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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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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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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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Direct Debits with no Relationship
It would be nice to have the ability to process direct debit gifts without having to establish a financial institution relationship with constituents. Currently, there is no way to do this in RE. Even if a gift is added via webview, a financial in...0
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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
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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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Need to be able to delete gifts not just $0 the out in web view and database view
I have noticed when adding gifts through an NXT batch if there is a mistake we can no longer delete the gift but have to 0 down. This needs to be made an option as we have some people with the same names0
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Installments - Ability to see all pending payments in one place
There are people who pledge and then ask us to process their credit cards in monthly installments. While I can see that if I go to the individual records, there's currently no place in NXT where I can quckly view all of the gifts I need to process...0
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Edit Approved Web-View Batches
It appears you are only able to edit already approved/committed batches in the Database view. However, batches approved in Web View cannot be edited or adjusted. If a gift is refunded, you should have the ability to go back into the approved batch...0
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Allow recurring gifts to be applied towards a pledge
We have a growing number of donors who want to pay towards their pledges on a regular monthly or bi-monthly schedule. Right now, a recurring gift cannot be applied towards a pledge so I have to keep track of when each of these gifts should be proc...1