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Give the ability to change the receipt amount, no matter the receipt status in gift batch entry
Right now the only way to edit the receipt amount in a batch is if the receipt status is set to "needs receipt." Sometimes a transaction is receipted through a third party platform, so when we are importing that info into NXT we need to document t... -
Automatically generate Batch Control Report on Gift Batches
When approving a batch in DBV, the Control Report automatically generates upon batch approval. In NXT, you have to manually trigger it, wait for it to be created and then go download and save it. These are extra steps that do not go along with the... -
Limit "Gift Constituency" in WV batch to the codes relevant to the constituent
In database view, the "gift constituency" field only gives you the constituent codes that are on that particular record as options in the drop-down menu. In Webview, you have every constituency option that you've ever created, which is profoundly ... -
Please add a column for Constituent ID in grid batch entry
Being able to quickly link a constituent in a grid batch row by simply entering their Constituent ID (no search, just a plain text field) is important to us. On leaving the field (click or tab out of it), the constituent would then be linked by ID...Planned
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Default batch template for online gifts through NXT donation forms
Can we set the default batch template to be applied to online giving through NXT donation forms so that we don't have to pick it each time if that's all that's being processed on that batch? We keep our online and offline batches separate so the o... -
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... -
Automatically carry pledge attributes to gifts that are linked to a pledge during gift entry in RENXT.
When entering gifts in RENXT and applying it to an existing pledge, any attributes associated with the pledge do not automatically transfer to the gift record. This requires users to refer to each pledge to determine if there are existing attribut... -
Apply NXT Online Gifts received in Batch towards Manual Pledges recorded in Database View
In Database View, if you click "New Gift", it automatically alerts that an outstanding manual pledge exists and asks if this gift is to be applied towards the pledge balance. In the NXT gift batch, it does not ask about an outstanding manual pledg... -
Customize New Validation and Control Report in Web view
I am pleased that we now have the ability in to generate these reports in Web View. I was wondering how we go about customizing/configuring what fields are printed and how we can ensure the batch number is in the header as before (See pics below)....Reviewed: Voting Open
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Add credit card fields to web view batch templates
In order to batch credit card transactions processed manually/not via an online giving form in web view, fields for Credit Type, Expiration Date, and Authorization Code need to be added to batch templates in web view gift management.
