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Add all DB Batch Functionality to Web View ASAP
Would love all the functionalities of gift entry batch in DBV in WV - able to sort by the columns, globally change lettercodes, etc0
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be able to see on a gift record who added it and who last changed the record
we can see this in database view in the gift properties and it drives some user accountability5 Planned
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Keep grid batch entries in order user enters them for easy checking
I like to go back and check my gift entry. I usually add gifts to a batch alphabetically. I notice that when I do a batch now and save it, when I go back in, the entries are not in the order that I entered them in. When it's a lot of gifts, that m...0
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Ability to produce a pdf duplicate if original was sent by email
No description provided0 Reviewed: Voting Open
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update payment method for pledges in NXT
When donors make a pledge and intend to pay by check and then decide to pay by credit card, it would be great to be able to update the payment method and add cc info in NXT so it can be automated.2 Planned
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Enable full ctrl-f browser functionality in grid batch
In grid batch, Ctrl-F "find" functionality in the browser won't find any text that is not currently visible to the user on the screen. This is a problem when trying to find individual columns (by their header name) or constituents in the batch. Th...0 Reviewed: Voting Open
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From a Raiser's Edge Donation Form, Have an Assigned Template *and Default Values* in the Grid in Batch Entry Screen in Web View
We are trying to make our gift processing and also letters & receipting as automatic/efficient as possible. I understand that there are plans to be able to mass update an entire column of values in the grid in the batch entry in grid view. Thi...0 Reviewed: Voting Open
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Changing Subtype in Batch
When trying to add the subtype, it only accepts the first letter to take you to that section of the dropdown. It is a very tedious process to have to go through many subtype that my organization has just to get the correct one. This need to be whe...0 Reviewed: Voting Open
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Add Credit Type to Grid Batches
In the database view, we have a credit type where we can choose Mastercard, Visa, Venmo, Apple Pay, etc. It helps our accounting department to reconcile.1
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Add "Gift Code" as a column for batch templates in NXT
"Gift Code" should be an available column in the new gridview batch templates for working with and approving online gifts2 Planned