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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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We need to be able to global change a field for all transactions in a batch in Webview. Currently only avaliable in DB view
We often need to update dates, appeals or campaigns for entire batches. In DB view we can do this within the batch in a few seconds using the global change option. As this is not available in webview, it means we will need to manually open and edi...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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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
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Add Documents in gift batches in NXT
Would LOVE to have the ability to upload documents (eg copy of check, DAF letter) to gifts within an NXT gift batch rather than the additional step of adding the docs to individual records after posting the batch.0
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Limit Dates for Recurring Gifts on NXT Donation Form Designer
Similar to OLX, please include an option for limiting which dates are choices for recurring gifts within the NXT donation form designer. Currently there is an option to limit frequency (monthly, quarterly, etc.) but our organization only processes...5 Reviewed: Voting Open
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Batching of offline credit card donations in NXT
We process credit cards outside of BBMS/NXT through a different vendor, but need to be able to batch those gifts in NXT (esp when database view goes away). Right now, it only allows batching of credit card gifts that you run when you batch them.0
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Gift aid qualification method needs adding to batch processing in webview
This is essential for ensuring gifts are identified correctly at the point of posting as to whether gift aid is eligible for claiming0