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Have Automatic Recurring Gifts, that Shouldn't be Acknowledged, be Marked DO NOT ACKNOWLEDGE Automatically Based Upon Original Recurring Gift
We love the automated recurring gifts!! However, one of the purposes of the automation (to be more efficient) is defeated if we have to go into every batch and manually mark specific gifts as DO NOT ACKNOWLEDGE based upon donor request or gift fre...0
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When Adding a Gift in RENXT, Add the "Benefits" Field to the Form
This functionality would allow the user to add a gift to a donor profile, accept credit card payment, and select the benefit for the constituent.0
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Enable writing to Gift ID when importing to Batch
We use Gift ID to import transaction codes/confirmation codes from external sources, such as Luminate online or BBMS. This enables audits between the two systems to ensure that all data has been transferred into RE, and also excludes the possibili...1
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BBMS should support Batch Billing for Credit Card Fees
BBMS would be a more usable system for processing donations if the organization could be billed for the credit card fees together (at the end of the month, for example), rather than taking a cut of each donation. That would allow for fundraising a...0
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Gift Types in Web view & DB view should be identical
For simpler management & Data integrity the field options should remain the same across views0
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automatic soft credit gifts of deceased constituent to surviving spouse
In the database view, we have a business rule set that creates a record for a surviving spouse when a constituent is marked deceased. Part of that rule also automatically soft credits all gifts in the deceased constituent's record to the new survi...0
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Add Planned Gifts from NXT
Our Campaign Manager would like to enter planned gifts from NXT instead of having to use Database View.0
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Option to remove soft credits from lists
When I'm pulling lists the soft credits are coming in. It would be great to have an option to remove soft credits.0
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Default Order Type "E-Commerce" for Automated Recurring Gifts
All recurring gifts are E-Commerce gifts so we should have the ability to default the Order Type for automated recurring gift payments in NXT to "E-Commerce". Currently the Order Type flows through to RE as "Telephone".0
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Custom column in batch view
In the batch view, create a custom column showing the projected amount of the batch0