-
Ability to Import Credit Card Token Field in NXT
We need the ability to import the Card Token field when importing monthly recurring gift and pledges into NXT as in database view. ImportOmatic is able to import the card token field with the appropriate RG or Pledge to continue payments through B...0 Reviewed: Voting Open
-
Make Letter Code visible for all Acknowledgement statuses
Currently in web view Letter Code only appears if the status is Not Acknowledged or Acknowledged. We need it to be visible for Do Not Acknowledge as well. It's very useful to use it to indicate WHY a gift is Do Not Acknowledge (rather than burying...2 Reviewed: Voting Open
-
Bring PDF pledge reminders to web view
I see ideas for emailing pledge reminders but not for PDF pledge reminders. Please bring these to web view. We would want them to work like database view, where the reminder is recorded on the pledge when the PDF is generated. In addition to PDF r...0
-
Add Credit Type to Grid Batches
In the database view, we have a credit type where we can choose Mastercard, Visa, Venmo, Apple Pay, etc. It helps our accounting department to reconcile.1
-
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
-
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
-
Add gifts to NXT Batch line by line as we do in Database view
I am very concerned about the way gifts need to be entered into a batch in NXT. We can't default columns, so things like appeals and/or Funds show automatically. It would be must easier if we could add gifts to a batch line by line as we do in dat...12 Planned
-
Custom Field Default in NXT
Please allow the Custom Field to be selected as a default option in NXT Gift Batch Template.0
-
Add online gift to an existing pledge
If a donor makes a donation online via credit card, I should be able to apply that gift as a payment to an existing pledge. As it stands, I can only apply cash gifts to an existing pledge. This is problematic for us and leave pledge open or we hav...0 Reviewed: Voting Open
-
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