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Query on specifically on automatic or manual recurring gifts
We need to be able to create a list of all the manual recurring gifts that need to be changed to automatic recurring gifts in NXT1
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Add the option to delete a recurring gift that failed when automatically being charged through NXT
When I convert a recurring gift from manually to automated, we should have the option to delete the gift record if the payment failed instead of having gift records of $0.00. We should also have the option to revert from automated to manually.0
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Include gift-in-kind donations in giving statements!
It would be helpful to be able to download a giving statement that includes all of the donor's giving, including gift in kind donations.0
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Set up recurring gift in batch in NXT without credit card being processed
Set up recurring gift in batch in NXT without credit card being processed0
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RENXT Online Donations does not include Credit Card Type in the actual gift record
While processing/approving credit card donations in batch, we discovered that the Credit Card Type is not included in what we can see - this would help tremendously so that we can track which cards our donors use. Please consider this since the in...0
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Automatically mark recurring gifts terminated when constituent marked deceased
Recurring gifts should instantly be marked terminated when a constituent is marked deceased, especially when automated.0
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Generate acknowledgement letters in web view
Is there not yet a way to generate acknowledgement letters in web view? I have done this in database view but cannot find a way to set up this function in web view. In the past I have used the database view to run acknowledgement letters (via batc...0
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Make the reference (comments) field in a gift editable in web view
At this time, an unposted gift can be edited in nearly every way from the web view. However, if there is a comment (reference in database view), it's view-only, there's nowhere in the web view of the gift to edit it. This is quite frustrating when...0
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Automatically run Bi-Monthly recurring Gifts
I have a few donors who want to give every other month. However, it is still manual and can't be ported over like monthly gifts. If I am out of the office on leave, their donation does not get processed. Can there be an option for Merchant to auto...0
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Web view gift batches need more fields available in Sky API
We import gifts from LO, but we cannot use Omatic Cloud to import because the receipt number field is not available in web view. There are actually a lot of fields not available in web view gift batches and we don't have functionality to Globally ...0