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Analyze Retention- Do not include write-offs
The LYBUNT numbers and the First Time donor retention numbers include gifts that have been written off from the year prior. Please provide an option that either allows us to remove write offs from this section or automatically removes write offs. ...0
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Having the ability to merge batches
Merging batches would facilitating the reconciliation of donations processed with the bank deposits that we receive. Thank you.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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Gift batch link to event participant record
Please allow to link gifts in batch to the event participant record.0
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Please add Gift Code to RENXT Analysis Report Builder
Please add Gift Code to RENXT Analysis Report Builder. Beside Gift Sub Type, this code is used for every gift transaction and we are unablet to show in Dashboard gifts with this code.0
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Add an entire batch to an event in Database View
Instead of having to entire each gift individually you should be able to link the entire batch at one time1 Reviewed: Voting Open
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Make column ordering "sticky" for the Giving History tile on a Constituent record
In webview when I'm in a constituents record under giving history and appeal I like the dates to be the first column, followed by fund/appeal. It allows me to move the columns around, however they go back to the way they were. Is there a way to pr...1
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Do not delete Email Tasks!
Currently, the email tasks within Gift Receipting delete after 7 days. This is terrible because I sometimes need to go back and determine who received this type of receipt. Currently, the system doesn't allow us to record what type of receipt was ...2
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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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Need the ability to configure how the system derives what displays on constituent records and lists, for FIRST, LATEST, GREATEST and TOTAL GIVING
The gift records in our RE database include many payments that are not donations (event activity, raffle tickets, etc), and which we do not want to see included in the gift history summary fields in constituent records and in lists. In database vi...2