We'd like to be able to see a list of all pledges that are unpaid - whether they are overdue or now. Right now it only allows us to see a list of overdue pledges.
Yes! At this time of year we do a mailing to all people with a balance unless their gift is set for EFT. Even if they are set for no reminders. Many of or users have asked to see the list to know who they want to contact, and it makes perfect sense to let them create a list in NXT so they can filter and sort and see who they want to personally reach out to or track.
Having a filter for Balance greater than 0 would allow our users to track these gifts real time and interact.
Side note: We can't see the EFT field (filters or columns), so we can't quickly determine if the person with a balance already is setup to pay it off. We wouldn't contact those donors.
This is much needed!
We need this in order to do our reporting. It's crucial to our business processes. thank you,
we need this!
We still need "pledge balance" as a gift list filter and column. This is NOT the same as "Overdue pledges" filter.
This is really needed. I need a dynamic list that removes the pledges that were already paid and keep the ones that aren't or partially paid.
Please do this!
This would be super helpful!
Yes! At this time of year we do a mailing to all people with a balance unless their gift is set for EFT. Even if they are set for no reminders. Many of or users have asked to see the list to know who they want to contact, and it makes perfect sense to let them create a list in NXT so they can filter and sort and see who they want to personally reach out to or track.
Having a filter for Balance greater than 0 would allow our users to track these gifts real time and interact.
Side note: We can't see the EFT field (filters or columns), so we can't quickly determine if the person with a balance already is setup to pay it off. We wouldn't contact those donors.