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45
Vote
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...
Created 30 Jan 15:56 by Guest
Gifts
0
Reviewed: Voting Open
4
Vote
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...
Created 07 Mar 00:33 by Sarah Morrison
Gifts
1
28
Vote
Automatic alerts of received gifts
It would be wonderful if RE NXT could automatically alert primary fundraisers when gifts are received.
Created 16 Dec 17:54 by Guest
Gifts
1
25
Vote
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?
Created 24 Jun 18:56 by Guest
Gifts
3
1
Vote
Required Gift Attribute
Batch donations should not allow us to save until any custom gift attributes configured as required have been entered.
Created 12 Sep 21:26 by Lauren Clarke
Gifts
0
7
Vote
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!
Created 17 Aug 18:59 by Guest
Gifts
2
33
Vote
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 ...
Created 17 Dec 19:31 by Guest
Gifts
5
1
Vote
Make the necessary changes to allow automatic recurring gift in NXT to default to Do Not Receipt and Do Not Post!
According to Chat Representative, these things are hard coded into the system. I have 75 recurring gifts that I converted from database to NXT because they would run automatically and save me time. We do not use the receipting in the system (becau...
Created 11 Sep 19:20 by Guest
Gifts
0
3
Vote
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.
Created 02 May 17:19 by Guest
Gifts
0
25
Vote
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 ...
Created 04 May 18:47 by Rachel Bailey
Gifts
4
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