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Need the ability to enter recurring gifts (individual AND batches) that do not need processing through merchant services
I get a report from our parent company payroll department every 2 weeks listing all recurring employee donations that occurred through payroll deduction for that period. We receive the actual money electronically in one lump sum, but we need to ke...0
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Automatically email fundraiswers when gifts are added to assigned constituents.
have the ability to automatically email a fundraiser when a gift is added to a constituent that is assigned to said fundraiser. Ex...anytime a gift is added to a constituent that a fundraiser is assigned to, the respective fundraiser receives an e...1
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Allow Appeal and or Campaign to be edited once posted
Occasionally a gift gets added with an incorrect campaign or appeal or none at all. It would be nice to be able to edit these fields without having to do a complete gift adjustment.0
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Add Gift Benefits option to NXT
Ultimatley all the features from the database view should be in NXT. However, anyone that uses any cort of E-commerce/tracks there individual products using benefits is very much slowed down because we have to operate in the database view0
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Would like to generate gift acknowledgement letters/receipts in NXT
We ae working with PaperSave and will be receipting our gifts via the webview. And would like to generate our thank you letters and receipts in the webview.0
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Add the ability to unmark a gift as anonymous in NXT, due to donor error in giving portals, like in database view.
Donors may mistakenly mark a gift as anonymous or may later want their gift to not be anonymous. Database view allows the option to unmark anonymous on a gift record.0
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Add User Defined options to Pay Method
The ability to add user defined options to the Pay Method rather than trying to find work-arounds for trying to track things like: -Wire Transfers -Benevity -CanadaHelps.org1
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Show donors actual amount for Soft Credits
We need to see the true amount soft credited to the donors not the full amount of the hard credit donations.0
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Allow users to define GL Post Date rules for automated web view batches
Automated regular giving is great but currently the GL Post Date defaults to the date the gift is added. We reconcile GL Post Date to the date disbursement is received, which for us is debit date + 1. I would like to be able to define this in rule...0
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Giving Statements
Please make a giving statement that does not list each donation by date - our donors only want to know how much they can to a particular fund for the year, for tax purposes. This is actually in the Giving Statement that you just issued, but all of...0