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Bug when terminating recurring gifts
I went to RE NXT to terminate a recurring gift. So... I selected "Mark as Terminated". I confirmed I did indeed want to terminate the recurring gift. It tells me this can't be changed. That's ok. I did mark it as terminated. The button changes to ... -
Option to donate multiple times at a certain level (ie 3x $500 donation)
With certain forms, we have instances where we have a $500 donation but donors might want to give multiples times at that level. It would be handy, in these instances, for there to be the ability to add a number multiplier to the donation level. I...Reviewed: Voting Open
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Uploading a dynamic list into web view from data base view.
I am trying to create a work flow to send automated emails to constituents who's pledges are coming due. I want to exclude people who pay weekly and biweekly. I created a dynamic list in the database view and when I add it to a new list in web vie... -
Recurring / Regular Gift Count
Basic insight to show how many regular givers have a status of active. Ideally be able to use status as grouping field, so you could see how many in each status.Reviewed: Voting Open
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Viewing Others Portfolios
We need the ability to create teams without giving access to view all portfolios to all employees. They should only be able to view their teams portfolios. -
Addresses updated and "is not a valid address" flag
When an address is updated via NCOA address finder, the "is not a valid address" flag does not come off. without any audit trail, it's hard to see if the flag applies to the current info on record of if it was there before the address was added. I... -
Add "Send Email Only" Option for Tribute Notifications so admins can send tribute emails from RENXT
Just as there is an option to send a mail tribute notification only and make email optional, I think it would be helpful to have the reverse option as well: send email notification, make mail optional. Lot of times our donors know the email of who...Reviewed: Voting Open
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Be able to change the gift batch number in NXT
Hello, Can you please give us the ability to change gift batch numbers in NXT? Thanks! MarlynReviewed: Voting Open
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Ability to query soft credits
Needed in RENXT & WebView - ability to query donors who MAKE soft credits, not just donations that HAVE soft credits.Reviewed: Voting Open
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Add Re-Print Receipt (or Audit Document) to gift records
Without consolidated receipting in web view monthly donors have been requesting copies of tax receipts be sent together at the end of the year. In order to do this we have to generate an audit document for each receipt, and without the ability to ...Reviewed: Voting Open
