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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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NXT Webview Batch Import
It would be great if there was a way to import/upload a data file into a WebView batch. When you have a many gifts for one batch it is very time consuming to add one at a time.0
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Automatically change the "response" on the appeal tab to GAVE when a related gift is entered
Automatically update appeal responses for constituents that already have an appeal within their appeal tab. Scenario: Appeal is preloaded onto a constituent record when a direct mail piece is sent out. When a gift is received and that appeal is en...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
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Automated batch report in NXT
For internal (Finace) and external (auditors) purposes we need reports for each batch committed. We also use the printed batch report as our deposit slip when we submit our checks for deposit.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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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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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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Global changes in RE NXT
With a large number of recurring donors, we receive large number of exceptions. After a number of retries, we termiante the recurring gifts. Currently, in RE NXT we termiante the recurring gifts one by one. It would be very helpful to have the alr...0
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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