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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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Add the GL Post Batch Number to gifts as a custom field or note when gifts are posted
The business office is often looking at past postings and they ask for the Batch number and it is not always easy to find for either the business office or the advancement office. It would also be helpful for the business office when reconciling t...0
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Make it clearer that not all transactions in RE are 100% gifts
We need to be able to see the Receipt Amount, and the Benefits information in NXT. We process many things that are only partially or not at all tax-deductible. Especially since Gift Type appears as "Donation" this is very confusing to the MGO look...0 Reviewed: Voting Open
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Required Fields on NXT Gift Management Batches
We need to be able to flag fields needed for input on NXT Batches. There is certain information that is necessary for all Gifts in our PNP and that is easy to miss as there is no color or stars to mark required fields like in DB view. Custom Field...0
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Include Letter and Custom Fields on Automated Recurring Gifts
Automated Recurring Gifts Payments are great and would be so much more awesome if they would append Letter Code and Custom Fields from the Recurring Gifts on processing. Right now I have to run Global Processes in the database view to append this ...4
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Allow Recorded Planned Gift-Gift Vehicles To Be Modified
If someone from way back in the day recorded the planned gift as a bequest but it was discovered to be a revocable trust, we should be able to modify that even after it was "saved" or "posted"0
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Automatic alerts of received gifts
It would be wonderful if RE NXT could automatically alert primary fundraisers when gifts are received.1
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Automated Pledge Reminders via email
Is it possible to get automated pledge reminders via email set up so that once a pledge is made, the system will remind them that they have an outstanding pledge every month, quarter, or year until it is paid?3
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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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Soft credit amounts in NXT
In the database view a board member who gives via United Way only shows his portion of the gift. In NXT the gift amount on his record is the entire gift from United Way. When including the soft credit column it shows all the donors that have soft ...5