Update initial gift amount when split total is different (as in RE7)

When creating a gift with a split, in RE NXT web view, if the split total is different to the initial gift amount, the system should prompt the user to update the gift amount – just like it does in RE7.

In RE7 classic view, when creating a gift with a split, and when the split total is different to the gift amount, the system prompts the user to update the gift amount – see Steps in RE7 Classic View, in attached file.

In RE NXT Web view, following the same steps does not give the user an option to update the gift amount, as expected. The user is not able to complete the split screen – see Steps in RE NXT, in attached file.

For this to work correctly in NXT, the user would need to know the gift amount before entering split items. This is not how we enter most donations. When on a call, the donor usually requests information from staff about the current campaign and/or available funds, then makes up their mind about the details (gift split).

This is currently painful in RE NXT, as the user would have to capture the details manually outside of NXT, or cancel out of the split screen, update the gift amount, then re-enter the split details. This is too cumbersome, time-consuming and error prone.

Since we purchased our subscription in February 2019, we have not been able to roll out RE NXT – this is one of the main reasons for that.

This was raised with BB Support in case number 017343820:

https://app.blackbaud.com/support/cases/017343820

  • Guest
  • Jul 2 2019
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