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Create recurring gift payments to a pledge
This will allow us to easily keep track of pledges that have a recurring credit payment associated with them.0
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Viewing sums at the bottom of gift lists
Hello, a feature that would be very helpful in RENXT is the ability to view gift totals within a list of records that will update based on filters. For example, if I filter a gift listing to see only current fiscal year, I'd like to be able to sel...2
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Add Gift option in NXT needs more options.
The new 'Add Gift' option could be helpful, but does not give the option for all the fields we currently use to enter gifts, making it less efficient (since I would have to go into database view to complete gift fields not available in NXT) and no...0
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Show the appeals instead of/in addition to funds
So many places in NXT show the fund and not the appeal. Funds are where the money is going and tied to Finance. Appeals are how/why the money is coming in, and are much more relevant to fundraisers. Please show the appeals in each place that has a...1
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Gift types in DB view should be the same in NXT
Currently the ability to select gift types in Dashboard reporting is limiting. The gift types particular Stock gift types do not represent the entire picture of fundraising efforts compared to the DB view. This seems like a pretty simple fix and w...0
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Pledge Installment Due Date Field on Column Output and/or in Filter
We would like to be able to view the pledge installment due date (past due or upcoming) in column output as well as a field to filter on. While the overdue pledge feature is helpful, we would like to be able to look forward at what will be due in ...1
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Allow ability to change recurring frequency on automated recurring gifts
If a recurring gift is set up by a constituent and he/she makes an error on the frequency, RE doesn't allow me to make the change/correction for the donor. Currently RE requires that the recurring gift be terminated and the constituent has to set ...0
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Ability to include planned gifts in the giving summary totals
We need to have planned gifts included in the individual gift summary. Right now the gift summary appears to be based on revenue received, but most of what we do is based on commitments. I'd like the option to choose whether you use revenue receiv...0
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The Ability to update automated recurring gifts via an import
We have an on going upgrade calling campaign and are looking at converting to Auto RGs in NXT. Without the capability to import I don't see how we can covert to Auto RGS0
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Please add to NXT the ability to pull Assigned solicitor amount and a gift summary field based on date range, fund and gift type
Solicitors want a quick glance of their portfolio that shows who has and hasn't given with the additional ability to see the comparison of ask vs actual2