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ALL RECEIPTING CAPABILITIES IN DATABASE VIEW SHOULD BE AVAILABLE IN WEBVIEW
In database view, there are more merge fields available for receipting that are not in webview: notes for stock gifts, gift in kind details, split gifts, gift advantage details receipt amount AND gift amount (this is needed for when there is a gif...3 Reviewed: Voting Open
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Add expenses to appeals in NXT
I need to be able to allocate expenses to a specific appeal and there is no function to add this in NXT.0 Reviewed: Voting Open
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Ability to see e-receipts so we can see what donors see.
While we can currently resend e-receipts to donors which is helpful, we can't see what the receipt looks like. It would be helpful on our end if we knew what we were sending them.1 Reviewed: Voting Open
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Dropdown of table options made available
Where there is a magnifying glass on a data entry point, if you click on the magnifying glass, you should be able to see a dropdown of the table options that sit behind it. For example, a list of funds, campaigns and appeals - although this could ...4 Reviewed: Voting Open
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Ability to convert or delete recurring gifts and pledge payments
It would be helpful to be able to transfer a recurring gift payment to either another recurring gift (if applied in error to the wrong recurring gift) or apply towards a pledge. In addition, like any other gift, it should have the option to delete...0 Reviewed: Voting Open
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Query on gift adjustment
You should be able to query on the Previous Amount field after a gift adjustment has been made. Running an Adjusted Gift Report shows these but why should we have to run a report when a simple query could be used. This would be really useful from ...0
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Adaptable receipt templates
As a French-speaking organization based in Switzerland, we require a receipt template available in French, or at least one that can be easily adapted and personalized. Currently, the gift details are only in English, which makes the template unsui...0
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Batch columns need to stay in place, not default back
When looking at gifts under Batches, WHY do the columns automatically move back to the default settings? Every time I have to move the relevant columns to the front, it's very annoying and time consuming having to do this on EVERY batch0 Reviewed: Voting Open
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Recurring Gifts - Batch Entry
I have seen many comments on recurring gifts and pledge payments. We treat these two differently. Recurring payments are considered when donors set up a schedule on their own for a specific period of time. Pledges need a signed document, and it is...0
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Add more customization to fund overview in NXT/WV
When looking at a fund record in NXT, we get very nice analytical/reporting features such as top donors, top appeals, etc etc. Some of this information is similar to what can be generated in dbv when going (on a Fund record) to View-->Gifts or ...1 Reviewed: Voting Open