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Ability to undo posting to FE
If something is posted from RE to FE mistakenly, the steps to undo this can be cumbersome and involves a plugin, and even then isn't simple. There should be an "Undo" function that allows a single Posting to be undone with a click or two, rather t...0
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OLX Forms with gifts to multiple funds
Our institution loves the OLX form -- but they want to offer the option to support giving to more than one fund with a single gift -- as in NetCommunity. Can this be added?1
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Add Gift Benefits option to NXT
Ultimatley all the features from the database view should be in NXT. However, anyone that uses any cort of E-commerce/tracks there individual products using benefits is very much slowed down because we have to operate in the database view0
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Allow users to define GL Post Date rules for automated web view batches
Automated regular giving is great but currently the GL Post Date defaults to the date the gift is added. We reconcile GL Post Date to the date disbursement is received, which for us is debit date + 1. I would like to be able to define this in rule...0
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Offer an Online Store Option - or a gift premium selection module
We want to offer logo merchandise and wearables available for a suggested donation amount. Make it user-editable pricing as an option to allow for the suggested donation language to avoid sales and tax/profit language. Heading to PayPal where they...0
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Giving Statements
Please make a giving statement that does not list each donation by date - our donors only want to know how much they can to a particular fund for the year, for tax purposes. This is actually in the Giving Statement that you just issued, but all of...0
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Need a SKIP button on Pledge Payments set up as recurring gifts in BBMS OLX
When you make an adjustment to a pledge payment...it automatically creates an adjustment to the original pledge payment. You can skip a payment for a regular gift without having to make an adjustment (to the payment schedule). Which is a wonderful...0
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Display total amount of pledge in webview
Pledge records in webview show the payments made, the balance and the next installment, but do not show the full amount pledged like we see in database view. This means that user have to eother manually calculate the total or go into database view...0
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Allow Appeal and or Campaign to be edited once posted
Occasionally a gift gets added with an incorrect campaign or appeal or none at all. It would be nice to be able to edit these fields without having to do a complete gift adjustment.0
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Ability to customize lifetime giving by gift type. (on home screen)
I.e., remove unpaid pledges, add matching gift payments. This is hugely important for donor recognition in my organization. The current view in NXT gives us numbers that are inconsistent with our recognition policies. So we have to do math in orde...1