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Be able to link a gift to an Opportunity through NXT web batch
Would like to be able to apply a gift to an Opportunity/Proposal through NXT web batch.0
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Ability to Apply Recurring Gift Payment to a Pledge as well
Hi, we have donors who also would like the recurring gift payment to show up as their payment for their pledges. Unfortunately, RE doesnt allow the ability to apply recurring gift payment to a pledge as well.1
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Gift Record Attachments Viewed in Database
Although you can add attachments (media) to the gift records in NXT, you cannot view these attachments in database. It would be helpful to view and/or add attachments to a specific gift record in database view (ex. a grant report, notification, or...0
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Display anonymous donor gift information in NXT gift list/analytics
Show the gift information (date, amount, reference, etc) while maintaining the anonymity of the donor in a gift list and in analytics totals in NXT webview. This is important because if the gift information is not included, then the totals are off...1
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Ability to filter FUND and GIFT TYPE in Giving Statements
Many of our donors give to our tax deductible and non-tax deductible funds, via once-off or recurring giving. It would be great if we could filter these donor giving statements so only specific funds or giving types show up - i.e. statement for ta...0
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Gift Batch Templates in Web View
As in database view, we would like the ability to set batch templates with defaults for the gifts or custom fields we use for every gift.2
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NXT Web View: Filter gifts by fund category
Located in Lists -> Gifts -> Filter -> Campaigns, funds & appeals. If I want to see the recent gifts that have come in to a fund category, at the moment, I have to select all the funds individually, rather than through a category. Mor...2
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Update Automated Recurring Gift Schedules
It would be super great if we could update/make changes to automated recurring gift schedules. All of our recurring donors sign up using NXT forms. We have a donor who clicked weekly for her schedule by accident instead of monthly. We have no way ...1
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Add an Adjustments module to NXT
Right now when a gift is adjusted, you can only see the amount it was adjusted to. This is confusing if,say, a gift was adjusted to $0. It would be helpful to be able to see at least the notes on that adjustment. Maybe next to the gift amount, it ...0
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Allow importing Amendments to recurring gifts in web view (Omatic API)
We do upgrade calling campaigns a few times a year and need to import hundreds of Amendments to the recurring gift. We currently do this using ImportOmatic in database view, but if we move our recurring gifts to web view we won't be able to do thi...0