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Add Re-Print Receipt (or Audit Document) to gift records
Without consolidated receipting in web view monthly donors have been requesting copies of tax receipts be sent together at the end of the year. In order to do this we have to generate an audit document for each receipt, and without the ability to ...0 Reviewed: Voting Open
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3 BBMS Accounts - 1 Batch? Allow Separation Automatically
I just completed the Webinar: Streamlining Your Online Donations: Transitioning to Blackbaud Raiser's Edge NXT® Online Giving Forms. I asked the question based upon our organization having 3 entities/3 bank accounts that separate alumni, foundatio...2 Reviewed: Need Further Info
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FIX - Adding Wrong Constituency Code to the Gift
I appreciate that you are trying to automatically add the Constituency code to the Gift but more often than not it is selecting the WRONG ONE - if there are more than one Constituency Codes on the donor record. I have to go back to a query in DBV ...0
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Delete option for pledges made using Online Giving forms & fix write-off issue.
I made a test pledge using the Online Giving form using my own credit card so I could see what it looks like on the Donor Portal side (i.e. if the card/bank can be changed for payments). I forgot to mark the pledge as Do Not Post, so I had to writ...0 Reviewed: Voting Open
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Creating new Honoree constituent record in Gift management Online data review
Is it possible to reject creating new honoree constituent record. Currently I am forced to create a record, then delete it after the Batch is approved. We have some instances where the honoree does not require a constituent record and would like t...2 Reviewed: Voting Open
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Fund list in NXT
Please, add a fund list in NXT1 Reviewed: Voting Open
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Canadian receipts - hide fund
It's a minor detail compared to the numerous continued difficulties with CRA compliance and non-migration of receipt stack information and other important gift fields (gift code, anyone?). However, showing the fund - specifically our internal codi...0
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Allow Gift Aid claims on donors with initial only as per HMRC
Since the migration of Gift Aid to NXT web view we are no longer able to claim on donors who we have only an initial for, as opposed to a full first name. HMRC rules state that donor initial is sufficient and this was fine in database view two mon...1
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Need consolidated E-receipts in NXT
Currently monthly donors would receive 12 emails per year. Since database view isn't compatible with Gmail (another idea to add) we are forced to print a consolidated receipt in database view or send 12 emails throughout the year as one-time gifts...5 Reviewed: Voting Open
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When reviewing all transactions using the Online Data Review tool, the gifts are placed in the most recent batch regardless of gift date.
When reviewing all transactions using the Online Data Review tool, the gifts are placed in the most recent batch regardless of gift date. This results in a batch with gifts with multiple gift dates. The gifts can be moved to the correct batch (exi...1 Reviewed: Voting Open