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Analyze > Overview Gifts section includes pledges that have been written-off
On the Analyze>Overview page, under Gifts , Gift Revenue (when Committed is selected under Revenue Type ) includes pledges that have been written off. This is very misleading. There is no option to exclude write-offs. For our capital campaign w...4 Already exists
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Manual Recurring Gift Next Payment Date
I am using RE NXT to send data from our system to RE. I have a question regarding the information displayed on the page when viewing the details of the monthly recurring gift. The recurring gift was created on December 29th and the first recurring...1
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Add tribute/memorial when entering gift/batch into RENXT
Would like the option to add tribute info to the gift / batch entry, like the fundraiser credit.2
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Add batch defaults to RE NXT Batch
We use batch defaults everyday! Sometimes it may just be for gift date/post date but sometimes it is for the above plus several more! On Day of Giving we would use defaults for gift date, post date, reference, appeal, package, solicitor, fund, etc.1
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Ability to create new email receipt template from existing one
It would save an hour if I could either copy an existing e-receipt template or use Save As to create a new email receipt template. Please add this functionality!2
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Allow users to choose gift types when generating giving statements (email/PDF)
Currently, when generating giving statements, you cannot select the gift types to be included. The default gift types do not include stock gifts, among other types. A possible solution would be to allow the user to select the types of gifts to be ...3
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Add Gift Code field to NXT gift batch
We use the Gift Code field for all of our incoming gifts and this is not yet available in NXT. It means we cannot use the NXT donation forms and our automated recurring batches require a query and global change (and some manual changes) in the DB ...2
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Need to be able to delete gifts not just $0 the out in web view and database view
I have noticed when adding gifts through an NXT batch if there is a mistake we can no longer delete the gift but have to 0 down. This needs to be made an option as we have some people with the same names0
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Ability to move to the next gift when editing gifts in a batch
When editing gifts in a batch that has already been created, we now must click "save and add new," then go back to the next gift in order to edit the gifts. A "save and next" button would be a time-saver and make sense for those of us previewing a...1 Reviewed: Voting Open
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Add total fiscal year giving to NXT view
Please consider adding the total fiscal year giving both a s a column option in the lists in NXT and given on the record alongside the "lifetime giving" option.0