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NXT BATCH APPROVAL
I need to be able to add columns to the quick view approvals page. It takes forever to open the individual gifts and I need to see if it has the correct letter type/package/subtype especially before I approve it0 Planned
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Restore BBMS Account Visibility + Editing in RE NXT Grid View
Since the launch of RE NXT Grid View for gift processing, pending incoming debit/credit card gift batches no longer display the BBMS account from which a gift will be processed. Previously, I could: See which BBMS account a gift would process fr...0
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Provide place where can see/view all Gift Batch Templates
Like the Tables - create a place where all the Gift Batch Templates are listed. Then also be able to open the template columns and layouts. This way can reduce repetition and confusion about which one to use when creating a new batch.1 Already exists
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RENXT Form: Email Address for Org Donations
Please add the email address of the person donating on behalf of an organization to the Org Contact Info. Currently I have to go in and look for the email and manually add it or the tax receipt fails to send because the organization has no email a...0 Reviewed: Voting Open
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Work with gifts - Compressed view (narrow rows to view more gifts)
Offer different viewing formats in the "work with gifts" table. Narrower rows to view more gifts at a time.0
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Online Data Review must be added for Event Registrations
Event Forms are currently unusable for our nonprofit because Online Data Review and specifically being able to use "Review and match all transactions" (a necessity to prevent drastically increasing our number of duplicates in the system that would...40 Reviewed: Voting Open
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DEFAULTS
Allow us to create DEFAULTS to allow for speedier adding of repeated constituent details - Load constituent from (Default blah blah)1 Reviewed: Voting Open
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Create Insights based on the Primary Fundraiser on the constituent record instead of by gift records
I need the ability to pull giving data based on the Primary Fundraiser/Solicitor listed on the constituent’s record, rather than only pulling gifts where the Fundraiser/Solicitor is assigned at the individual gift level. This limitation creates is...0
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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
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When applying a gift to a pledge in NXT- allow a cash gift for remainder as it works in RE
We frequently have donors cover fees but I cannot use the pledge application because the gift amount is now more than the pledge becuase of the fees. Please create the 'cash gift for remainder' option like it is in database view.3 Planned