Ability to customize lifetime giving by gift type. (on home screen)

I.e., remove unpaid pledges, add matching gift payments. This is hugely important for donor recognition in my organization. The current view in NXT gives us numbers that are inconsistent with our recognition policies. So we have to do math in order to pull this # from home screen in NXT. In RE,the SUM filter gave us the flexibility we needed.

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  • Sep 15 2017
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  • Scott Sekerke commented
    April 30, 2018 15:58

    As well as the home screen, this should also be reflected in the Giving portion of NXT's Constituent lists, especially when assessing Total Giving. Both "Matching Gift pledge" and "Matching Gift payment" can be selected, but do not apply to the Donor. According to support, they only apply to the matching company.

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