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Add filter fields/columns to gift batch on NXT
We can't see customized fields like "gift codes" without having to go into each gift.0
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Adding pledge payments should be allowed in RENXT, not just in RE7
No description provided8
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Option to add soft credit to historic gifts when a spouse record is promoted to a constituent record.
We have accounts where the spouse record is converted to a constituent, but they are not soft credited on historic giving.0
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Auto-acknowledge on NXT batches
When you approve the batch in NXT it automatically sends out tax receipts to the donors. It then automatically marks that gift as receipted. Since they have been sent an email and the tax receipt it would be nice to also have the option to automat...1 Reviewed: Voting Open
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Auto-populate Fund when applying pledge payment
When applying a payment to a pledge in RENXT, it would be helpful if the system would auto-populate the Fund after you have selected the pledge to apply the payment to. The RE7 system would do that.1
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Allow multiple editable PDF receipt templates in NXT
Our organization has two separate charitable entities (with different charitable numbers), each requiring a different gift receipt template. We also require different receipt formats for In-Kind vs. Cash gifts. I currently have these templates set...0
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Expand Filter options in Gift List
We identify Qualified Charitable Distributions (QCDs) through Gift Code: IRA, but Gift Code is not a filter option in RE NXT; therefore, I have to start with a static query, which doesn't meet our needs for identifying these gifts in real time.0
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Apply a payment in NXT to a pledge in a batch that is not a recurring gift
An option needs to be added within the batch process to link the payment to an existing pledge. Currently you are forced to process the payment as a cash gift, then move to the Database view to link the payment to said pledge. This process will no...0
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Giving Statements
The ability to specify gift amounts, for example excluding $0 gifts, would be very helpful. Giving statements are run from a constituent list, that include the record and the gifts that fall within the date range. Within a constituent list you can...6
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Seeing Gifts made in Tribute on the tributee's record
It is great to see Soft credited gifts on the record that is soft-credited but we would like to see the same behavior for tribute gifts. So If I go to constituent x who is honored and memorialized, I want to see all these gifts on record X's gift ...1