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Add Miscellaneous and Attributes RE7 Tabs to Gift Entry in NXT
Our group uses the miscellaneous and Attributes tabs to track deposit numbers and gift codes for each gift. We are structured like an affiliate model and these two fields are critical in our revenue tracking and finance reconciliation. These are t...1
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Giving History summary by fiscal year
I regularly want to see total giving by fiscal year for a donor, going 5 years back. If a donor has made regular gifts, this is a tedious task to add. I am also slowed down by thinking about the actual fiscal year and which year the dates fall int...0
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Find open pledges for gift entry in webview
Gift entry is not accurate if entered in Webview if/when there is an open pledge. There is no point in ever using Webview to enter gifts if you are an organization that collects pledges period. Please update webview so that if a constituent has an...0
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Searching Campaigns, Appeals, and Funds
Thanks for the workshop Kaileigh…as someone new to NXT it be easier to have NXT provide the option of search or drop down for the selection of Fund, Campaign, Appeal in the Gift creation screen. Once someone is more familiar I can see the strength...0
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Attachment icon of paperclip needed in Gifts Lists
When you create a Gifts list in NXT there is no way to tell if there is an attachment to each gift. If the paperclip icon could be somewhere that would be great. Or if there could be a choice in columns for attachments that would be ok too. We jus...0
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Gift Management: Display Overall Totals for Unapproved Total Gifts and Total Amount
It would be helpful to have additional stats at the top of Gift Management, specifically related to the number of gifts and the amount of gifts that are located within unapproved batches.0
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Fully Functional Analytical Reports Added to NXT
RE has analytical reports that can be used to create a LYBUNT (last year but not this year report by fund). In short, I can run a report by fund to see donors that have lapsed since their last gift the year before. It would be helpful if these rep...0
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Tax Receipts in PDF Format Need to be Edit-Proof
When a donor downloads their ereceipt, the PDF is not protected. Information therein such as the donor’s name and amount can then easily be modified. As per CRA rules, this document needs to be edit-proof. However, we can't control that if a donor...0
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Allow receipting of in-kind gifts in NXT webview
It would be great to be able to send all our receipts from one place.0
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Develop the ability to trigger a workflow based on cumlative giving during a specific time frame.
This would be beneficial when recognizing donors who hit gift recognition society status or giving levels.0