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Giving Statements for Canadian NXT Customers
Now that Crystal Reports is gone, we need a way to generate giving statements. For some reason, Fundraising > Giving Statements is unavailable to Canadian customers.0
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Related Transactions in Gifts
I was looking at something else, and noticed that when you click thru to a Pledge Payment, you can see the Pledge in the Related Transactions Tile. But if you click on a Pledge, there are no Related Transactions, and while you can see them in the ...0
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Add Pledge status to browser view
Unbelievably this is not displayed- so you can't tell the status of a pledge in browser view0
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Update "How to add a gift" documentation
https://kb.blackbaud.com/knowledgebase/articles/Article/651040
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Ability to add gifts in different currencies
The ability to add convert and track gifts from multiple currencies (USD, CAD) needs to be added to the NXT webview. This functionality does exist in RE 7/database view0
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Merge field for next installment date wrt to pledge payments
This would be useful in relation to acknowledgement letters; many organizations like to notify of next pledge installment date and presently are not able to do this easily in the RE mail merge.0
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Make date options (gift date is equal to "last week" or "this week") match between RE NXT and Database view
The option for choosing gift date is equal to "this week" or "last week" in NXT the info does not match the date ranges used in RE database view. NXT uses Saturday to Sunday while database view uses Sunday to Saturday. When trying to match info be...0
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Security Option restricting users to enter only Gift Type of Pledge
Currently, RE does not allow us to limit the types of gift a user can create. We believe non-accounting staff should only be able to enter gifts with a type of Pledge. Once payment is received, then accounting staff would update the gift accordingly.0
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Integrate Paypal Giving Funds with RE
My organization uses Paypal Giving Fund for some donations (https://www.paypal.com/us/fundraiser/charity/68008). Since BB recently integrated Paypal as a giving option, I am wondering if it is possible to eventually integrate Paypal Giving Fund wi...0
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Gift Batching shortcut to Home Screen
It would be super helpful to be able to have shortcuts on the NXT home screen that would allow you to get to your destination in one click (vs) having to click through all the drop downs. IE: entering gifts/ batching on the home screen instead of ...0