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Default options for fields in gift batch
Please allow the capability to set default options for fields in gift batch. Things like date, campaign, and letter are often the same for a batch of gifts and default options save precious data entry time.1
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Update initial gift amount when split total is different (as in RE7)
When creating a gift with a split, in RE NXT web view, if the split total is different to the initial gift amount, the system should prompt the user to update the gift amount – just like it does in RE7. In RE7 classic view, when creating a gift wi...0
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Auto-apply pledge C/F/A/P info to pledge payment when applying new gift to a pledge
Thank you for recently adding the ability to apply gifts to a pledge when entering a new gift on an RENXT constituent record. When applying the gift to the pledge, we can see the pledge fund but not the appeal, package, campaign, fundraiser credit...0
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Having a solicit code with an expiration date to automate coding updates
It would be useful to be able to set a code on a constituent with an expiration date so that they automatically come back into the solicitable pool after a certain period. it would help reduce errors in manual coding and ensure no one is either lo...0
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The ability to add/edit start/end date for automated recurring gift
There needs to be a way to add or edit the start date or end date for automated recurring gifts. You are able to make adjustments in RE, but once a gift is approved in NXT, or converted to an automated recurring gift, you can't add or edit the sta...0
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Rename or Explain "Contribution Amount" and "Giving Amount" in Gift Statements
I planned to us the gift statement feature in NXT to send a statement to our recurring gift donors, but was confused (until I contacted support) by what was included in "Contribution Amout" vs. "Giving Amount." And, since I can't add a explanation...2
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Make it possible to unapply a gift to the Pledge or Recurring Gift in RE.
When a gift is applied to the pledge or recurring gift in error, we should be able to unapply the gift to the pledge or recurring gift without having to make adjustment or deleting the gift.0
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Ability to Edit the NXT Donation Form Confirmation Screen
You can edit the NXT donation form confirmation email, but I am not seeing how to edit the NXT donation form confirmation screen - the screen that pops up after someone commits their donation. A supporter submitted a donation via the NXT donation ...2
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Update Giving History Table in RE NXT
Would be great if the giving history table could be customized so in addition to seeing the fund, you could opt to see the campaign and/or appeal. Would allow you to see more useful info at a glance vs having to click through to work with gifts.2
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Credit Card Updater to be ran weekly instead of monthly
Would like the option for the credit card updater to be ran weekly instead of monthly0