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Add phone number field to the e-mail receipt form following the address lines
Follow-up to thank a donor requires a phone call ASAP after receiving notification of a new donation. Having the phone number on the receipt saves time and effort spent on searching for it in the donor's record. Many times, the phone number may no...0
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Giving vs. Giving History
I'm not sure why the giving was separated into two panels but if it's going to be this way can you at least change the panel that's now called Giving to Giving Summary. That's really all it is and just calling it Giving is misleading. Someone new ...0
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Add Gotham Bold, Gotham Book and Klint Pro Bold Condensed to Word Letters
We are hosted by Blackbaud and we can not use our organization's font when creating ackn. letters in configuration. Please add the following fonts: Gotham Bold Gotham Book Klint Pro Bold Condensed Or, allow us to download the font for the versi...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.0
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Add Bank Deposit / Direct Deposit / Bank Transfer gift payment method
We receive many donations where constituents go to a bank and make a bank deposit into our account, we also have many that do a Bank Transfer / Direct Deposit from their account into ours. There is currently no way to record these except as "Other...2
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Default recurring gifts frequency
Currently all recurring gifts default to monthly. It would be good to set a business rule to default this to another frequency based on our business needs.0
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Ability to create a static gift query when approving a Gift Management batch
This helps us post to FE by batch which is preferred by our business office0
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Write off viewing capabilities in NXT
NXT needs to have the functionality to show if a gift has been written off. Right now, it only shows a zero balance but doesn't indicate if was paid by the donor or if it was written off. There should be a column available to see this information ...0
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RE NXT Gift Management: Allow gifts to be saved after appeal/campaign end date.
RE NXT does not allow a user to save gifts with a gift date after an Appeal has ended. Online Express allowed users to do this, so this feels like a step backward in RE NXT. We commonly receive a handful of donations well after a given Appeal has ...0