Limit Dates for Recurring Gifts on NXT Donation Form Designer
Similar to OLX, please include an option for limiting which dates are choices for recurring gifts within the NXT donation form designer. Currently there is an option to limit frequency (monthly, quarterly, etc.) but our organization only processes recurring gifts on the 1st and 15th of each month. We can't move our forms to NXT until the capability is available.
-
Guest
- Jan 29 2020
- Reviewed: Voting Open
-
Allow a set date for recurring gift giving.
Merged When donors sign up to be recurring/monthly givers. It would be helpful to be able to set the date their gift gets pulled so that all gifts come in at the same time and not on whatever day they signed up or want to give. It could be done previousl...0 Reviewed: Voting Open
-
Allow the charity to lock down the days of the month donors can set up recurring gift
Merged i.e. 1st and 15th of the month only0 Reviewed: Voting Open
Related ideas
We also process all second and thereafter recurring gifts on the 15th of the month. We'd prefer to have that option.
Agreed! The automatic processing is wonderful, but there's still the manual part for our data entry staff. She can't be processing gifts like that. We're a small shop so we might get 1/day. That's not a good use of time.
Yes, our organization does not have the capacity to use recurring gifts willy nilly and cannot switch to NXT either until this is offered
YES PLEASE! We can't check recurring gifts every day.
I agree. I realize that recurring gifts are processed automatically in the web view, but it would be helpful in moving to the new donation forms to limit the dates to our current schedule. Then when the process is familiar to all staff, we would feel more comfortable opening up the date range.