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Charge credit card through constituent record
It would be helpful if the virtual terminal was connected to RE NXT so I could enter a credit card payment directly through the constituent record instead of having to double enter the gift.Reviewed: Voting Open
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Please bring over the Currency Exchange function to NXT.
No description providedReviewed: Voting Open
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Add Anonymous as option to display as column in lists
Please add the option for the Donor is Anonymous and Gift is Anonymous fields to be displayed in ReNXT lists.Reviewed: Voting Open
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Exclude Event Registration Fees from Lifetime Giving & Gift Lists in NXT
We need to be able to exclude event registration fees from Gift Lists and from the Lifetime Giving Summary. We don't consider registration fees gifts and it does not provide a realistic report of someone's giving history. Event registration fees r...Reviewed: Voting Open
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Add Gift Attributes to AI acknowledge messages
Allow for additional merge fields, such as Gift Attributes in AI acknowledgements. We specifically use a gift attribute for charitable giving contributions (e.g. DAF, IRA QCD). Thank you!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!Reviewed: Voting Open
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Discount on multi-year pledges
Rather than having Excel calculate present value on pledges, it would be great for RE to do this since the pledges and pay-cash is already stored there. This would eliminate the need to transfer this information to Excel. -
allow editing Payment Information in gift record
If I want to edit a gift payment type or a check number, currently can't. What if I made a mistake, or if I need to correct a historical record? I can't see a reason why this isn't a field that can have changes made to it.Reviewed: Voting Open
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Gift Query: Addition of Yearly Total Filter
When creating a gift query there is no "Summary" of gift total ability. I would like to be able to ask for all donors whose gift total "between a certain parameter" was "greater than or equal to" a value. In a constituent query this works but all ...Reviewed: Voting Open
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Flag declarations when taking a donation
When taking a credit card donation through adding an NXT gift, you have to enter the Gift Aid declaration information before it then tells you that there is already a declaration on the record. Please can this be added as a flag BEFORE you add tha...Reviewed: Voting Open
