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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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Option to remove erroneous gift added in batch
While editing batch details, I mistakenly created a "new gift" and unfortunately couldn't delete it. As a result, I couldn't approve the original batch. I had to then move the erroneous $0.00 gift to a new batch titled "Error Batch" to essentially...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
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We desperately need to get GIK receipt values added to GIK Receiptse
We can use RENXT to do all our donations, but while receipts generated through PDF are great, Gift In Kind receipt do not include the value. It would be great to input all dontations via RENXT0
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Option to exclude realized gifts in the committed summary
Planned Gifts can be included in the Committed summary section of Analyze in NXT but the realized gift(s) attached to the Planned Gift are also included in the Committed summary which results in double counting.0
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Gifts to Other Organizations
Cannot add any new information to NXT in the Financial Information Summary section under Prospect Management. In database view, we can add new gifts to other organizations under the Prospect tab, but have view-only access in NXT. It is basically d...2
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Edit Gift Notes
It would be nice if program staff could add notes to gifts in webview. Related to that, add more permission levels so that those staff are able to edit gift notes but none of the gift information. This would add more detail and context for othe...3
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Need to be able to see funds in RENXT that have no associated gifts
Currently the funds are added in RE7. We can view the funds in RE7 and see the description, notes, etc. even though there may be no gifts associated. We cannnot see these funds in RENXT. In order for the development officers to see RENXT as a valu...0
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Allow gifts to be marked as anonymous retroactively
In RE-NXT you can only mark a gift as anonymous at gift creation time, it would be usefull to be able to edit a gift from yesterday and mark it as anonymous0
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Improve NXT Receipting - Mark as "Receipted"
Currently, when you choose the option to Mark as "Receipted" in NXT, you cannot specify the Receipt series and the gift system record ID is added as the Receipt number. This should be changed so that when you Mark as "Receipted", you can select a ...0