Batch Processing in NXT tweaks
Several items I've noticed that are missing in the NXT batches when compared to the OLX batching process is:
There appears to be no "global change" function for campaign, appeal or fund fields. At present it seems the only way to change a field is to change it in each individual gift in the batch.
There's no indicator that a constituent address has changed as a result of information supplied with their donation. As a political party we're required by law to hold a correct physical address for all our donors and there's nothing to prompt us to check any changes of address in the NXT web view batch process.
It would be useful to have a link to the "source" recurring gift record for all recurring gift instances in the batch for any changes that might be required e.g. we use the campaign field to record transactions in a 3 yearly election cycle & recurring gifts may cross over this period so it would be useful to have a quick link to these in the batch.
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Kit Nelson
- May 20 2024
Related ideas
we need global changes in webview batches as well - this is essential for us!
Also removing the export recent transactions widget as it's pretty useless as is
Maybe a more intuitive gift management page layout. Getting to a specific form shouldn't be mulitple clicks and important links are hidden away in the top right. Plus the "gifts" link up there just leads to gift lists in general, which is a bit cheeky
Yes, 1000% agree that all of these things are needed. Thank you!
I'd add:
- the batch processing page should show all fields that are on the online giving form. Specifically, none of the tribute fields appear in batch processing, so it's easy to miss that a gift is in memory or honor of someone.
- the ability to set defaults for the acknowlegment field. I have to manually go through and mark all monthly gifts "do not acknowledge" or remember to do a global change after approving