: Voting Open
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Allow us the freedom to delete gifts in NXT.
Sometimes things happen. We need the freedom to decide what is best for our database and not have our hands tied to what you think is best. We pay enough for the program, we should not be told how to use it too.4
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Show Pledge Reminders in NXT (like DBV)
NXT should show when pledge reminders are sent, just like they're added to the DBV when sent. They should just automatically appear in NXT.0
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Raiser Edge Upload Checks
If I have a deposit of 20 checks, there should be a way to upload the checks, bank statements or some kind of connection to our bank to pull the gift information over rather than manually input the 20 checks.0
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Giving History should have the ability to see all gifts for a donor, not just 5 at a time
No description provided0
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Allow gifts entered in Web View to be edited and/or deleted
According to KB article 194880 . . . This is expected behavior. Gifts entered through Web View cannot be deleted in Web View or Database View and the gifts cannot be edited (with the exception of adjusting the gift) in Database View. The recommend...9
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Stop credit card updater from changing card data on historical pay-cash gifts
Currently when card details are updated by the CCU in BBMS, the changes are pushed through to all of the old pay-cash gifts associated with that card, as well as the Recurring Gift. This is incorrect and bad for data integrity, troubleshooting and...1
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Being able to alter gifts on NXT Batches - Including soft credit & Visible reference
It would be useful to be able to add a soft credit, link to events or pledges in NXT Batches rather than have to go to Database view. Maybe these are already set up but not sure where. Also, being able to add just a plain reference without drop do...0
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NXT Batch Template for Database View
We use batch templates in RE Database View, however our Web View Batches download to a different layout. We would prefer these to download to match our templates. We should have a way to customize how they will appear in Database View once they ar...0