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Ability to collect Gift Aid declarations online (without a donation)
There may be an idea for this already in a different category (before the Gift Aid category existed). Please can there be a way in which we can collect Gift Aid declarations from supporters who donate via other mechanisms, just by sending them a f...Reviewed: Voting Open
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Allow Gift Aid claims on donors with initial only as per HMRC
Since the migration of Gift Aid to NXT web view we are no longer able to claim on donors who we have only an initial for, as opposed to a full first name. HMRC rules state that donor initial is sufficient and this was fine in database view two mon...Reviewed: Voting Open
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Allow moving of gifts from organization to individual and vice versa
So, I was very excited about the moving gifts feature recently released in NXT, only to discover that I cannot move a gift from an organization to an individual. The bulk of our "errors" this way are just that. It gets entered under the constituen...Planned
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Soft Credit Buttons Are Risky in NXT
Just today, I needed to add over 40 soft credits to a single gift (workplace campaign). TWICE in one sitting, I accidentally clicked "Distribute Evenly" and had to go back and redo all the soft credit amounts. All I want is for there to be an addi... -
Bring over DBV Expected Gifts Summary Panel as an NXT custom home page layout option
The Expected Gifts Summary Panel in DBV has been so valuable to be able to quickly answer leadership questions on expected recurring gift and/or pledge revenue for the coming month(s) or fiscal years. It is so easy to quickly switch from week, mon...Reviewed: Voting Open
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Add NXT/OLX Form Name to Disbursement Reports in BBMS
Please add the NXT/OLX form name to the comments column (or add a column) on the disbursement reports from BBMS so each donation's origin can be tracked. This is already done for Education Management event registrations and school forms; and you c...Reviewed: Voting Open
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Automate Linking gifts to Planned Gift
Linking gifts one by one to a Planned Gift to realize revenue is very time-consuming. Can we please have this process automated, or some type of global option when there are multiple gifts for the Planned Gift.Reviewed: Voting Open
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Report Builder Planned Gift fields
Please add all fields for planned gifts to the insight builder. We have a desperate need to be able to build dashboards on planned giving and basically have no ability to do so within the tool.Reviewed: Voting Open
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Add to field "Receipt type" a choice
In RE on Bio 2/Org 2 we use the Receipt Type "Consolidated receipts", not "One receipt per gift", however, when entering a new record, I do not have this choice.Reviewed: Voting Open
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All the use of an 'Ask' query in Gift Posting
When posting gifts, we have a query we attach to the criteria. The query criteria is Gift Batch Number <ask>. In database view when we run the posting, the query ask will pop-up and we enter the batch number we want to post. We did not get t...Planned
