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We need a way to manage a designation in Database for Cash & Pledge Gifts done via RE NXT/Batch Entry
We had an individual that did a credit card recurring gift in NXT & wanted to designate however, the area to designate is not available in Database for it. Usually we're allowed to designate under Gift & then Designation but, it's not avai... -
Configure gift posting journal references in web view
In the what's new that the AI assistant provided it states that I should be able to configure a custom journal entry reference. However in the Gift posting in web view there is no where to set this up and create the custom journal. I know that at ... -
Gift Code and Marketing Source Code fields in NXT gift entry, batches and online donation forms
Whether I am adding a gift in a constituent record in NXT or entering gifts in NXT batch, or receiving gifts online via donation forms, we would like to have the ability to enter a Marketing Source Code and/or a Gift Code that will populate in the...Reviewed: Voting Open
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Gift Constituency in Gift Batch (NXT)
We need a drop down of the constituent codes to be able to change the gift constituency. Gift constituency doesn't always follow the code for the donor (ie. Organization). For us it follows the individual donor (whether hard credit or soft credit).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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Allow Approval of Recurring Gift Payments Already in Batch After Recurring Gift Terminated
Please allow any already processed but unapproved recurring gift payments to still be added to a donor's record and/or deleted after their recurring gift is terminated or completed. I had a donor call the day after her recurring payment processed ... -
Ability to add new appeals, packages, and funds in the web view gift batch, and the ability to navigate to and open either the appeal or fund record from the gift batch.
New appeals and new packages can be added directly when entering gifts in a gift batch in the database view, and you can also right-click to open and go to either the appeal or fund record. This is not an option in the web view gift batch, and it ...Reviewed: Voting Open
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auto-fill Campaign based on Fund
The former Gift Management page in RENXT auto-filled Campaign based on Fund. Grid view does not do this. This forces me to find the Campaign back in Database View, which slows gift entry. Please change Grid View in RENXT to fill the Campaign based...Reviewed: Voting Open
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Gift Batch Entry: Matching Gift Pledges
It would be amazing if there is an ability to apply a gift towards an existing matching gift pledge in the gift batch process. I can apply a gift towards pledges currently, but that doesn't extend to matching gift types.Planned
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Make time sheets recurring
Hello, at our organization we have rountine returning volunteers who always do the same jobs. I have used the recurring batch option in gift batches however that is not an option for time sheets. The option to make time sheets recurring would be v...
