View/Edit Send Reminders Check Box

I understand that gift functions are not yet ready for NXT delivery.  But can we at least view and edit check boxes associated with pledges and recurring gifts?

At present, if you are looking at an open pledge in NXT, you have no idea if they are scheduled to receive reminders, if the pledge is on hold, etc.

Can we at least bring data over so we can view it in NXT?

  • Brian Bates
  • Apr 5 2017
  • Reviewed: Voting Open
Gifts
  • Attach files
  • Jen Cornell commented
    21 Oct 01:58

    The ability to flag a pledge as Do Not Send Pledge Reminder was available in DBV and is an important functionality that should be retained in NXT. We use this flag for several scenarios, including donors who fulfill their commitments through payroll deductions, pledges being satisfied through recurring gifts, and donors who are in regular communication with their gift officers regarding their commitments. In these cases, automated pledge reminders are unnecessary and can create confusion or result in redundant outreach.

    Without this functionality, we lose the ability to easily exclude these pledges from reminder pulls without relying on additional manual review or workarounds. Please consider restoring this functionality in NXT so we can manage pledge reminders appropriately based on each donor's circumstances and our organization's preferences, without having to create yet another custom field to track functionality that was previously available in DBV.

    Attachments Open full size
  • Samantha Michielli commented
    07 Oct 14:21

    This is an issue for us too. I have instances where I need to uncheck "send reminders" for an open pledge. There is no way to do this yet in NXT. I need to open the pledge in database view and uncheck "send reminders" there. Any idea when this function will be available in web view?

    Attachments Open full size

Related ideas