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Additional gift columns for Gifts Received, Gifts Soft-credited and committed not paid
We need to provide the Lifetime giving, Received gifts, soft credit gifts and gifts committed but not paid in an excel sheet for a select group of constituent ids. The column for lifetime giving is available and can be exported but options for oth...0
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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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Stock Pledge Payment gift type
In NXT a stock pledge payment is just showing as "pledge payment". In RE 7 stock pledge payments are notes as "pay stock/property". Would love to see maybe pledge payment stock or stock pledge payment in the gift detail.3 Reviewed: Voting Open
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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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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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Gift Summary Information Report for NXT
I want to filter people who gave between $50-$150 (total) within a certain time period. However, NXT's gift reports filter only all gifts that fall between this amount and not the total giving/summary report. It would be helpful to add this option...2
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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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Add Ins for Gift Processing in NXT
I noticed that adding pledges has now been added to gift processing in NXT. I was able to book my first pledge using NXT but noticed a function missing that is on the database side. In NXT can the "send reminders" box be added to pledges? Also can...0
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Custom Ask Strings or Ask Ladders
Ask Strings or Ask Ladders are very important in direct mail and email fundraising. Currently there is no way to automate this, and we have to create custom ask strings manually with every mailing, and can't include it in the emails we send at all...0
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Gift Date vs. GL Post Date: This option should be in analyze, lists and dashboards
Because we are not linked with FE, the gift date represents when a gift is received and the gl post date shows when the gift is counting in the financials. This is how we accurately track how donors view their giving as well as where we are to dat...2