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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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Apply a payment in NXT to a pledge in a batch that is not a recurring gift
An option needs to be added within the batch process to link the payment to an existing pledge. Currently you are forced to process the payment as a cash gift, then move to the Database view to link the payment to said pledge. This process will no...0
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Should Be Able to Apply Web Gifts to Pledges
When processing a web batch, we should be able to apply the gift to an existing pledge.0
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Option to add soft credit to historic gifts when a spouse record is promoted to a constituent record.
We have accounts where the spouse record is converted to a constituent, but they are not soft credited on historic giving.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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RE Gift Transaction ID - to automatically be added in gift attribute from NXT online gifts
this would be extremely helpful since it is a manual process and is needed for credit card reconciliation.0
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Add functionality so new gifts can be emailed out in daily report automatically
I would like every member of our team to receive an email showing all new gifts in the last seven days. I would like it to come daily and include linked content. This would be very helpful for everyone staying up to date on all gifts, not just the...5 Reviewed: Voting Open
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Auto-acknowledge on NXT batches
When you approve the batch in NXT it automatically sends out tax receipts to the donors. It then automatically marks that gift as receipted. Since they have been sent an email and the tax receipt it would be nice to also have the option to automat...1 Reviewed: Voting Open
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Show Pledge Reminders in NXT (like DBV)
NXT should show when pledge reminders are sent, just like they're added to the DBV when sent. They should just automatically appear in NXT.0
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Add filter fields/columns to gift batch on NXT
We can't see customized fields like "gift codes" without having to go into each gift.0