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RE NXT Receipt Series and RE7 Receipt Stack
BB recently released Receipt Series in the web views to help canadian charites manage their unique receipting requirements, but the Receipt Series values don't get saved down to the Receipt Stack (or any other location that I can see) in the RE7 d...Reviewed: Voting Open
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Default option to always "Include Inactive" on Contact Information tile for constituents in web view
When you click the "Include inactive" checkbox in the Contact Information tile for constituent records in web view, you are able to view all contact information for a constituent. Currently, you need to click this checkbox on every record you view...Reviewed: Voting Open
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Add "Organization Name" Column to Unified View Events Export
The Event module export currently includes individual name fields but omits a dedicated column for organization names, despite this data being captured during registration. Including the "Organization Name" column ensures complete data representat... -
Add "Pledge Balance" as a column that can be added to Lists in NXT
It would be very helpful to be able to add a constituents pledge balance to a list in NXT.Reviewed: Voting Open
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Maintain a centralised record of when each separate Database View function is due to be switched off
I’ve been tasked with finding out exactly when each set of functionality in Database View is scheduled to be switched off, so that my organisation can prioritise ensuing that the Web View version works for us, and any potential issues reported and... -
Change language to British English
It would be really useful for reporting if we could change the database language. We are based in the UK and the spelling of 'installment' is picked up all the time by recipients. It's a significant drain on time to check all references are to 'in...Reviewed: Voting Open
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Make fund search columns in NXT customizable.
Make the default information seen about a fund in NXT when searching customizable. For instance, it would be helpful to see the total given to a fund and some other custom fields (like the financial account numbers we use for our funds). Also, som...Reviewed: Voting Open
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Change Donor Fee Default to 2.79% + $0.30 per transaction (USD) from 3.5% Amex default
I would rather the default be accurate for the majority of my donors and my org cover the difference of an Amex fee than my donors overpay fees. Please either change the default to the Visa/MC fee of 2.79% or make your donor fee smarter to cover t...Reviewed: Voting Open
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setting default values Post Options in Generate Post from RE to FE, right now default is the first journal code which is AP, which is the first item
This would avoid incorrect postings transferring over to Financial Edge and also bank statement issues. We also use codes to summarize cash flow and if someone posted too quickly, there would be errors in reporting. -
eReceipt PDF Customzation
We print out some of our receipts for constituents who may not have an email, and instead mail cheques in to our office - the current format requires some very weird folds to fit into a proper envelope. Also, customization for PDF receipts is avai...Reviewed: Voting Open
