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Add option for multiple gift receipt templates
Raisers Edge - in the Gift Receipt tool, please add an option to include more than one PDF template. It's annoying to have to delete and start from scratch when I need to run a different type of gift receipt.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.1
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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,...90 Reviewed: Voting Open
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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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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...41
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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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Gift Management needs attention needs to allow searching for Inv and Org types
At times people select that their gift is being made by a company but that it not always the case. The gift is really from an individual. We cannot "find" the person because the Needs Attention area only allows searching for the Org types if that ...0
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Auto populate GL Post date with BBMS disbursement date
it would be a small but helpful time saver if the GL Post Date would simply be automatically populated with the date from the disbursement calendar, rather than me having to take the time to decipher the calendar.1
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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...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