Make Receipting Option Available on Pledges in NXT

If there was an option to generate a receipt on the pledge you could use a custom receipt template to send a pledge reminder from NXT. This would allow our solicitors to interact with their assigned contacts regarding the pledge instead of it having to go through our single DB accessing employee. This is a big miss for NXT as it takes the follow up for the pledge out of the hands of the solicitor.

  • Audrey Morris
  • Aug 4 2023
  • Attach files