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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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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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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
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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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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
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recognition name at gift level
it is important to be able to add a recognition name for a gift...not just at the constituent or org level. This functionality is in etap....shouldn't it also be in RE?0
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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