-
Total columns of gifts
Our gift officers would like to see totals on the Lists of Gifts0 Reviewed: Voting Open
-
FY & CY Total giving
In my Portfolio, for a column option, I'd like too see THIS FY Total giving as an option, as well as LAST FY total giving. I'd also like the option for THIS Calendar Year total giving, and LAST CY total giving.1 Reviewed: Voting Open
-
Setting to prevent multiple automatic batches in NXT
We use donor forms in NXT and have found that multiple batches are being created in the same calendar day. It would simplify our approving process and our bookkeeping to only have one batch per calendar day.0 Reviewed: Voting Open
-
Allow upload of batch of gifts in Gift Management by csv file
Entering batch of gifts, one by one, in Gift Management is very time consuming. A feature to upload the batch by csv file would save an enormous amount of time.0 Reviewed: Voting Open
-
Make column ordering "sticky" for the Giving History tile on a Constituent record
In webview when I'm in a constituents record under giving history and appeal I like the dates to be the first column, followed by fund/appeal. It allows me to move the columns around, however they go back to the way they were. Is there a way to pr...1 Reviewed: Voting Open
-
Annual Statements - use the receipt amount instead of using a percentage of a split gift
Use the actual RECEIPT AMOUNT field in the Annual Statement instead of taking a percentage between the split funds because it doesn't enter the correct tax deductible amount.0 Reviewed: Voting Open
-
Allow Appeal as a criteria option when creating a workflow.
We would like to create an action for a fundraiser any time a gift is received with a specific appeal. Fund is currently available, but won't work for this need.1 Reviewed: Voting Open
-
Ability to select multiple disbursement reports for download at once
Currently, unable to select multiple disbursement reports for download. One must select each disbursement report individually.0 Reviewed: Voting Open
-
Edit fundraiser and reference on gift
Please add functionality to edit the fundraiser and reference notes on a gift, regardless of posting status, and specific security rights to do only that (users should not be able to add gifts or edit other gift coding). Fundraisers see gifts in t...3 Reviewed: Voting Open
-
Add User Defined options to Pay Method
The ability to add user defined options to the Pay Method rather than trying to find work-arounds for trying to track things like: -Wire Transfers -Benevity -CanadaHelps.org2 Reviewed: Voting Open