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Direct Debit Gift Date and Transaction Date not Matching
The gift date and transaction date don’t align for direct debits. We understand disbursement dates also don’t align, but we can run a report that shows both the gift dates and disbursement dates. The issue is that direct debit gift dates on a dono...1 Reviewed: Voting Open
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Make an offline recurring gift option.
We are in the UK ans have only just started using the recurring gift option via donation forms. We use a third party direct debit collection service and import these gifts twice monthly using their recurring gift template. However when adding new ...0 Reviewed: Voting Open
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Appeal results in constituent record in NXT
If you add a gift and associate it with an appeal in NXT, it does not appear in the Appeal tab on a constituent record and does not show in Database view. The only way for appeals to show in the appeal tab in NXT and Database view is if the gift i...0
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Need "Receipt Date" and "Receipt Status" merge field in NXT receipt templates
These two populate in the Transaction Details merge field, but aren't available as their own merge fields (unlike most other info). The Transaction Details merge field as it stands now doesn't always work for our purposes (usually problem of info ...3 Reviewed: Voting Open
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Ability to delete Gifts made through NXT
The heading says it all. Just because a gift is made through NXT doesn't mean it should be barred from being deleted. This is a cumbersome feature that may "work as designed" but the design is bad. It makes the actual work of gift entry, reporting...2 Reviewed: Voting Open
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One batch for all gifts in Gift Management for NXT Donation Forms
It would be helpful if all the gifts generated through Donation Forms would come into Gift Management in one batch regardless of payment method. Since the disbursements are through BBMS the amount to reconcile to is the total on disbursement date....0 Reviewed: Voting Open
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Add transaction ID from NXT Event Registrations to the RE Database record, just like you now can with NXT Donations
BB support has verified that the Transaction ID information is displayed on the Attribute tab of the gift record in the RE Database View for donation forms only. This does not apply to event registration forms. I propose this enhancement, of inclu...1 Reviewed: Voting Open
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Automated Pledge Reminders via email
Is it possible to get automated pledge reminders via email set up so that once a pledge is made, the system will remind them that they have an outstanding pledge every month, quarter, or year until it is paid?5 Reviewed: Voting Open
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Allow Gift-in-Kind Type records to be edited in web view
I discovered today that I cannot edit Gift-in-Kind Type gift records in RE Web View. I can only do so in the Database View. Unfortunately, with the planned phase out of the Database View, this is an important feature to have to help correct an ent...0
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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