-
Additional gift columns for Gifts Received, Gifts Soft-credited and committed not paid
We need to provide the Lifetime giving, Received gifts, soft credit gifts and gifts committed but not paid in an excel sheet for a select group of constituent ids. The column for lifetime giving is available and can be exported but options for oth...0
-
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
-
Gift Report
I would like to be able to pull a list of organizations with the primary contact that does not include the spouse when the spouse is not affiliated with the organization. Currently when I pull a primary contact, the primary addressee shows up whic...0
-
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
-
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
-
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
-
List to filter Gift Status (Active, Terminated, Held). Similar field in Insights.
Reporting and monitoring RG and Pledges.1
-
FY & CY Total giving
In my Portfolio, for a column option, I'd like too see THIS FY Total giving as an option, as well as LAST FY total giving. I'd also like the option for THIS Calendar Year total giving, and LAST CY total giving.1
-
Enable users to delete gifts entered in NXT web view
The inability to delete gifts made in error entered in web-view (NXT) renders the gift entry capabilities in web-view pretty useless. Why would one ever choose to enter gifts in web view if they knew those gifts are subject to limited capabilities.0
-
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