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Ability to Select the Correct Tribute When Multiple Tributes Exist on a Constituent Record When Processing Online Gifts
Allow users to choose the correct tribute when a constituent has multiple tributes (especially during online gift processing) Description: When processing online gifts in Raiser's Edge NXT, the gift can be matched to the correct constituent record...5 Reviewed: Voting Open
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Please add the ability to see batches already approved in Webview
We can go back and see committed batches in Database view, but in Webview, after approval, they disappear. We need to be able to see batches even after they have been approved.1
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Validation Report is needed in NXT Webview
We need the ability to view and print a validation report within a gift batch, before and after the batch is approved. Having the option to generate a batch report would provide helpful documentation for gift backup and support accounting processes.0
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Soft Credit pledges do not pull in the fund information in batch grid
When a soft credit payment is applied to a donor’s pledge, the associated fund information does not populate in the batch grid. As a result, the gift processing administrator must spend additional time searching for and manually entering the missi... -
Template Pledge Batch
Last week, I attempted to create a template for our Pledge batch using WebView. During this process, I noticed that several important fields and options are currently missing: Constituent ID (Donor ID number) Constituent Code (Parish name) L...2
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Show gift tribute information in giving history tile/work with gifts
Tribute information is one of the fields I need visible when I quickly glance at a constituent's giving history. Not being able to do this in Webview is frustrating - I need to click each gift to see if it's in honor or memory of anyone!4
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Grid View Batch - Field entry without waiting for fields to load
When entering data into batch in DB view, you can enter the Appeal ID, or the Package ID and immediately tab to the next field. In webview, it makes an API call to hunt for that information forcing you to wait a couple of beats to tab to the next ...1
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Show recent appeals in Batch Grid View
Now we have batch grid view we have lost the best thing about the old batch form view - being able to see the last three appeals a donor has received and being able to click on one to quickly code a gift. Please add this ability back to grid view ...10
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Global changes to batches in NXT
There is no ability in NXT to make global changes to a batch. I would like to have the ability to change acknowledgements to "Do not acknowledge" for our recurring gift batches but there is no way to do this.0
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Gift Constituency in Gift Batch (NXT)
We need a drop down of the constituent codes to be able to change the gift constituency. Gift constituency doesn't always follow the code for the donor (ie. Organization). For us it follows the individual donor (whether hard credit or soft credit).1