-
GL-Transmission Report to be single spaced
This report is exported from Database view and is currently triple -spaced. Our gift processor exports and then has created a macro for single space. This would be helpful is the export was single spaced.Reviewed: Voting Open
-
Add references to editable PDF receipts
We include important and highly relevant information in our references for our donors. References allow us to inform donors exactly where their donation goes. Adding the reference field to the editable PDF receipt template would eliminate the addi...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.Reviewed: Voting Open
-
Ability to add email addresses in the constituent window during the batching process
Most credit card transactions are tied to an email address. This would be a much faster way of verifying the correct constituent to the transaction from BBMS.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...Reviewed: Voting Open
-
Change gift columns in NXT
It would be helpful to be able to change the gift columns listed on a donors record rather than having to go into the gifts.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...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.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.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.Reviewed: Voting Open