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Pledge Reminders
No description provided3 Already exists
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Email Notifications for new recurring gifts should include the type of payment
It is very helpful for processing the gifts properly to know from the email notification what kind of transaction was used such as Direct Debit or Credit Card. This information is available on one time gifts made but not recurring gifts.1 Reviewed: Voting Open
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Add Gift Attributes to AI acknowledge messages
Allow for additional merge fields, such as Gift Attributes in AI acknowledgements. We specifically use a gift attribute for charitable giving contributions (e.g. DAF, IRA QCD). Thank you!1 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 Reviewed: Voting Open
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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 Reviewed: Voting Open
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Saving PDF Receipting and thank you letters
An amazing and helpful idea would be for all generated PDFs for Gift Receipting and Donor Acknowledgment letters and any other mailer to be automatically saved as a copy on the constituent profile. FOr example, if I gave to a campaign, I would lik...0 Reviewed: Voting Open
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Immediate receipt for forms donors
Just like other platforms - make a gift online - get a receipt immediately ( even before it hits RE) this group dont need to be part of regular receipting out of RE.0 Planned
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Add to field "Receipt type" a choice
In RE on Bio 2/Org 2 we use the Receipt Type "Consolidated receipts", not "One receipt per gift", however, when entering a new record, I do not have this choice.2 Reviewed: Voting Open
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NXT receipting - provide the ability for replacement receipts to be tracked automatically on individual gift records and provide search function on receipt history tab.
No description provided1 Reviewed: Voting Open
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Allow Gifts-in-kind to be receipted in web view
No description provided1 Reviewed: Voting Open