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Applying Recurring Gifts as Pledge Payments
We need the ability to apply/link recurring gift payments to pledges. We have several donors who have set up a recurring gift through our donation pages to pay for the existing pledges. Previously, as these gifts were coming in we were able to del... -
If there were more columns visible in giving history tile, that would be great!
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Lock Constituent Preview in Gift Batch Entry
It is necessary to see the constituent records to which gifts are being applied in batch entry. Therefore, having to click into the constituent (with the person icon) for each donor is tedious, especially when relevant donor info (like address and... -
Add "Gift Added by" and "Date Gift Added" details as a displayed field in NXT as in database view.
When addressing issues, knowing which gift processor recorded the gift is critical information to assist in resolution. This information needs to be presented at the record level as not all team members know their way around the batch area. -
Grid view batch: default fields for notes and custom fields and batch description
I love the new batch templates! I would like to recommend that we be able to default gift notes, custom fields and batch description. I am aware that default custom fields is coming but I would like to emphasize how important it is. When I did gif... -
All gift batches created in database view should be in NXT
Before sun setting database view, all gift batches should at least be viewable in NXT. Ideally, we should also be able to continue committing recurring batches that were created in database view and not lose the history or data from those batches.Reviewed: Voting Open
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More functionality for Appeal Packages in Webview
I'm working hard to get my event staff to use webview but we are running into limitations with the package functionality in webview. We still need the following capabilities: Copying Packages from Prior Appeal - Love this feature, but it copies th... -
Please add a column for Constituent ID in grid batch entry
Being able to quickly link a constituent in a grid batch row by simply entering their Constituent ID (no search, just a plain text field) is important to us. On leaving the field (click or tab out of it), the constituent would then be linked by ID...Planned
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Gift batch entry: gift constituency to automatically populate
I'm not looking for a drop-down menu to manually select a constituency code. What I would like is for the Gift Constituency Code to automatically populate based on the constituent's primary (top) constituency code already recorded on their constit... -
Gift Batch row highlighting - will give ability stay oriented when field is being being edited
I often need to go back to a row in gift batch to change a previously entered field, but if you have a lot of columns it becomes difficult to know if you're on the correct row. I suggest that we be given the ability to highlight the row we want to...
