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Add FY Totals to the Giving Section of a Profile
I'd like to see Giving Totals for FYTD and if possible FY totals for the last 3 years to gauge whether a donor's gifts are increasing or dropping. Currently I have to add this up manually for each donor, which is time consuming and frustrating. Wo...0
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Adjusted Gift Report - add info about an adjusted appeal to the report
The Report assumes that the only thing you are adjusting about a gift is the fund, but you can also change the appeal. That information should be included on the report output.0
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When adding a credit card payment using New Gift in NXT webview, should be able to create a membership receipt
Currently the receipt says Donor/Donation. This is not appropriate language for a membership payment.0
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ICON for Credit Card Batches
Have an icon for credit card batches thru Raisers Edge NXT so user does not have to go through tools to create EFT transaction each time a batch is processed.0
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Ability to add recurring gift as personal check in RENXT
Frustrating that you can do this in database view but not RENXT.0
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Raiders Edge Imports have a specific ID to be able to post by import into Financial Edge
We recently begun to use imports for our appeals. Previously we created batches and keyed in the gifts. When posting from RE to FE the batches came in separately and matched up to the deposits that went to the bank. It was easy to reconcile the ba...0
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Splitting a gift while commiting
It should be possible to split the gift when committing the online batch. It is very frustrating to process 20-30 gifts, and then go into each to split it. Double the work, creates a great opportunity for errors, inconvenient.0
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DB Query and NXT List able to check for auto or manual RG.
Reporting and examine gifts to be migrated to auto.0
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Function to bulk migrate RG and Pledges to Automatic charging from Manual.
Data migration for multiple existing gifts, and imported RG and Pledges from other platforms. -
We require a configuration table for Automated Recurring Gift Declines to control hard v. soft bounce
I would like to be able to determine for each bounce reason whether it is a hard or soft bounce. Specifically, "Do Not Honour" often is processed on subsequent attempts.0