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See percentage breakdown of gifts
In gifts under a donor, it would be AWESOME to be able to see the percentage breakdown of where a donor's gifts go (i.e., 10% to Athletics, 25% Annual Fund, 65% scholarships)0
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Email Alerts for Gifts Posted to Certain Funds
We would like to configure RE so that an alert is auto sent to key campus leaders when a philanthropic gift has been posted to a fund that they manage or oversee. Want the email to have the gift date, fund name, donor name and their contact inform...0
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Turn E-Receipts into Actions once Sent
If sent receipts in NXT could be automatically added as Actions to records that would provide the needed paper trail to verify that donors have received their required tax receipt letters.0
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Split out option to automatically apply gifts to pledges and recurring gifts.
I have a payroll deduction batch that has people who pay on their pledges and I have people who also have recurring gifts and making an outright gift through the payroll deduction batch to the same fund as the recurring gift is to but because this...1
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Create a way to customize the past due donors in RE:NXT
Currently the Past due in the RE:NXT view is not indicative of a true past due. I would like to see donors who have missed a payment in 30, 60 or over 90days. The past due report in the RE database view does not offer this and I have to create, or...0
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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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Have soft credit as a field in batch
Rather than just having to click an icon to soft credit, have it as a field in the batch - if you are trying to add a soft credit to multiple lines it is laborious.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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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