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Automatic Association (Link) for Appeals Funds Campaigns on Gift Entry
An ability for Appeal, Fund, and Campaign records, to automatically associate themselves with each other after a gift they are linked on, is saved... I know we can manually link Appeals, Funds, Campaigns on their appropriate tabs from within those...0
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Ability to add gifts in different currencies
The ability to add convert and track gifts from multiple currencies (USD, CAD) needs to be added to the NXT webview. This functionality does exist in RE 7/database view1
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Time saver for Data Entry Projects: User Options for Screen Display
Time saver for Data Entry Projects: In database view, I have the option of choosing which tab of a constituent record the file opens to when looking up constituents. i.e. I am working on adding an attribute, every constituent I type in the databas...1
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Credit card round up feature
It would be great if donors could sign up to have each transaction on a credit/debit card rounded up to the next dollar to be donated to our organization. There are third party platforms that offer this feature, but it would be beneficial for this...0
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Let recurring gifts credit donors' pledges
We have donors that have a pledge with us and would like their monthly charges to come out automatically every month. Pledges allow you to put in card information but doesn't charge and recurring gifts don't credit pledges. It'd be nice to have re...0
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Display which participant is supported by a gift
When a gift is linked to a participant as "Other gift" - display the participant name in the Giving History view of gifts0
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Ability to edit/convert recurring gifts
Ability to convert a recurring split gift into two different recurring gifts if needed instead of having to terminate and start completely over.0
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Payment Methods
Being able to add additional payment methods, like Stripe and Facebook for easier tracking into accounting system.1
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Default Soft Credits in Gift Batch
Much like being able to default honor/memorials or split gifts in batch, it would be handy to be able to default soft credits within them too. There doesn't seem to be an easy way to add the same soft credit within a batch to an entire group.0
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Add "PAY It" and "Square " as a form of payment , when entering in constituents file for a gift.
We are getting more payments through Pay It and Square , at the moment we are entering them under OTHER and then putting a note in reference . When running reports this is not helping us this way .1