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RE NXT web view Batch - enter and edit gift batch information using a grid view
Currently, the only way to enter or update a gift record in a batch when using RE NXT webview is by filling out / opening what is basically a form for each gift. This form entry view creates a lot of extra clicking around and user movement between...1
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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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Filter out donors with NO email address when generating gift receipts
I'm looking into using the new eReceipting tool in Webview to send gift receipts. It would be great to be able to filter out donors that do not have an email address on file. We already send them a paper receipt along with a thank you letter. I un...0
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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
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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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Consolidated editable PDF gift receipt
Several of our donors donate monthly to multiple funds, and when we generate receipts, there is only one donation per receipt. To save on paper and not confuse our donors, we need consolidated receipts that show their total monthly giving and wher...0
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add a custom field option in batch gift entry
We have an attribute/custom field we add to all gift records, however there is no option to add a custom field when entering gifts in batch through web view.1
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The ability to amend automatically recurring gift schedules.
We would like to see the ability to adjust/amend the schedules for automatic recurring gifts in webview.3
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Generate an acknowledgement letter in NXT. Save letters on the platform
In the database viewer, we are able to generate all types of acknowledgement letters directly from the gift's profile. Also creating them in the mail tab. This should happen in NXT too so the gift acknowledgement process is streamlined.1
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Adjust gift type and stocks after they have been sold
The ability to adjust a gift type after it has been posted would save us tons of time. Gift entry can be very complex and this flexibility would be a time saver. Also the ability to adjust a stock gift after it has been recorded as sold. We ha...0 Reviewed: Voting Open