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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
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we would like to be able to convert our gifting > fund > field to a pull down option
many of our staff aren't familiar with our codes, so having the benefit of a pull down option would expedite their work.0
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Bring back auto-populating fields in the Gift Management/Edit Batch area
In the past, when going through the process to approve new gifts, fields in this area auto-populated, including providing other constituent options if there is a duplicate record and having drop-down options in the Gift Splits area.0
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Correctly update linked spouse address when constituent address is changed via online giving form.
A new address added as preferred via the online giving form does not link to the spouse address. If this can't be done via the actual process, there should be something that notifies the user that updates need to be done to the record so the addre...0
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Un-check Send Mail when creating new preferred address from online giving form.
When an address is added from an online giving form via batch to an existing RE record, the new address becomes preferred and Send Mail is checked. The previous address is set to Alternate but Send Mail remains checked. This should be unchecked as... -
Allow for a one-time gift and establishment of a recurring gift on one donation page/in one transaction
Currently, 2 donations/transactions are needed: one for the one-time gift and one to establish the recurring gift. This double effort may discourage the donor and result in fewer recurring gifts.0
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Add Self Acknowledge Honorarium Button Back
Online Express imports do NOT include an option to self-acknowledge Honorarium, like NetCommunity does. Because of this, it creates a duplicate self-acknowlegee record when processing the honorariums and in return will print out 2 letters for the ...0