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When changing 'gift amount' automatically update Receipt Amount in web view.
When a donor increase or decrease is entered via the web view, the receipted amount should increase or decrease, too.1
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Workflow for new donations
Create a workflow that development officers can use, once a donation is received in their portfolio an action is created for them to call, write or email. Now they are running a weekly query to check for this.3 Reviewed: Need Further Info
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Automatically add assigned solicitor/fundraiser as gift solicitor
If a constituent has a current solicitor/fundraiser relationship (i.e. no "date to" filled in), there should be a setting to automatically add the solicitor to every new gift from that constituent. This is currently only kind of possible during ba...0
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Add FMV and Tax Deductible Donation Amount for donations in NXT
When sending end of year tax letters we need to indicate the amount that is tax deductible. If there was a way to add what is actually tax deductible and that was able to be reported out on receipts and giving statements it would save a lot of has...0
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Add pledge option in Gift Management
Adding Pledge as a gift type is necessary for our organization to utilize NXT for gift entry.0
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Adding Gift Notes in Webview Batch
In Database view batches, we frequently use gift notes to indicate misc. clarifying info for our Accounting and Development teams to understand where the gift comes from and what it is for. The fact that in Webview we currently would have to do th...0
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Add "Appeal" to Giving tile in constituent web view
When looking at a constituent's record and seeing their giving at a glance on the Giving tile, it would be very helpful to see the Appeal in addition to the Date, Amount, Type and Fund so fundraisers can easily see what someone has given to (i.e. ...0
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Update the gift date when a manual retry on a recurring gift is successful
When you manually retry a recurring gift that automatically processes, the gift date remains as the date of the first try. This causes reconciliation issues when reconciling to BBMS reports and finance departments. Please change the gift date or a...1
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Ability to view PaperSave documents in NXT
Evidently, the only documents we can view are what was on the media tab. We moved to PaperSave a couple of years ago and no longer use the Media tab. Our 'attachments' are connected to the Constituent and Gift records. Is there a solution for the ...4 Reviewed: Voting Open
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List to filter Gift Status (Active, Terminated, Held). Similar field in Insights.
Reporting and monitoring RG and Pledges.1