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Preview of Recurring Payment when gift is a split in batch
It would be great while in gift batch, when processing a recurring payment which happens to be a split gift, the ability to see how the split will be applied after it has been applied to the recurring commitment. Thanks. -
Currency Exchange function when entering/editing BATCH or INDIVIDUAL gifts is absolutely NECESSARY in RENXT before discontinuing Database View!
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Add gift batches button to Gifts drop down on LH Menu
It is difficult to navigate to past / approved batches, would be better to have in Gift drop down on LH menu bar. -
Add tribute button to gift entry in NXT
In preparing to switch to Web View, I entered a test gift through NXT to make sure that I could add a tribute to it. Currently, the only way to add an existing tribute to a gift is to create the gift, save it, then go back and edit it to include t... -
Automatically marking constituents as do not acknowledge if there is no email
It would be great if constituents with no email address on file to be excluded from the AI acknowledgements to review. It has been frustrating to sift through all of the acknowledgements and having several donors who have no email on file. If ther... -
Allow editing of the Direct Debit Request Billing Organisation Information
The address in the Direct Debit request is pulled directly from BBMS and is not something that can be changed to a PO box. Please allow us to change the Billing Organisation details to PO BOX. -
Ability to edit or delete gifts imported from third-party integrations in a batch
Why is this useful? Gifts imported from third-party integrations can have key fields such as Gift Type, Payment Method, Amount, and Receipt Amount locked, with no option to delete the gift. This limits the ability to correct or remove an imported ... -
Remove the automatic filters from appeals
When I open an appeal, a new feature has been added that automatically applies two filters - Gift Date: This Fiscal Year and Revenue Type: Received. I cannot remove them. When I first open an Appeal, I would prefer there be no filters applied. Let... -
Package code totals don't roll up into the appeal total anymore
In database view, you would add the quantity for the package and the total would add up into the appeal total. This does not happen anymore in WebView. You have to enter the total for the appeal manually and adjust every time you add a package cod... -
On web view Campaigns, Funds, Appeals pages - add a button for returning to the Campaigns, Funds, or Appeals pages from within a specific record
Currently, a user must return to the main left navigation, requiring either clicks (if expanded) or searching down the list (if collapsed). It would be more efficient to be able to go directly to the list of campaigns from within a campaign record...
