-
When entering a donation in a batch, notify when the donor has an outstanding pledge
Currently in database view, when entering a donation in a batch under a donor that has an outstanding pledge, an alert will pop up telling you the donor has an outstanding pledge and asks if you would like to apply the donation to the pledge. In a...0
-
Make a matching gift possible WITHOUT a matching-gift pledge
Most of the matching gifts we receive arrive at the same time as the gift matched. If we could choose whether to add a pledge or not, this would save us hours & hours and make our data much cleaner.0
-
re-instate new donor alert on batch view in NXT
until recently, there was an alert underneath a new donor's name (similar to the one for potential duplicate donors) while looking at gifts in the batch processing view. i understand this has been streamlined elsewhere, but it's VERY useful to hav...0
-
Display Tribute Acknowledgee Names in Web View during Gift Entry
Currently, data entry staff must manually review tribute setups to confirm notification names, adding unnecessary steps. To streamline the process, update the system to automatically display all relevant notification names in the data entry interf...2
-
View GL Distributions in RE NXT (i.e. Web View)
You currently cannot view GL Distributions in RE NXT and I've been told by support that there is no plan at the moment to include it and to submit it as an idea. In RE you can view GL Distributions on a specific fund as well as at the gift level b...17
-
Enable adding new payment methods
We have many payment methods incl. over 10 different online platforms - currently we've having to select 'Voucher' for almost everything and then use the 'agency' table to list all the different sources. It would be SO helpful if organisations cou...0
-
Create a new constituent record from an event participation record when linking a gift.
When reviewing unmatched constituent records to a gift in Webview, it would be helpful to have the capability to create a constituent record from an event participation record without having to leave Gift Management, create the constituent record,...0
-
Ability to change appeal code in adjustment screen
Be able to adjust an appeal code in the adjust screen after a gift has been posted. It presently requires adjusting to $0 and re-posting.0
-
Allow customization of Annual Giving Statement
Need to add branding as well as customize layout and add text. Also allow us to add their soft credits0
-
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.3