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Prevent Gift notes from the Recurring Gift getting copied into the Recurring Gift Pay-Cash record
These notes are unnecessary as we can always open the Recurring Gift to see those notes. We want to reduce the number of gift notes we are creating as we were told that having more records will bog down the NXT system and reduce the speed of acces...0
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Be able to select one batch for multiple gifts to be added
I am used to working in RE database view and entering gifts in batch. According to support, each gift processed on a NXT form goes in an individual batch. This would make gift processing very time consuming. Hello Kristin, It appears a new ba...1 Already exists
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Changing a gift ID - basic!
We need to be able to change a gift idea in web view. We do a lot of imports, and because we can't do anything in database view while importing, being able to push through the exceptions and get work done while the import is processing would be in...0
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Prevent new funds from being added to existing NXT Reports.
If I build a report in Report Builder where I want to show how much we have raised for Library Acquisitions, I will select the funds that pertain to those donations. However, if in a few weeks, we create a new fund in Raiser's Edge for Event Under...0
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Allow Adding Additional Columns on Canned Written-Off Report
When pulling the Writen-Off Report, I would like to add the notes to each gift that is written-off so that our auditors or others will see the reason a gift is written-off.0
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Send total giving for calendar year by email
Instead of sending out total giving for tax purposes at the beginning of each calendar year, it would be great if it could be done through email. Everyone who gave a donation would receive an email thanking them for a total amount give during the ...0
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Pre Made Report that separates Restricted and Unrestricted Gift Totals per Constituent Portfolio's
It would be useful because it gives a fundraiser the ability to instantly have an idea of their unrestricted dollars vs those funds that are restricted.0
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Use region specific spelling for non-US clients - it is "Cheque" not "Check" in British English.
It may seem minor, but it would be more user friendly if regional spelling variations could be catered for. We get a bit sick of having Americanisms forced on us. e.g. When adding a gift in NXT the Payment method of "Check" is offered. This shoul...0
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Close Gift Entry in RE as one closes the accounting period in FE
We would like to block new gifts being backdated into RE after the posting has taken place to FE for control purposes.0
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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...0