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Move failed automated recurring gifts to a seperate batch
Commiting failed recurring gifts causes many reports to come out wrong. Please move these to a seperate holding batch so they are not accidentally commited.1
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Only sent appeals to the Donors should be listed under Appeals tab.
When a gift entered for $1000, if chosen appeal is Unsolicited, it is auto updating Appeal tab of the Donor record showing Unsolicited appeal with $1000. Is there a way to remove it from automatically being added, our leadership wants to see only ...1
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Adding gifts in web view would automatically add Appeal to the constituent record
Right now, if you add gifts in the database view, the appeal will automatically be added to the constituent record. This is not the case in the web view. It would be really helpful for that functionality to exist on both views because right now it...2
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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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Enter Credit Card gifts without charging in NXT
Right now, there's no way to enter a credit card gift in NXT without charging to the credit/debit card. That makes it impossible to enter gifts that have already been processed through BBMS (for example through web-based donations forms) or that h...1
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Add columns for Current Fiscal Year AND prior fiscal years
In NXT under "Lists," there should be a column for "Current Fiscal Year" to see a donor's giving that year. Moreover, there should be column options to see the giving for prior fiscal years for a certain time frame and/or from their first donation...0
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Addition of constituent summary within gift list
Adding the constituent summary to a gift list is useful if you use this list to email or do a mail merge with this information. Having the constituent contact information attached to this list would make it useful in other ways.1
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Pledge activity report: modify to include overall total pledges due by year
Accounting for budgeting purposes0
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Unlink Tribute Info
Sometimes donors misuse the tribute information section of the OLX form. Often, they do so to be sweet, such as saying that their gift is in honor of your amazing and dedicated staff. And while the sentiment is nice, processing the gift requires t...1
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Allow automated recurring gift to be rescheduled in RENXT
Currently need to cancel existing gift and enter a new one. This means we have to ask the donor to enter a new recurring gift or to provide us with the CC info. Not consistent with how manually processed gifts are handled.0