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Giving Statement should pick up the preferred addressee
The giving statement only lists the name from the primary record. This results in only one spouse being addressed. It should pull the preferred addressee to capture both names on a record.1
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Work with Gifts: Ensure the Horizontal Scroll and Column Headings remain accessible while scrolling through an extended list of gifts
Currently, the horizontal scroll and column headings in the gifts list section of 'Work with Gifts' disappear when you scroll down to view gifts further down the page. Ensure the horizontal scroll and column headings remain accessible at all times...0
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Making Online Giving Batch Templates editable
Making Online Giving Batch Templates editable so we can use validation reports to show different fields0
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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...1
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Allow gifts entered in Web View to be edited and/or deleted
According to KB article 194880 . . . This is expected behavior. Gifts entered through Web View cannot be deleted in Web View or Database View and the gifts cannot be edited (with the exception of adjusting the gift) in Database View. The recommend...10
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Choose email contact when issuing receipt to organization
It would be helpful to be able to choose the contact to send a tax receipt to for a gift made by an organization for which there are multiple contacts. Currently, it automatically sends to the primary contact with no option to select another conta...0
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Mandatory fields in NXT
It would be very useful to be able to configure the campaign, appeal, package and fund fields of a new gift as mandatory. Or to be able to transfer the mandatory status of several fields in database view to NXT.0
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Pledges in Database View to Pull Custom Fields into Payments through Batches
When taking a payment through a pledge in a Database View batch, custom fields on the pledge are not pulling through into the payment, they have to be added manually after the fact. It would be helpful if the custom fields from the pledge would pu...1
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Auto populate GL Post date with BBMS disbursement date
it would be a small but helpful time saver if the GL Post Date would simply be automatically populated with the date from the disbursement calendar, rather than me having to take the time to decipher the calendar.1
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Being able to delete gifts added through NXT
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 names5