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Assign Default Acknowledgment Letter
Would love to be able to assign a default letter to an event, appeal, or donation form (webview or database view). Right now, every letter must be assigned to each donation and it is easier to assign while in database/batch view.0
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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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Editable manually added gifts in RE web
Currently, if a gift record is manually added in RE web for a constituent, there's no way to edit it (i.e. change it to a pledge) or delete it. A support rep offered a solution to make the payment $0 and transfer it to a dummy account. That's a lo...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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Gift credit should not automatically be given to assigned fundraisers
Major gift officers are given credit only for the gifts they make specific solicitations for - not for the small gifts that come in through unsolicited asks, or on direct mail. For small gifts to have credit automatically applied to assigned fundr...0
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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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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