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Seeing Gifts made in Tribute on the tributee's record
It is great to see Soft credited gifts on the record that is soft-credited but we would like to see the same behavior for tribute gifts. So If I go to constituent x who is honored and memorialized, I want to see all these gifts on record X's gift ...1
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Allow the deletion of gifts entered in NXT
If gifts are misentered, it's currently impossible to delete them from records if they were added in NXT.6
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Allow pledge payments to be automated (just like recurring gifts)
It's great that recurring gifts can now be processed automatically, but it would be fantastic to also be able to process pledge payments automatically. We have several pledge payments that are done monthly by credit card - would be nice to treat t...8
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Gift status needs to be available in NXT for recurring gifts
It only makes sense that there is a simple way to identify recurring gifts that are active. Some donors have several old recurring gifts on file and when a donor calls in to update a CC they have to go into each one to identify whether it's active...0
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Ability to Apply Gifts to Pledge in NXT Batch
When adding gifts from RE NXT Batches, you do not have the same option to apply the gift to an existing pledge and also a recurring gift which you can do in DB View. having this option will greatly reduce the ability for gifts to be attributed inc...9
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Gifts in NXT should show soft credit amount distributed instead of full amount
We receive aggregate gifts (from donor advised funds, workplace giving campaigns, etc) where individual donors receive soft credits for partial amounts of the full gift. It can be confusing to look at the Giving tile and (especially) the Giving Hi...5
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Raiser Edge Upload Checks
If I have a deposit of 20 checks, there should be a way to upload the checks, bank statements or some kind of connection to our bank to pull the gift information over rather than manually input the 20 checks.0
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Allow Stock/Property gifts to be receipted in web view
In "Gift receipting" and "Giving Statements" (formerly "consolidated receipting"), under the Fundraising tab in web view: - the usefulness of these functions is greatly hampered by the limited types of gifts/payments that it pulls from. Specifical...12 Planned
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On the online giving form allow a date range for recurring payments.
We have timeframes to run certain campaigns. It would be helpful, since there is no pledge feature, to have a specific date range a donor can make recurring payments.0
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In Insight Builder add the ability to filter by Pledge Installment Due Date in addition to Gift DAte.
When building dashboards in Database View this ability exists to view Expected Gifts by the date they will be paid allowing accounting and dev staff to both plan ahead for cash flow and impact pipeline management decisions. As Database View is bei...0