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Separate revocable planned gifts with its own gift type
The ability to separate revocable (and countable) planned gifts from irrevocable is somewhat difficult within NXT's Campaign dashboard. There exists an option to count planned gifts as Committed revenue, but the option doesn't distinguish between ...0
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Add a Settings option to adjust fields display on the Giving History panel
Would love to be able to adust the default view of fields on the giving history panel. Reference is a field that is extremely important and would be helpful if we could opt to display.0
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Allow for viewing and accounting for a non-restricted fund ID allocation in a split gift to not be overidden by restrictions on funds to which the rest of the split gift is allocated
Right now this is keeping us from rolling out User Access to our entire team to track their fundraising, bc if a portion of a split gift is allocated to their Fund it will not show up and so their totals are skewed.0
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Add ability to COPY a batch, not just mark it as 'recurring'
We have WPG donors whose batches vary a lot, and to be able to copy a batch, &/or to be able to copy/use an earlier (not the most recent) instance of a recurring batch, would be a lifesaver.0
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Automatically move mobile terminal transaction into RENXT
No description provided0
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Sync options for Payment Types between RENXT and RE7 database view
Payment methods options between RE7 and RENXT do not match which is throwing our data entry operating procedures out of sync. Please remove Business Check and Personal Check and add CHECK to the payment method table for RE7.0
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Add GL Post Date as field to export in Mail Merge
Typically we use the GL Post Date as the date we deposit money into our bank, we would like that date available as a merge field for receipts.0
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Display presence of planned gift on Giving tile
Giving tile currently includes First, Latest, Greatest and Matching. If constituent has a Planned Gift, would be nice to see the Planned Gift and Gift amount display in this area as well. -
Custom Fields Number Format
We have a attribute for gifts that is a four digit number for fiscal year, mostly to track those gifts that are mailed at the end of December but we don't receive them until January. Depending on the postage date we try to enter the gift so it wil...0
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Add Constituent Name to Pledge Burn Down
We have pledges with multiple payers. In RE the Installments show the constituent names along with the installment amount and date but the name is missing in NXT. Could you please add this?0