In NXT a stock pledge payment is just showing as "pledge payment". In RE 7 stock pledge payments are notes as "pay stock/property". Would love to see maybe pledge payment stock or stock pledge payment in the gift detail.
Much like Kristin said below, we really need stock/property pledge payment gift type to be a filter in lists. We have stock donors not showing up in our list because they paid a pledge with their stock gifts.
We really need stock/property pledge payment gift type to be a filter in lists. We have stock donors not showing up in our list because they paid a pledge with their stock gifts.
This is an issue for trying to get reports. When I wanted a list of all stock gifts, the ones that were used to pay off pledges don't show up because they're simply listed as pledge payments in NXT. I really hope that someone is working on bringing pledge recording into NXT.
It's not just Stock payments. This is also true for Pledge Payments by GIK and Other. The Pledge Burndown only shows "Pledge Payment" with no indication whatsoever what of the 4 pledge payment gift types the payment was made by.
Much like Kristin said below, we really need stock/property pledge payment gift type to be a filter in lists. We have stock donors not showing up in our list because they paid a pledge with their stock gifts.
We really need stock/property pledge payment gift type to be a filter in lists. We have stock donors not showing up in our list because they paid a pledge with their stock gifts.
This is an issue for trying to get reports. When I wanted a list of all stock gifts, the ones that were used to pay off pledges don't show up because they're simply listed as pledge payments in NXT. I really hope that someone is working on bringing pledge recording into NXT.
I'm trying to create an Insight showing gifts made by stock. It isn't helpful unless I can't include Pay-Stock and Pay-Stock - Sold
It's not just Stock payments. This is also true for Pledge Payments by GIK and Other. The Pledge Burndown only shows "Pledge Payment" with no indication whatsoever what of the 4 pledge payment gift types the payment was made by.