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Create Custom Fields in Giving Receipt/Statement Template
Would like to add the "reference" field in NXT receipt and statement template. Actually, the ability to add any field in the template would like would be great.0
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Show all available appeals, funds and packages when adding a gift in NXT
When adding a gift in NXT the autofill prompt only kicks in when you type in three characters. There are so many appeals, funds and packages to choose from, there should be the full list available to view and select when you click on the option (s...2
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Stop rounding up Gift totals in NXT - as gives inaccurate figures
The Giving tile in NXT rounds up all the totals in this section, Gifts received, gift aid, committed but not paid, soft credits and lifetime giving. It also does the same in the Report tool. This isn't helpful for Fundraiser's wanting a 'quick' to...1
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Apply gifts as pledge payments in RE NXT (web view) - only doable in databse view now
The process is in geenral more seamless in the web view, which is where we are adding most of our gifts anyways. When other staff have to be trained development tasks, having them do this in web view would be more user-friendly.6
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Gift-in-kind donations NEED to be added to RENXT Giving Statements!!
It would have been easy to send giving statements out this year through RENXT if the format also showed gift-in-kind donations. Hopefully next year???4
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Consolidate all the "Split Gift" Ideas in the IDEA bank
There are so many "Split Gift" Ideas in the IDEA bank that no single issue is getting the Votes to raise this to the "TO DO" list. Analyze all of the IDEAs on a "Split Gifts" search and then consolidate those into 5-6 Ideas and communicate those t...1
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Gift List include Planned Gift fields in available Columns
When creating a Gift List of Planned Gifts, it would be helpful to show Planned Gift fields in Columns. Specifically these fields: "Vehicle", "Remainder" "Expected maturity year" "Gift status" "Net present value" "Revocable" "Gift has been realized".1
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Giving Statement history of who they sent to
We really need to be able to see the list that giving statements were sent to. Not just the ones that did not deliver. My boss wants to see a list of everyone who received an electronic giving statement and I cannot give him that information.0
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The ability to have Automated Recurring Pledges
Currently, there is no way to automate recurring pledge payments (ie paying $20 a month via credit card towards a $1,000 pledge). If an automated recurring payment is set up, it works great but there is no way to allocate the amount paid towards a...0
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Add Gift Code to Gift Record in RE NXT
The lack of Gift Code being available in RE NXT prevents us from using Gift Management to track other gifts (non cash, cheque credit).3