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Allow Add Gift from the Work with Gifts Page
When you click "work with gifts" on a donor record's gifts tile, you should be able to "add a gift" from the subsequent "Gifts for..." page. It's good practice to check the detailed giving history for patterns before entering a gift, but this is d...0
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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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Allow Stock Gifts to record Issuer Number of Units in decimals
We get stock donations that aren't whole numbers. For example, 25.302 number of shares. There is no way to currently enter that information into the system as the field will only allow whole numbers.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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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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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 Gift Aid to batch
UK Charities need to add gift aid information when processing gifts.0 In Progress
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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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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