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View gift properties in web view
For auditing and review purposes, it would be incredibly useful to be able to see gift properties from within a gift record in web view, much like you can view constituent properties. These properties should include date added, date last changed, ...0
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Report Tools - Pledge Balance vs. double counting donations
When pulling up campaign,event, or appeal reports - the donations are currently double counted when a donor pays their pledge - the report needs to include the actual payments, but then only counted pledge BALANCES, not the former pledge in the re...0
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Display Soft Credits in Timeline Block
While soft credits are listed in the giving block on a person's record in NXT, they do not display on the timeline block. The timeline block is useful for seeing someone's pattern of giving at a glance (when all you care to see is what month the c...1
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We need an alert for recent subsequent donations of the same amount to the same donor.
For example, if a $55,000 gift is added to a record 1-3-2023 and a user attempts to add another gift for $55,000 1-12-2023 to the same record, we need a real-time, in-process alert that will notify the user adding the second gift that a gift of th...1
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Run Lists Based on Unapproved Batch Gifts
My team likes to triple check our gift batches before we approve them. Being able to export all batches into an Excel spreadsheet would dramatically improve this process.1
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Web Receipt Download - File Name
Currently when we download the webview receipts in order to keep a copy for our records (since they don't appear in our email sent box and the receipt expires) the zip file is generated with the title of the donors receipt name format. But donors ...0
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Make Receipting Option Available on Pledges in NXT
If there was an option to generate a receipt on the pledge you could use a custom receipt template to send a pledge reminder from NXT. This would allow our solicitors to interact with their assigned contacts regarding the pledge instead of it havi...0
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When adding gift in web view with payment method: credit card, allow option to record outside payment processors
Some of our gifts are processed via an outside payment processor (authorize.net) but still need to be recorded in RE. In web view, if you select credit card as the payment method, it requires that you choose BBMS to "process with". We need the abi...1
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Enter donor's original gift and corporate matching gift in one gift batch.
It is becoming more common for corporations - or third party vendors - to send a single check or EFT transmission that includes both the donor's original gift and the corporate match. Currently, these gifts have to be entered in two separate batch...1
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Anonymous donors should show as Anonymous on dashboards
Donors who wish to make a gift anonymously trust us not to reveal their information.0