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Type in credit card information in grid batch
It is simpler and easier to enter credit card information manually, like we do in Database view, rather than having to plug in our external device to add this information.0
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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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Security permissions for gift batch templates
We don't want just anyone to be able to save gift batch templates, creating a confusing mess in our database. Please create a permission to be able to save a template.0
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What has happened to gift batch entry? Why can't I choose new columns and make them work across more than one gift at a time?
I am not sure why this changed, it's awful. And if you tab beyond the existing columns it creates a new row for a new gift for a new constituent but if I don't want that, I can't delete it.2
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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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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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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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Add (back) Acknowledgement Status to the Gift Management form for recurring gifts
When there are issues in a Gift Batch for recurring gifts (say an inactive fund is marked), you were previously allowed to update the Acknowledgment Status at that point (Do Not Acknowledge, Acknowledged, etc). That option has now been removed wit...5 Already exists
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New Gift Batch Entry Process is highly insufficient
It would be nice if we could either revert back to the previous batch entry view or save or set the columns we want to see so they remain selected for each gift entry. It now takes double the amount of time to enter in batches. It is not sufficien...1 Will not implement
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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