Gift status needs to be available in NXT for recurring gifts
It only makes sense that there is a simple way to identify recurring gifts that are active. Some donors have several old recurring gifts on file and when a donor calls in to update a CC they have to go into each one to identify whether it's active or not. Also when a recurring gift has an end date, after the last transaction is processed the gift status should be automatically changed to completed/terminated. This should not be a manual process.
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Guest
- Sep 18 2024
- Reviewed: Voting Open
Related ideas
We desperately need to see the recurring gift status on the list of gifts under "work with gifts" page. Agree with all comments below, AND can we make the list longer and not have to constantly be reducing the gift summary tile above to see anything on the page?
It would be very helpful to see this as we have lottery subscribers that are managed on a separate CRM/lottery software due to no lottery integration with NXT - it would be beneficial for our fundraisers to instantly see if a lottery recurring gift was active or cancelled.
Gift Status is vital when you have a regular giving programe. Every time a donor updates their RG with our telefundrasiers or online we need to cancel their old schedule and start a new one because there is no way to add a new token to an existing gift. So donors end up with multiple Recurrring Gifts. If they call to cancel/make changes we need to be able to find it fast. In database view we sort by gift status because the payments don't have a status but we can't do that in web view.
As a work around we have added the Custom Field Cancellation Reason to lists instead.