-
Tribute in Gifts(Database View) should Have Notes
We include messages from the donor in our in honor and in memory of cards we send out to recipients when someone makes a gift in memory or honor of someone. But there is zero space in the Tribute section of the gift to include this, there is only ...0
-
Automated recurring gifts on hold should not create $0 gifts, the recurring gift should be on hold until made active again.
There is no need for a $0 gift when a monthly donation is on hold. This impacts reporting and is unnecessary data. The gift has been put on hold to avoid it being charged until made active again, so there is no need for a $0 gift0
-
Add appeal option when adding an event payment
Currently if you add a gift to an account when in lists, there isn't an option to choose an appeal. This would be helpful for keeping track of what payments are for.1 Reviewed: Voting Open
-
Recurring Gifts for Membership
Allow recurring gifts in membership forms.0
-
We NEED the ability to send invoices thru NXT from open pledges.
Right now we are only able to send receipts for gifts that have been received. We work with lots of corporate donors who require invoices to pay. Keeping these constituents happy is critical to our fundraising success. Please give us the ability t...0
-
Add ability to change gift to "needs receipt" in webview
Please allow users to change a gift back to "needs receipt" in webview so they can easily reissue a receipt. This isn't something that we should have to go back to database view to do.0
-
Allow Add Gift from the Work with Gifts Page
When you click "work with gifts" on a donor record's gifts tile, you should be able to "add a gift" from the subsequent "Gifts for..." page. It's good practice to check the detailed giving history for patterns before entering a gift, but this is d...0
-
Pledge Gifts: more flexibility with schedule functionality
Hello! I'm responsible for gifts processing at my organization. Some of our supporters are making gift pledge commitments in which prior giving is to be recognized as a pledge payment. As a result, if I utilize the Schedule feature within the Pled...0
-
Gift barcoding should be available in Gift Management to auto-match to the correct constituent, appeal, and fund records.
Currently, entering batched gifts through Web View's Gift Management is very labor intensive. My team processes hundreds of checks in a given day by entering the gifts in Database View, but that's only possible because we enabled gift barcoding in...0
-
Have more than one receipt option in NXT
For charities that have two charitable business numbers (the charity and the foundation, for instance), a lot of manual receipting is required. So even though BBMS allows for two bank accounts, it doesn't allow for two receipt stacks. It would sav...0