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Add online gift to an existing pledge
If a donor makes a donation online via credit card, I should be able to apply that gift as a payment to an existing pledge. As it stands, I can only apply cash gifts to an existing pledge. This is problematic for us and leave pledge open or we hav...Reviewed: Voting Open
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Have the option to apply a gift towards an automated recurring payment.
Our situation is such that many of our members utilize recurring payments. There are occasions when (for whatever reason) they need to skip a recurring payment because they wish to pay for it another time. Unfortunately, when this happens, we have... -
Batch Entry
When creating a new batch in NXT we need the Fund ID field to be added to the batch. Other departments like accounting need to know what Fund ID that donation is given so that we can balance at at the end of the month. -
Show Where an Address is Shared in NXT
In Database when you save a shared address, it asks if you want to update it everywhere or break the link and only update this record's address and gives you the ability to see where it's shared. NXT does not offer the ability to see where an addr...Reviewed: Voting Open
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Query created with NXT Batch Entry
I'm so happy to see we now have the ability to have a control report generate when doing NXT batch entry of gifts. I need to be able to generate reports off of batches and do this by using the static query automatically generated in the batch proc... -
Work With Gifts - Add more column choices that are available in database view.
When in 'Work with gifts' there are many columns that have not been included that are deemed important to us, the customer, that are available in database view. Here is a list of some of those columns to include: ☑ Acknowledge date ☐ Added ...Planned
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Add Autosave Functionality for Online Batch Entry
Currently, when working in Online Batch, there is no autosave functionality. If the session is interrupted (e.g., browser refresh using F5, timeout, or unexpected crash), all unsaved data entered into the batch is lost. This creates a significant ...Reviewed: Voting Open
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Add recurring gift frequency in Batch Control Report/Batch Validation Report in Web view
Please add Recurring Gift Frequency in the batch validation report and/or batch control report in NXT Web view. As of now, these reports only show the initial transaction date for recurring gifts, not the recurring gift schedule. -
Apply our business rules to Primary Alum information
We want our school to be the only Primary Alum school. If any user tries to click "primary" and the school isn't our school, it would be beautiful if an error could remind them that this is against our business rules. -
We need lists of recently accessed Funds, Campaigns, Appeals, Events in Webview like they are in Database View. We also need it to not search while we are still typing.
In Webview it is so tedious searching for Funds, Appeals, Campaigns. Each search doesn't allow you to finish typing before it starts "looking" for the result. This causes so much delay. We have fund numbers we need to type in that start with certa...
