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Add disbursement date as custom field in NXT
For reconciliation purposes across gifts of all payment methods, we add the date the gift hits the bank account as a custom field. This includes thousands of BBMS transactions annually. It would save a tremendous amount of time if the disbursement...0 Reviewed: Voting Open
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Ability to create new email receipt template from existing one
It would save an hour if I could either copy an existing e-receipt template or use Save As to create a new email receipt template. Please add this functionality!3 Reviewed: Voting Open
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Have Committed Option to include cash and pledges combined
No description provided0 Reviewed: Voting Open
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Constituent ID available as a column selection NXT Gift Batch
Ability to have a column in Gift batch that had constituent ID like in Database View Gift Batch. This would mean online donations could come through with and constituent ID and make it easier for referencing and checking. At the moment you search ...2 Reviewed: Voting Open
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Membership in the receipting tool
Please allow membership fields to be merged into the receipting tool. It is nearly impossible to use this tool if there is not membership information able to be included. Additionally, having soft credit merge option for gifts of membership and 3r...0 Reviewed: Voting Open
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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.3 Reviewed: Voting Open
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Copy Gift receipt templates
It would be useful if the default template could be copied and used as a template when creating additional ereceipt templates. This would save time with information that does not change between templates.2 Reviewed: Voting Open
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Make it possible to unapply a gift to the Pledge or Recurring Gift in RE.
When a gift is applied to the pledge or recurring gift in error, we should be able to unapply the gift to the pledge or recurring gift without having to make adjustment or deleting the gift.1 Reviewed: Voting Open
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Add "Gift aid qualification method" field to a webview gift batch
If you don't, how are you supposed to indicate whether a gift is gift aidable or not?2 Reviewed: Voting Open
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Add Gift Code field to web view
We use the field to identify whether the gift is considered a Major gift or Member as it relates to the budget.8 Reviewed: Voting Open