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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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Default Automated Recurring Payment Fields
I have a significant number of automated recurring gifts on NXT. And many of these are marked with a specific appeal code and fiscal year campaign code. However all the recurring gift payments for years still have that appeal and (now inactive) ca...0
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A summary Giving Statement option for RENXT
As a sponsorship organization, our donors have many gift splits by fund for a single donation. On the year-end statement they only want the total but currently there is not an option to eliminate the fund column.0
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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
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Link Contacts to a Gift Record
With larger organizations, specific gifts may need to be acknowledged/stewarded to specific contacts. It would be helpful if Gift Records could include a Contacts field that could pull from the relationshps for specific gifts for reporting, receip...0
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Setting to prevent multiple automatic batches in NXT
We use donor forms in NXT and have found that multiple batches are being created in the same calendar day. It would simplify our approving process and our bookkeeping to only have one batch per calendar day.0
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Allow a pledge to be set up as recurring gift
Some of our donors pledge big amounts but are able to pay in small portions. I forget to charge them each month or year, this should be an automatic process set up to charge the donor according to set up schedule. It was possible in e-Tapestry, it...0
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Allow for automatic email of receipt for single gifts
I thought it might be possible with the Workflow email to set an automatically emailed receipt but there is not enough information available to create receipts. I know that Online Express already generates receipts for those gifts, I would like an...0
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Constituent address needs to be a choice in a gift list!!!
The purpose would be to easily mail donors by the list formed from common criteria in a gift list. I'd like to send ask/sponsor letters to all who have donated to a particular event in the past. More column choices are needed.1