-
Flag "Head of Household" when entering gifts in ReNXT Web View Gift Batches
We currently enter gifts on the Head of Household records only and not the spouse. When entering gifts in web view batches it would be helpful if there was a flag or notification that alerted whether or not the record selected is the Head of House...0 Reviewed: Voting Open
-
Filter out donors with NO email address when generating gift receipts
I'm looking into using the new eReceipting tool in Webview to send gift receipts. It would be great to be able to filter out donors that do not have an email address on file. We already send them a paper receipt along with a thank you letter. I un...0 Reviewed: Voting Open
-
Improvements for RE NXT > Gift Management > Adding gifts / Batch of gifts
Limitations in Gift Management > Adding gifts : Under Gift Type there is no option to add Stock/Property There is no option to apply a gift to a Pledge There is no option to add a Tribute There is no option to add attachments1 Reviewed: Voting Open
-
Add Documents in gift batches in NXT
Would LOVE to have the ability to upload documents (eg copy of check, DAF letter) to gifts within an NXT gift batch rather than the additional step of adding the docs to individual records after posting the batch.0 Reviewed: Voting Open
-
Show Pledge Write-offs on Giving Tile
Can we see pledge write-offs on the Giving tile, or at least the pledge balance to identify when a pledge has been written-off?0 Reviewed: Voting Open
-
Allow cash gifts to be linked to a planned gift on another record as realised revenue
This is a commonly discussed issue across BB forums - we need to place the cash received on the individual / organisation that paid us the money, however we need to apply this money as realised revenue against a planned gift. As the person with th...0 Reviewed: Voting Open
-
Web Receipt Download - File Name
Currently when we download the webview receipts in order to keep a copy for our records (since they don't appear in our email sent box and the receipt expires) the zip file is generated with the title of the donors receipt name format. But donors ...0 Reviewed: Voting Open
-
Credit Card Updater report in Merchant Services
Add search and export capabilities. Also, dupe entries are included in the report. This could be a very useful tool for us, but having to scroll through the list with only 10 rows per screenload is not useful.0 Reviewed: Voting Open
-
Allow sorting in "Not receipted" view
In Fundraising > Gift Receipting > Not Receipting, it is not currently possible to change the sort order of the gifts displayed. It would be much easier to work with large groups of gifts if they were sorted by date, or if we could choose ho...1 Reviewed: Voting Open
-
NXT Receipts to Organization Contacts
Our organization manually prepares (or through mail merge) many acknowledgements to organization contacts. It would be great if NXT receipting had functionality to send a receipt to an organization w/ the ability to select a contact from relations...0 Reviewed: Voting Open