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Reporting based on Appeal and Package
For our events we like to see what was raised in the previous two years compared to where we are at YTD and also to see what our goal is. We use packages to separate out ticket sales, sponsorship, auction revenue etc.1
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Add Ability to Edit Batch Design of Auto-Created NXT Recurring Gift Batches
NXT has ability to automate recurring gifts and create batches for these. As scheduled, the batch appears in NXT awaiting approval. This bypasses the need to download the gift from OLX in order to batch and commit. Unfortunately, one cannot edit b...0
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End dates entered on recurring gifts should automatically trigger a change in status.
What's the purpose of an end date if it doesn't impact the record? Is it just a suggestion the the recurring gift will be ending? When these gifts are automatically processed, the end date should automatically change the status to completed.0
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RE:NXT should not change the gift receipt amount field!
If a gift entry is marked "do not receipt", simply editing the "acknowledgments and receipts" dashboard in RE:NXT will change the gift receipt amount field to $0. Please revise this ASAP. RE:NXT should not change any part of a gift record. Blackba...0
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Add a feature to be notified when a gift needs approval
Currently, there is no way to receive a notification when there is a gift waiting to be approved under the Fundraising > gift management tab. It would be wonderful to receive an email notification when something is waiting to be approved so the...1
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Allow Sorting in Batch
We would like to be able to sort by Name, Gift amount or any other field, while viewing gifts processed via NXT, within Batch. Similar to Lists by clicking on the header field.1
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Primary emails marked 'Do not email' or 'Inactive' should NOT show up in NXT gift receipting
In NXT Fundraising > Gift management > Gift receipting Donor emails which are marked 'Primary' and yet, are also 'Inactive' or 'Do not email' still show up in these lists. These should NOT be showing up at all.0
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Missing in RE NXT: The ability to indicate that a gift is IMO / IHO
In NXT, there should be an easy way to indicate whether a gift is in memory of or in honor of someone. Must create a query in database view to obtain this information0
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Need to be able to print report of gift management batches
Need the option to print gift management batches before and after approval for record keeping purposes1
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Reporting between RE and Merchant Services
Currently, we are able to pull a disbursement report from Merchant Services (MS) but it does not contain the constituent name and/or ID or the campaign/fund from Raiser’s Edge (RE). Inversely, we can pull a report/query out of RE by gift date, but...0