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Let web view batch templates control how batches appear in database view
Problem: Approved gift batches created in web view do not use the same column template when opened in database view. Staff who still review or reconcile batches in database view have to hunt for the fields they need, which slows review and makes e... -
NXT Batches - Allow Save As and Delete for Templates
I wanted to make a small adjustment to a Template. I could not save the Template with the change. The ability to "Save As" to the existing Template name would resolve that. Currently only option was to create a brand new Template. I did that, and ...Reviewed: Voting Open
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Split Gift in Batch for Event Fees & Donations from the same transaction
It would be helpful when processing event registrations that cost money that also have an optional donation attached, to be able to have each of those gifts come in seperately instead of a split gift. As long as the split gift feature is missing t...Reviewed: Voting Open
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Allow Export Batch Grid to .csv in NXT
Export Batch Grid (before batch commit/approval) in database view saves my team significant time. Exporting to a .csv means the batch can be filtered/sorted/etc for review. It allows us to quickly identify discrepancies in entry standards (example...Planned
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Lock anonymous checkbox in Grid View so clicking the name field doesn't uncheck it
Currently in grid view, if I click into the name field of a gift line, the anonymous checkbox UNchecks itself. This happens whether I edit or not; whether I click into it with my mouse or simply tab across it from the prior row. Please immediately...Reviewed: Voting Open
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Need to see more constituent data when entering gifts
When entering gifts I need to be able to see if donor has provided new phone/email. Search window when looking for donor name only displays address. As we have more days with just a few gifts, we are not utilizing an import product but just key in...Reviewed: Voting Open
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Letter Code should work for Receipts as well as Acknowledgements
In Database view the letter code field can be used even if the Acknowledgement status is "Do Not Acknowledge". In Web view the letter code field disappears if the acknowledgement status is "Do Not Acknowledge". We issue either a receipt or an ackn...Reviewed: Voting Open
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Add fields to NXT batch validation reports
It is important for us that a column for fund # and a balance section are able to be added to the validation report for pulling gifts into FE from RE. These are columns/sections that are currently on the report in database. As stated above - add...Planned
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Batch list needed in NXT webview
It would be really helpful to be able to see a list of all commintted batches, currently we can only view the last 2 or 3 processed. We often refur back to batches that we have added manually, and would like to be able to see them in a list as you...Reviewed: Voting Open
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Add fundraiser name visibility in webview gift batch
Right now in order to see which fundraiser a gift was credited to in webview gift batch you have to click on "fundraiser" to open up a list to see who is receiving credit for the gift. This adds additional clicks when our gift processor wants to q...Reviewed: Voting Open
