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Set Permissions for Gift Acknowledgements
We would love the ability to set permissions for editing Gift Acknowledgements independent of Gift Receipts. Our Philanthropy Team is responsible for acknowledging gifts, and our Gift Processing Team is responsible for issuing Gift Receipts (tax r...0
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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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Adding Gift Notes in RE NXT
When will the ability to add notes to gifts or at least show any gift notes added to a gift record in Database be brought over to view in NXT?? I know we are still waiting for editing privileges to an Education Relationship in NXT but we can at le...1
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Change Gift Record from Individual to Organization & Vice Versa
As it stands, gift records can only have their Constituent affiliations changed among key indicators that are the same. More precisely, a gift given by an Individual cannot be changed to a gift given by an Organization and vice versa. There is a c...1
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Do not allow batch number to be re-used in web view
Have had deleted batch numbers reused for new batches in RE NXT. Each batch number should be unique and reuse of number not allowed. This can cause all kinds of issues if trying to track gifts by batch #.1
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Allow schedules of "Every first Friday" (example) for Automated Recurring Gifts
As per the Help Topic: Note: To convert a recurring gift with a frequency of monthly, quarterly, or every six months, its schedule must be set to process installments on a specific day. For example, you can convert a gift that processes on day 15...0 Reviewed: Voting Open
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Gift List Search in NXT - Improvement
When searching for specific gift lists, campaigns or funds inside those lists when creating criteria - allow to search for any word in name and in the descriptions0
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Allow edits to emailed Giving Statements
We are currently unable to edit the emailed versions of giving statements however they do not contain any tax language such as "no goods or services were provided"....0
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Text box in the email version of Giving Statements
It would be helpful to have a text box that we can type in for the email version of giving statements just like there is with the PDF statements. On the email version there is no where to state the "goods and services" statement that is required o...0
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Add GIFT ID to merchant disbursements XLS
It's extremely time consuming to check gifts via queries to match them against fund codes to give accurate reporting on the breakdown of payments received for external teams, such as accounting. Trying to check via names on cards can sometimes pro...0