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Add Marketing Source Code to API
We use marketing source code on almost all of our gifts and would like to see it as a field in the API so we can use Omatic to import this information.Reviewed: Voting Open
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Improve Gift Aid refunds summary
In the new Gift Aid Claims module, it would be a great to have a summary of refunds (just as there is a summary of the claims totals). And in addition, to have a ‘net’ summary screen:(e.g. total claims no. | total claims £value | total refunds no....Reviewed: Voting Open
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NXT batch window should be sortable by column headings
It would be very helpful if you could sort the NXT batch by clicking on the column heading. If the numbers that came into the batch are over/under the numbers expected from the source it would be much faster to reconcile before approving if the ba...Reviewed: Voting Open
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Allow importing Amendments to recurring gifts in web view (Omatic API)
We do upgrade calling campaigns a few times a year and need to import hundreds of Amendments to the recurring gift. We currently do this using ImportOmatic in database view, but if we move our recurring gifts to web view we won't be able to do thi...Reviewed: Voting Open
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Customize Tax Receipts via Gift Details
There should be an option to add/remove information on the gift details. Ie for the "funds" we should be able to remove this. I am aware that a lot of these are set-up in terms of compliance with the regions donation rules.Reviewed: Voting Open
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NXT receipting - provide the ability for replacement receipts to be tracked automatically on individual gift records and provide search function on receipt history tab.
No description providedReviewed: Voting Open
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Soft Credits-Tributes-Anonymous Donors
Currently we are not able to create an Insight for Dashboard reports that show who the soft credit recipient is. This option is available in the Database View. Our parishes need to know who the donor is regardless of the way we received the gift. ...Reviewed: Voting Open
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Allow Sorting in Batch
We would like to be able to sort by Name, Gift amount or any other field, while viewing gifts processed via NXT, within Batch. Similar to Lists by clicking on the header field.Reviewed: Voting Open
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Gift List include Planned Gift fields in available Columns
When creating a Gift List of Planned Gifts, it would be helpful to show Planned Gift fields in Columns. Specifically these fields: "Vehicle", "Remainder" "Expected maturity year" "Gift status" "Net present value" "Revocable" "Gift has been realized".Reviewed: Voting Open
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Making write-offs more visible on the constituent page and stop counting written off pledges as "greatest gift"
Having an issue with a written off pledge showing up as a constituent's "greatest gift" in NXT- also, in the gift summary on the constituent profile pledge, there is no indication that the pledge has been written off (unlike the giant red WO in th...Reviewed: Voting Open