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Accurate Giving Statements
The ability to produce an accurate giving statement, based upon a customizable query. The current Giving Statements do not include all gift types, and cannot be customized, rendering it unusable.0
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Allow receipts to be generated for accounts without an email address
Not all constituents use email (older folks, some companies, donors who give offline and don't provide an email address when giving) and it would be helpful to be able to generate and mail a receipt per their wishes.1 Reviewed: Voting Open
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Canadian Tax receipts in Webview
BB recently changed the format of the Tax receipt, now there are two charity addresses on the printout, can the top one in the left hand corner be removed and just keep the logo part. Also can the spacing between the lines be reduced to make it a ...3 Reviewed: Voting Open
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AI Acknowledgements - add Fundraiser and Action type automatically
It would be helpful to have the Fundraiser and the Action type already filled in for AI Acknowledgements so I don't have to manually go back into the Action and add those (they are required fields for us when creating a new Action but get missed w...0 Reviewed: Voting Open
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Add time stamp to Notes is NTX Webview
Sometimes we have constituents calling multiple times a day in order to follow up on an issue, for that a time-stamp would be very useful. M==0 Reviewed: Voting Open
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A place where I can view and manage all failed recurring gift payments
We need a place to be able to view and manage failed recurring gift payments.0
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Need copies of AI Acknowledgements Emailed
For audit purposes, we need copies of the full email template and letter sent to donors. Or create a BCC so we can automatically get copies of the letter sent to our emails as well.1 Reviewed: Voting Open
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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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Monthly giving statements to residents/individuals who gave last month
I would like to be able to create a workflow that would automatically send last month's giving statement to each donor (individually) who gave in the last month0 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