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Add gifts to NXT Batch line by line as we do in Database view
I am very concerned about the way gifts need to be entered into a batch in NXT. We can't default columns, so things like appeals and/or Funds show automatically. It would be must easier if we could add gifts to a batch line by line as we do in dat...11 Planned
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We Need More Customization/Filters for Tax Statements in NXT
The ability to send annual tax statements via email in NXT is an excellent and highly valuable feature. However, the current limitations around filtering and customization make it difficult — and in some cases impossible — for organizations with c...0
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be able to see on a gift record who added it and who last changed the record
we can see this in database view in the gift properties and it drives some user accountability3 Planned
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The comments field of a gift record needs to be editable in NXT
Perhaps this is already in the works, but it would be helpful to add and edit comments that are part of a gift record. Currently, we have to open database view to do this, which is annoying.12 Planned
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Exclude Soft Credits from Deductible Amount on Year-End Giving Statements
To make year-end giving statements clearer and more helpful for donors, I recommend excluding soft-credited amounts from the tax-deductible total shown on the statement. Soft credits are already clearly identified in the system with a # designatio...0
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Unlink Recurring-Gift Pay-Cash from Recurring Gifts or allow change of gift type after linked
When linking a gift/transaction to a recurring gift, the actual gifts become recurring gift-pay cash as intended, but it doesn't allow you to unlink the gift afterwards if needed. We'd have to adjust the gift and recreate it to remove the greyed o...0
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Ability to match Organization Name to Individual Constituent in Online Data Review
In online data review there is a need to match the" Organization" to an individual constituent record. The reverse of this is already true ("Donor" can be matched to an organization constituent record). It would be great if we could match "Organiz...1 Reviewed: Voting Open
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Need to be able to edit a constituent's address etc while in batch entry (webview)
While I'm entering a batch of checks, I often come across a change of address or name change. It would be nice to be able to go ahead and update the constituent's record then and there instead of remembering to go back and do it after I've closed ...1 Planned
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Web View Entry - Suggested To Have Pull Downs
In Database View you can use a pull down for all the options say for Appeal, Campaign, Fund and then pick from the defined options for your organization. In Web View you need to start to type what you think the Appeal is for it to then populate. I...1 Reviewed: Voting Open
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Faster updating after adding new gift
When a new gift is added it needs to be automatically updated in the giving history, and in queries and reports. It shows immediately in Giving History. However, if you run a query and notice missing information, come out and input missing gift in...2 Reviewed: Voting Open