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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
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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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Add automatic receipts for recurring gifts
I'm quite surprised this isn't already possible--we'd like to automatically send a receipt after every recurring donation.0
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Constituent ID available as a column selection NXT Gift Batch
Ability to have a column in Gift batch that had constituent ID like in Database View Gift Batch. This would mean online donations could come through with and constituent ID and make it easier for referencing and checking. At the moment you search ...0
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Add the option to delete gifts approved in NXT
No description provided0
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Add Online Data Review for JustGiving Transactions
The new Online Data Review functionality in webview only works with donation forms. It would be helpful to add this for JustGiving Transactions.0
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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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Pledge Reminder History
It would be great to have the same History information about pledge reminders on the Pledge gift record so my gift officers can easily see when reminders were sent out.0
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Allow sorting in "Not receipted" view
In Fundraising > Gift Receipting > Not Receipting, it is not currently possible to change the sort order of the gifts displayed. It would be much easier to work with large groups of gifts if they were sorted by date, or if we could choose ho...1
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Automate email to donor communicating a failed recurring gift.
This is useful for any organization who has a recurring giving program. The benefit is to help automate the communication with donors who have a failed gift and to offer ways for them to update their gift details (perhaps linking to the donor port...0