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Find inactive constituents in NXT gift batch
We sometimes receive donations from donors who are inactive. In database view it's easy to find the record, add the gift and make the record active again, all from the gift batch. In NXT gift batch, you cannot search for inactive records. We risk ...1 Reviewed: Voting Open
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Have the ability to generate and create EFT transmission files in webview
In database view we generate and create EFT transmission files in Batch for direct debit payments. We send these files directly to our bank for processing the payments from our donors’ bank accounts. We need to be able to do the same process in we...1
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Make gift batch entry more efficient
After clicking "Save and add new gift" the cursor should automatically return to the search bar to enter the next constituent instead of manually having to scroll up and put the cursor there.0 Planned
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Need to be able to edit a constituent's address etc while in batch entry (webview)
While I'm entering a batch of checks, I often come across a change of address or name change. It would be nice to be able to go ahead and update the constituent's record then and there instead of remembering to go back and do it after I've closed ...1 Planned
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Add ability to fully edit gifts in batch review
In webview we cannot edit gift amounts, delete gifts, manage tributes, etc. Restore the functionality that we had with batches in DBV.0
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Allow opening constituent record when entering a gift in NXT batch (pop open in new window)
Our organization opens the constituent record every time we enter a gift as a way to make any updates and to check the record. It's one of our many processes for data cleaning. Right now, when I am in the batch in NXT, I cannot click the constitue...0 Planned
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Allow Customization/Templates of NXT Batches
In DB view, you can load a list of donations into a gift batch template, and set defaults within this template. I would like the ability to do this in NXT. This would be ideal. If nothing else, I would like to be able to customize and default what...3 Planned
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Gift batch template for recurring payroll gifts
We have several batch template meant for recurring payroll gifts that we used 2x each month. It has all the gift amount, funds which are fix for the employee donors. Can we move that template in webview gift batch entry setting moving forward so t...0 Reviewed: Voting Open
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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...0 Reviewed: Voting Open
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Provide place where can see/view all Gift Batch Templates
Like the Tables - create a place where all the Gift Batch Templates are listed. Then also be able to open the template columns and layouts. This way can reduce repetition and confusion about which one to use when creating a new batch.1 Already exists