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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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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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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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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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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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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 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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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
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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