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Customize columns in Gift Mangement Batches
My org uses a lockbox service to process through direct mail gifts. As a result, they only provide the Constituent ID in the spreadsheet we use to upload the gift information. When viewing the batch, it only displays the donor name. And there are ...0
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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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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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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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Need functionality to add benefits to gifts in RENXT Gift Management
Adding benefits is a basic gift processing function and I am surprised this feature is not present in RENXT Gift Management. We currently have to approve gifts that come in through an RENXT form in RENXT, then go into database view to add the bene...0
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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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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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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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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
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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