-
Fiscal year committed but not paid (pledge balances)
It would be helpful to have a link in NXT to the gifts that compile into the fiscal year committed but not paid pledge balances. We need to see the unpaid balances due in the fiscal year and see them link to the gifts. This isn't even visible curr...0
-
Status of Recurring Gift in NXT
Could you add "Status of the Recurring Gift" in NXT0
-
Allow termination and amount and schedule amendments to automated recurring gift in database view
I tried changing a couple of test recurring gifts to automated gifts in web view. But it seems they can no longer be cancelled in database view, also I cannot amend their amount, schedules or payment type in database view. We run regular Upgrade C...1 Will not implement
-
Soft Credit Function in RE NXT
Please implement an easy to use soft credit function/ column in RE NXT. I would like to have the option to build lists that have soft credits included and then sometimes build lists that do not include soft credits. In addition it would be nice to...1
-
Total Giving on the giving tile does not include matching gift payments
Although matching gift payments are made by the company, they are often included in total recognition of a donors lifetime giving. The inability to choose what gift types are included in this total giving representation is not transparent and does...1
-
Send acknowledgement letter to soft credit recipient through Emails or Receipting.
We still want to be able to thank our donors who give through a donor advised or third party giving platform, even though we don't provide a tax receipt. If there were more merge fields available in the email function, that could work, but it woul...2
-
Add ACH to Payment Methods
So many orgs use this now. Please add to Payment Methods in both webview and database view0
-
Show linked donation (realized revenue) in the Related Transactions tile of the Planned Gift in webview
As of now, you can only see the related planned gift to a donation, however, when looking at a Planned Giving record, there's no way to see a summary of the total revenue applied to that Planned Gift - the only way to see that is in the Realized R...0
-
Add ability to upload a scanned document under area where you are entering a donation so it is tied to the exact donation. Example is a DAF letter received with a donation.
No description provided0
-
Add total giving by year view for constituent on main summary page under giving without having to manually add them up or download a report.
No description provided