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Fiscal Year to Date Giving - Summary Field AND List Column
We have donors that make multiple gifts a year. Their latest gift might be $250, but their total giving for the year is $10,000. It would be great to have a summary field in the web-view that totals this, so it does not have to be totaled manually...13 Reviewed: Voting Open
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Ability to Delete Gifts that were entered in NXT Webview
Currently you are unable to delete out a gift if it was entered in NXT webview. Please update this capability to allow for a cleaner gift record.0
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In Insight Builder add the ability to filter by Pledge Installment Due Date in addition to Gift DAte.
When building dashboards in Database View this ability exists to view Expected Gifts by the date they will be paid allowing accounting and dev staff to both plan ahead for cash flow and impact pipeline management decisions. As Database View is bei...0
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Remove terminated pledges from the summary giving tile view
Suppress cancelled/ terminated pledges from being shown on users' web view (or alternatively allow the STATUS of terminated pledges to be seen right next to the gift; in quick view). Fundraiser's in particular would appreciate this hugely when tal...0
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Apply stored credit card to a new gift
If a credit card is stored on file, I would like to be able to apply that credit card as payment for a new gift authorized by the donor.0
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Changing Gift Aid on NXT Batch Gifts
We have people who donate and can/can't gift aid on certain gifts. It would be good to change gift aid status in NXT batches.0
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Allow Individual Giving Statement for Inactive Constituent
When generating individual giving statements, allow search on inactive records. We had someone go inactive during the year, but then reach out to us for a giving statement. I had to go back to their record, mark them active, generate the giving st...0
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Allow Giving statement emails to be customized
In "Gift receipting" and "Giving Statements" (formerly "consolidated receipting"), under the Fundraising tab in web view: - the usefulness of these functions is greatly hampered by the limited types of gifts/payments that it pulls from. Specifical...
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Add the option to delete an unapproved gift batch
Please add an option to delete unapproved gift batches. Back in 2022 we received event registrations through NXT batch but ended up processing the transactions through database view. Since then, we've had the "gift pending approval" icon on consti...1
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Need same ability to create and edit pdf templates in gift receipting like email receipting
The standard default pdf receipt template has limited editing options. Need the same options as email receipt templates in gift receipting.2