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Auto-fit contents of cell entries in Gift Batch (Row & Height)
Please make the row & column height and width adjustable so that I can see the reference/comments I've entered on gifts. Right now I can only see a few words of what I've typed. I should be able to adjust the cells similar to Excel wrap text f...1
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Enable full ctrl-f browser functionality in grid batch
In grid batch, Ctrl-F "find" functionality in the browser won't find any text that is not currently visible to the user on the screen. This is a problem when trying to find individual columns (by their header name) or constituents in the batch. Th...0
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Allow new constituent review/matching in new batch grid entry
The new grid batch entry does not allow for record matching for online gifts, so I am having to merge/delete records after batch entry because online gift review is no longer a thing. The rollout of grid batch has been so messy. I also used to be ...0 Already exists
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Grid View Wish List: Banks, Fund Description + ID, display Spouse in drop down
For Gridview/Grid to work for us, please add: Parenthetical spouse name in Constituent drop down. Constituent ID column. Simultaneous Fund ID AND Fund Description in selection drop down AND columns. Add columns for "Bank", "Check Date" and "Check ...0 Reviewed: Voting Open
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Ability to Import Credit Card Token Field in NXT
We need the ability to import the Card Token field when importing monthly recurring gift and pledges into NXT as in database view. ImportOmatic is able to import the card token field with the appropriate RG or Pledge to continue payments through B...0 Reviewed: Voting Open
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Add Credit Type to Grid Batches
In the database view, we have a credit type where we can choose Mastercard, Visa, Venmo, Apple Pay, etc. It helps our accounting department to reconcile.1
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Show recent appeals in Batch Grid View
Now we have batch grid view we have lost the best thing about the old batch form view - being able to see the last three appeals a donor has received and being able to click on one to quickly code a gift. Please add this ability back to grid view ...10
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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...12 Planned
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Custom Field Default in NXT
Please allow the Custom Field to be selected as a default option in NXT Gift Batch Template.0
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Grid View Batch - Field entry without waiting for fields to load
When entering data into batch in DB view, you can enter the Appeal ID, or the Package ID and immediately tab to the next field. In webview, it makes an API call to hunt for that information forcing you to wait a couple of beats to tab to the next ...1