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More merge fields for AI acknowledgements
The new AI acknowledgement letters are a great start and have so much potential! However, their use is limited without more available merge fields. As a start, I would love to see donation frequency for recurring gifts, gift receipt number, and cu...0
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Gift adjustment is needed function in NXT
Complete gift adjustment function that exists in db view needs to be available in web view. Need to be able to make adjustments and view adjusted amount, fund, reason and notes.2
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Return the ability to delete a gift record from a constituent record.
As I understand it, if a gift is entered into a donor record in error or in duplicate, it can no longer be deleted. Rather, the only thing you can do is change the gift record to a zero-dollar amount. This is confusing when looking at the list of ...0
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We should be able to delete gifts in NXT
Any gift entered in NXT cannot be deleted, either in NXT or the database view. This is ridiculous. One can edit a gift, but for some reason, deleting outright - even if you have supervisor rights - is not possible? Once in a while mistakes happen,...95 Reviewed: Voting Open
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Customized PDF of giving statement and receipts with our OWN WORDING and BRANDING
As of now , the giving statement and receipts in PDF are black and white, we cannot customize our own message, our own thank you to our donors, our own layout; we cannot even add a logo or anything... we cannot customize and remove unessessary par...43
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Ability to see e-receipts so we can see what donors see.
While we can currently resend e-receipts to donors which is helpful, we can't see what the receipt looks like. It would be helpful on our end if we knew what we were sending them.0
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Allow a Soft Credit to be added in Web view after a gift is saved in the system.
I missed adding a soft credit when entering a gift and was not able to add this subsequently. I feel this is a common issue that many might have. So I feel this will be beneficial if the system can allow us to "Edit" the gift after is entered and ...2
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Split screen in Batch Review
Please split the screen in NXT Batch Review. It's annoying to scroll down a huge list of gifts that need to be edited on the right side of the screen, then scroll all the way back up to make the edits on the gift on the left side. Adding a scroll ...0
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Tribute field when entering donations in a batch or individually on NXT
Please add a field for entering a tribute for gift entry in batch in NXT (and individual gift entry) It's too many extra steps to then visit the gift record on the constituent record to add a tribute to a gift. I work for a hospice and we receive ...0
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Tribute management added to RE NXT web view
We use the tribute/memorial module quite a bit. We are in a hospice campaign so it would be helpful when someone passes to be able to see who contributed memorial gifts in their record. Currently it is only available in database view.65 Reviewed: Voting Open