Show the Actual/Real Gift Type (and some other comments on Gift Records)

It's frustrating to look up a Gift in NXT and then remember that I have to go to RE:7 to see what the Gift Type is (which is what I suspect is preventing the Gift from appearing in my report).

Leaving "Pledge", "Pledge Payment", etc. in the header text ($200.00 pledge from Robert Hernandez...) is fine, even "Donation" (which I still prefer Cash, because Gifts-in-Kind or gifts of Stock are still Donations, and really, so are Pledges).

But I'd like to see the "real" Gift Type, Gift Subtype, Gift Amount, and Gift Date repeated on the Fundraising Details Tile.  Also the GL Post Status and Post Date repeated on the Gift & Marketing Codes Tile.  Similar to how the Acknowledgement info is in the bubble at the top but repeated in the Acknowledgements Tile.

I love how a Split Gift appears, though!

Notes could use some tweaks.  Similar to other places, it's hard to read when the text is smushed together.  I tested this and notice that the Title Field is missing altogether (if that's not coming, I need to know so I can figure out how/where to move the data that I have stored there).

My test looks like this:

Gift Note Type - Description Field
5/6/2016  Author: Jennifer Claudy
Notepad section.

I'd rather it look something like this:

Date: 5/6/2016 Type: Gift Note Type  Title: Title Field  Author: Jennifer Claudy
Description: Description Field
Notepad section.

While testing, refreshing the page in NXT after saving the Gift in RE:7, the Gift pop-out closes and the Work with Gifts list sort of refreshes (although I changed the Gift Amount, and it stayed the same in the list for a while, updated immediately when I reopened the pop-out).

  • Jen Claudy
  • May 6 2016
  • Reviewed: Voting Open
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  • Guest commented
    May 10, 2018 04:03

    Also, because paying for event tickets and memberships are cash gift types in RE, they are showing up as "donations" despite the fact that they are not tax-deductible and therefore not donations.  The constituent is getting a benefit for these purchases.  Instead of "Donation" something like "One-off Payment" would be better.

  • Sunshine Watson commented
    June 09, 2016 22:56

    Most gifts are "donations." I don't understand the reasoning behind changing "cash" to "donation."