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New Gift Batch Grid - Appeal ID
allow us to search by appeal ID, it is adding extra time for our processes to search by the Description.Reviewed: Voting Open
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ADD Gift Receipt number field
For reconciliation, compliance, and reporting, we need this field to store and track receipt IDs from our external channels. -
Pledge payments - allow campaign and appeals be pulled in and not just the fund.
In gift batch entry in NXT, pledge payments can be credited to the specific pledge fund but not to the appeals and campaigns. It would be better if we can have the campaigns and appeals both credited as well at the same time as the pledge fund and...Reviewed: Voting Open
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Assign specific Gift ID in web view gift batch
We need all current database view functionality for gift batches to be available in web view ASAP. One thing missing currently is the ability to assign a specific Gift ID in web view batch. This is preventing us from porting over some of our Impor...Reviewed: Voting Open
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1 Voted Add an option to issue and email tax receipts to the individual who made the donation, based on the credit card name, even when the gift is associated with an organization.
Currently in Raiser's Edge NXT, when a donation is made and the name of an organization is provided, the tax receipt is issued in the name of the organization and sent to the organization’s email address. We would like to have the option to send t...Reviewed: Voting Open
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For Canadians especially - Do not make CVV a required field for gifts
Right now we do not collect nor do we use CVV when manually adding gifts through batch/individually nor is it used for recurring gifts. This is not something that is easily collected from donors and nor is it something that we can ask for in a mai...Reviewed: Voting Open
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Add confirmation step before emailing Giving Statements
It would be very helpful to have a confirmation step before Giving Statements are emailed in Raiser’s Edge NXT. Currently, selecting the email option sends statements immediately with a single click. Adding a confirmation screen (or second step) t...Reviewed: Voting Open
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Grid view: default template and template selection
-We should be able to select one of the templates we created to be the default for grid view batch entry. -The menu to apply a batch shouldn't be a drop down that requires typing or clicking to see the whole list we have - it's too many clicks! Ju...Reviewed: Voting Open
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Suggested Changes For NXT Batch Grid - Cell Size, Proposal Application, Pledge Autocomplete, Solicitor
-Please allow us to change the size of the cells to make them as small as we wish -Please allow us to apply a gift to a proposal -Please make it so when you apply a gift to a pledge, it auto-fills the cells with the relevant pledge informationReviewed: Voting Open
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Improve translation and formatting in Gift Receipting (PDF & Email)
The current Gift Receipting module in Raiser's Edge NXT is not usable for organizations with French Canadian donors, due to incomplete translations and lack of formatting options. As a result, we cannot use NXT receipting at all and are forced to ...