the ability to alter the names of funds in the donation form designer
RE NXT does not have the ability to alter the names of funds in the donation form designer, the name would need to be altered on the fund record itself.
-
Guest
- Aug 2 2021
- Shipped
-
RENXT donation form needs to have a display description option for Funds like Online Express has
Merged Our Funds have description that do not work to display on a donation form. Need to be able to put in a display description for the Fund on the form like you can do in the online express form.2 Shipped
-
Ability to have a public facing Fund on NXT Donation Form
Merged Currently, the back end fund name presents on NXT Donation Form without the ability to have a public facing fund presentation.3 Shipped
-
Fund Display Names in NXT
Merged We should be able to edit the display name of funds in NXT, the same way we can in OLX.0 Shipped
-
allow Funds displayed in NXT donation design
Merged Allow us to rename the names of funds to what we want displayed or named in the way we want.0 Shipped
Related ideas
We've just released the ability to sort and rename fund names on the donation form. This will be announced in next week's What's New.
To access this, after adding your funds, go to Step 2. Form and select the "Edit" option when you hover over the fund list.
From this screen you'll see all of your funds listed, you can switch between the default name or Set labels, which allows you to enter in a new label for the fund.
Enjoy and let us know what you think!
An April release sounds awesome, Samantha!!! Just in time for the new Fiscal Year to start. Thank you.
Hi Connie! We're in active development of this feature now, looking at an April release. So....very soon!
What is the timeline for implementing this? We need to be able to custom relabel (and sort) funds on our donation pages. We're currently using OLX forms but want to make a change and are considering using an alternate solution if NXT can't meet our needs.
Hello,
We are working on a design to allow relabeling of funds for the donation forms. Please take a minute and fill out this quick survey to let us know how often you need to relabel and where else that label might need to appear.
https://docs.google.com/forms/d/e/1FAIpQLSfULRb8Lgs7tx02zpJbSnlokzKH08WxdF4IPj-X0MdqFh2R1A/viewform
Thanks!
Samantha McGuin
Principal Product Manager
With the new MasterCard rules for recurring transactions, I want to transition from using OLX forms to NXT forms since NXT significantly streamlines a compliant receipting workflow. However we NEED to be able to re-caption the fund descriptions on the forms. We cannot re-formulate our fund descriptions to be public-facing; it would make our fund code tables unmanageable. And we should not need to. Re-captioning is a feature of OLX so it should have been a feature of NXT forms from the start.