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NXT Donation Forms: Paying off a pledge
Need the ability for the donations that come in from the RE NXT Donation forms to link the gift to a current pledge that is being paid off. As currently now need to go to database view after approving the gift to then link the gift to the pledge.3 Reviewed: Voting Open
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Gift Management needs attention needs to allow searching for Inv and Org types
At times people select that their gift is being made by a company but that it not always the case. The gift is really from an individual. We cannot "find" the person because the Needs Attention area only allows searching for the Org types if that ...0
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Ability to EDIT the PDF in Gift Receipting
It would be very helpful to be able to edit the PDF's in the RE NXT Gift Receipting page. Or to even have the ability to print out the email receipt or have a draft copy of the email receipt.16
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Giving History should have the ability to see all gifts for a donor, not just 5 at a time
No description provided0
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Being able to alter gifts on NXT Batches - Including soft credit & Visible reference
It would be useful to be able to add a soft credit, link to events or pledges in NXT Batches rather than have to go to Database view. Maybe these are already set up but not sure where. Also, being able to add just a plain reference without drop do...0
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NXT Batch - Link gift to constituent before NXT automatically creates a duplicate record.
When using gift batch in NXT, a constituent record is automatically created if the system can't automatically link the gift to a constituent. In the past a human would have the ability to look for these records that didn't match. This feature shou...15
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NXT Batch Template for Database View
We use batch templates in RE Database View, however our Web View Batches download to a different layout. We would prefer these to download to match our templates. We should have a way to customize how they will appear in Database View once they ar...0
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Be able to create pledges in NXT
Currently, you can only create pledges in database view, please can there be an option to add pledges directly into NXT.5
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Remove terminated pledges from the summary giving tile view
Suppress cancelled/ terminated pledges from being shown on users' web view (or alternatively allow the STATUS of terminated pledges to be seen right next to the gift; in quick view). Fundraiser's in particular would appreciate this hugely when tal...0
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Include Split Amounts in NXT Analyze Gift Lists
In database view, if you run a Gift Detail and Summary report and filter on Campaigns, Appeals, or Funds the Gift Detail and Summary report automatically calculates the correct split amount based on the filters used. In NXT Analyze, if you filter ...31 Reviewed: Voting Open