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Constituent Window needed in Webview Gift Batch Entry
Idea https://renxt.ideas.aha.io/ideas/RENXT-I-8385 is showing as Shipped but it is not at all what users are asking for and need. We need to be able to have a window stuck to the side of a webview batch which displays whichever constituent you are...Reviewed: Voting Open
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Constituent Code as a column in NXT batch entry
Constituent code is critical for us in batch because that is one of the main factors we use to determine which acknowledgement letter template to send for a donation. For example, if someone has a constituent code of volunteer, they get the volunt... -
Allow deletion of gifts in UNapproved batches without full supervisor user permissions
Gift processors should be able to do this without these heightened permissions. These are unapproved batches, and they may accidentally create a row/gift and then realize its not needed before finishing the batch. They should not have to go to a f... -
Select Custom Fields to add to columns in Grid View batch
Grid view is helpful, but we need to view custom fields from our website donations and having to click a button to view the custom fields in form view negates a lot of the advantage of grid view. Please allow is to pick specific custom fields from...Planned
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Preview of Recurring Payment when gift is a split in batch
It would be great while in gift batch, when processing a recurring payment which happens to be a split gift, the ability to see how the split will be applied after it has been applied to the recurring commitment. Thanks. -
Currency Exchange function when entering/editing BATCH or INDIVIDUAL gifts is absolutely NECESSARY in RENXT before discontinuing Database View!
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Add pledge defaults for a batch of pledges
While there have been great advances in gift batch functions, there are still missing components. It apparently does not include all the default options for a batch of pledges. Per email with Anthony Gallo 9/3 defaults for pledge are not yet on th...Reviewed: Voting Open
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In NXT, don't auto-hide approved batches
In NXT, why are approved batched hidden by default? We always have to un-check this feature to review info in approved batches. Don't auto-hide approved batched in NXT is my recommendation! -
Ability to edit or delete gifts imported from third-party integrations in a batch
Why is this useful? Gifts imported from third-party integrations can have key fields such as Gift Type, Payment Method, Amount, and Receipt Amount locked, with no option to delete the gift. This limits the ability to correct or remove an imported ... -
Approved batches need a direct link to the individual batch gifts.
In the new gift batch in webview, it would make sense to be able to click through to the created gifts once the batch is approved. Currently if I want to navigate back to the gifts I created, from the approved batch I can click on the constituent ...Reviewed: Voting Open
