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List to filter Gift Status (Active, Terminated, Held). Similar field in Insights.
Reporting and monitoring RG and Pledges.1
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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
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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
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Merging gifts from JustGiving needs to compare more than email addresses.
I have so many duplicate constituents in my database because all RENXT compares when a gift from JustGiving comes in is the email address. It should compare the billing address to the physical mailing addresses to avoid the duplicated constituents...2
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Ability to change Giving tile to include matching gifts and soft credits
I would like the ability to change the Giving tile parameters so that the Consecutive Years and Gifts Received include soft credits or matching gifts.0
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Add Matching Gift Soft Credits on the Giving History Tab in NXT
When on the Giving History tab in NXT, matching gift soft credits are not listed. You have to click on "work with gifts" to be able to see that information. When our Development Officers are wanting a quick glance at a constituent's giving history...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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Benefit Value and Description on Giving Statements
We need to be able to add Benefit Value and Descriptions (Benefit Type and Comments) on the Giving Statements. The IRS requires this so they are useless for anyone who has made gifts for which benefits have been received.0
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Add Gift Aid to batch
UK Charities need to add gift aid information when processing gifts.0 In Progress
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Provide defaults for donation forms including "acknowledged" and specific letter codes
Since donors are already getting an email acknowledgement for their donation, there should be a default stating that this gift was already acknowledged. It is the exception that someone doesn't have an email address and needs a paper TY. We use st...1 Reviewed: Voting Open