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Ability to Create Folders in Unified View Gift Batch
One of my clients using RE has locations in almost every state. Therefore, for gift batch entry, in DBV they have a folder for each state to keep batches organized. My question is, how will this nonprofit and others like it that have multiple loca...Reviewed: Voting Open
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Replace receipt feature should default to the receipt template originally used
When replacing a receipt that failed to send, it should default to the email template and receipt series of the original receipt instead of making you re-select them. Or at least show which ones were originally used somewhere on the page. Currentl... -
Search for and open one gift (or action) instead of having to create a query or list or open the constituent
I guess I just assumed this was standard functionality that would be coming to NXT, but maybe not. We need the open a gift search function, like we search for a constituent. I've seen suggestions for improvements to the gift search in DB view and ... -
Can I apply a other gift to a pledge and have it remain Pay-Other in Web View Batch Entry?
I use Batch Entry in Web View and need to apply payments to existing pledges using a gift type of Other. Can the payment remain a Pay-Other gift after batch approval, similar to Database View? When I apply an Other gift to a pledge in Web View, th... -
Adding the ability to Scan gifts into batch via bar form
We have stacks of direct mail batches that require scanning a bar code to enter the gifts into batch. Having to do it manually would be extremely time consuming. Please find a way to allow this to happen. -
Pause and Pay Feature
When a donor calls to make a donation over the phone, instead of verbally providing their credit card details, we can place the caller on hold and prompt them to enter their card number, expiry date, and CVV using their phone keypad. Once the deta... -
Filters in "Acknowledgements to review"
There should be filters, such as gift date, in the Acknowledgments to review page. And a search bar. Anything other than scrolling through pages of names would be helpful. -
Apply pledge campaign/fund/appeal to the gift batch when gift is applied to a pledge
Once we apply a gift to a pledge, the original campaign/fund/appeal need to auto-populate in the batch like it does in database view. In web view you have to make note of the original pledge info and enter it manually. -
Allow credit card fees to go on another line in batch instead of a split gift
Since we do not use split gifts due to reporting issues. When a gift comes in through the donation form and the donor covers the credit card fee, I'd like to be able to take the fee and add it on a separate line instead of having to do a split gift. -
Allow a Split Gift to be applied to a Pledge
Right now, you can only apply the whole gift amount to a pledge. We have some donors who send one check including payments for multiple funds. If we split the gift, we are not able to apply one of those split payments to a particular pledge. Inste...
