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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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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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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
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Option to Export Donation Transaction History from OLX
Being able to view transaction history in OLX is great, but it would be greater if that transaction history had an option to export it in Excel. Query is great, but it takes a bit of time, while exporting it directly from OLX would be much faster ...0
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Please add Cheque Drawer field to gifts created via NXT
We also record the Drawer for personal and business cheques, which we use for reconciliation purposes. At present, we cannot record the Drawer in the correct field when creating gifts on NXT because it is not available. Instead we have to add it i...0
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Show in database folder a web view batch that has been committed in database view
If a web view batch was committed in database view, it shows as approved on the web view, but does not show up in a folder in the database view but it is technically approved and complete.0