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Default the Gift Subtype on NXT Donation Forms
We use gift subtype to determine which "organization" the donation is going to. One Gift Subtype is our foundation and the other is our agency that provides funding to specific programs. It would be nice to have this feature automatically set up s...3
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Add the option to filter on gift status and add gift status as a column option in NXT lists
When running gift lists, we would like to be able to exclude "terminated" gifts/pledges. We don't count these pledges in our fundraising numbers. Or if we were able to export the gift status from lists, we could easily remove those records from a ...2
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Improvements for RE NXT > Gift Management > Adding gifts / Batch of gifts
Limitations in Gift Management > Adding gifts : Under Gift Type there is no option to add Stock/Property There is no option to apply a gift to a Pledge There is no option to add a Tribute There is no option to add attachments1
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There should be a drop down to search for an appeal, campaign and fund.
Makes it easier to find the correct information1
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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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Please add all gift types, stock/property to giving statements
the giving statements are incorrect without all gift types0
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Work on a Batch in NXT that was originally created in DB view
As a new RE user, I think having the ability to work on a batch that was originally created in DB view, on NXT would be super helpful. Some users prefer to use one version over the other, and I see if you create a batch in DB view first, it does n...0
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Add ability to delete NXT gift receipt templates
Please consider adding the ability to delete NXT gift receipt templates. The number of and contents of templates will change over time.1
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Soft Credit Summary Double Counting Pledges and Payments in NXT Lifetime Giving
Lifetime Giving is inflated on records with soft credit pledges (including soft credited matching gift pledges) because both the soft credit pledge and its corresponding pay-cash gifts are being double counted. For example, a soft credit $3K pledg...2
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Add Gift ID and Fund ID to List Fields in NXT
Could please add Fund ID and Gift ID fields to available fields in list to choose from. This would make syncing data between data warehouses much easier so that when we run a script to return a Gift list or Constituent List it would have all the n...0