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Ability to fully translate key messaging of "download receipt"
As a Canadian charity, we have English, French, and Bilingual gift receipts, and we are unable to translate a key action in the French version of our Gift receipt. The email designer pulls the receipt link with English action text to "Download rec...1
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Thank You Email for Optimized Form, capitalization of gift types
Hi, The merge function of the Thank You email for the optimized form pulls the <gift type> which shows as One-time gift or Recurring gift, making the sentence seem like a typo having the first letter capitalized for each gift. There should b...0
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Our team wants to know if this option can be: Automatically checked every time an adjustment is created, or Hard-code
What happened?: We are working on Gift Adjustments in Raiser’s Edge and noticed that the checkbox “Post to the GL Date” is not selected by default. We would like to know if this option can be automatically checked every time an adjustment is creat...0
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Pledge reminder in NXT
is it possible to have a pop up pledge reminder in NXT a week or so before installment due date1 Reviewed: Voting Open
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Filter gifts for AI acknowledgements based on lists and queries
When sending AI acknowledgements, all gifts not acknowledged seem to be listed on the left. There should be a way to filter that list, the most versatile being based on a constituent or gift list, or constituent or gift query.0
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Add a receipt that is not a tax receipt to the email and pdf gift templates
We need to give a business receipt to sponsors of our fundraising events or service clubs.0 Reviewed: Voting Open
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Giving statement email and filter changes
It would be helpful to have the ability to choose which email to send to. The ability to preview the consolidated receipt before sending would be very beneficial. Having more filters would be helpful. Like constituent code and receives consolidate...5 Reviewed: Voting Open
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Membership in the receipting tool
Please allow membership fields to be merged into the receipting tool. It is nearly impossible to use this tool if there is not membership information able to be included. Additionally, having soft credit merge option for gifts of membership and 3r...0
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Add Gift Aid status as a merge field in Thank You letters
Create a Gift Aid merge field in email designer so that we can easily add to thank you letters a confirmation of their deceleration, which is required by law in the UK. Currently if someone creates a new deceleration when donating, we have to acce...0
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Enhance Giving Statements with Custom Templates and Dynamic Branding
It would be incredibly helpful to have the ability to create multiple giving statement templates and select the appropriate one when generating statements. Our organization manages capital campaigns for multiple affiliates, and we require the abil...1 Reviewed: Voting Open