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Organized NXT Fundraising Gifts
Can you please make Re -> Fundraising -> Gift management more organized? It should be all separated by date not random dump piles. This would make work easier, thank you!0
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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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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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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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JustGiving gifts include BBMS credit card info
With JustGiving integration into NXT, it would be really helpful to have the BBMS information (credit card info, authorization code, etc) included in the gift record so we can easily reconcile all credit card gifts. Right now we have to manually a...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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Fund ID Column Needed in BBMS Report
With the canned report available in BBMS, there is not a Fund ID listed. As a result, it is extremely labor intensive to reconcile credit card gifts to their intended fund. Can you please add a Fund ID column to the canned report?2
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Action Tile on Gift Record
I would love to be able to link an Action to a Gift...as you can currently link an Action to a Proposal. Preferably so that the Action is accessible from the Actions Tile of both the Gift Record and the Constituent Record. This way, when a fundrai...1
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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