Add Send Reminer Checkbox for Pledges

When viewing pledges, it would be helpful to be able to see if the send pledge reminder checkbox is checked. If they are paying by credit card, or some other methods, they do not receive reminders. Being able to view that in NXT would be very helpful.

  • Krissie Benson
  • Jul 30 2019
  • Reviewed: Voting Open
  • Attach files
  • Thomas DeMerit commented
    28 Oct 17:41

    It's worth noting that 'Send Reminders' is a column that is supported by the NXT web view gift batch. You can add 'Send Reminders' to the active Template (so you can see the field...) and then use the {Update Column Value} button atop the grid to apply a 'Yes' (checked) or 'No' (unchecked) to all rows in one fell swoop.

    If you're using gift batch, at least you can see/assign while in the Unapproved gift batch phase.

    FYI.

    I find this very useful because I used to go the Gift Import file route to assign True values to the 'Send Reminders' field for all Pledges we convert into RE via Omatic Cloud.

    Of course, we still need/want the field to be in NXT web view for Gift edit.

  • Jen Cornell commented
    21 Oct 01:59

    The ability to flag a pledge as Do Not Send Pledge Reminder was available in DBV and is an important functionality that should be retained in NXT. We use this flag for several scenarios, including donors who fulfill their commitments through payroll deductions, pledges being satisfied through recurring gifts, and donors who are in regular communication with their gift officers regarding their commitments. In these cases, automated pledge reminders are unnecessary and can create confusion or result in redundant outreach.

    Without this functionality, we lose the ability to easily exclude these pledges from reminder pulls without relying on additional manual review or workarounds. Please consider restoring this functionality in NXT so we can manage pledge reminders appropriately based on each donor's circumstances and our organization's preferences, without having to create yet another custom field to track functionality that was previously available in DBV.

  • JoAnn Strommen commented
    30 Apr 21:32

    Need to have this field when entering a pledge in web view. At times we do not want a reminder sent and need to uncheck it if it's defaulting to checked.

    Please bring ALL functions / fields from db view. Having enter ideas and vote is not efficient use of customers time.