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Enable receipt stack to be added to recurring gifts processed automatically in NXT.
After transitioning to automatic processing for recurring gifts in NXT, I noticed that the gift came in with the receipt stack blank. There currently does not seem to be a way for the receipt stack to be automatically assigned from the master gift...0
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Automatically update proposal status when linking a gift
It would cut out an extra step if linking a pledge to a proposal would automatically change the proposal status to accepted and fill in the amount funded section.1
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Soft Credit - Extra column to show soft credited in batch
It would be great if an extra column can be provided in the soft credit screen when processing a gift batch so that when you enter the Constituent ID it prefills the name, this allows you to easily double check you have entered the correct record ...0
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Stock gift details - need more character space in symbol and the ability to add decimals in Units
When entering stock gifts details section needs to be updated. Some stock symbols are 5 characters so I can't enter the field. Also # of units doesn't accept decimals so instead of entering 208.921 shares I have to enter 209.1
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Alert me if a gift could be a duplicate
If I enter a gift into batch and Raiser's Edge knows there is another gift on this constituents record with the same date and amount, it would say "There is another gift matching this date and amount on this record, is this a duplicate?" When you ...0
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Add the field Gift Code to Gift Management batch in RENXT
We use the Gift Code field to track DAF management organizations. We use this rather than creating a constituent record for these DAF's and rather than soft crediting the DAF or entering the gift on the DAF and soft crediting the actual donor we h...0
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Proposal and Pledge Integration
It would be nice if when you are entering proposals (RE Database View) or opportunities (RE NXT) that you would have the option to have integration between that and the gifts tab. When you know that the opportunity is accepted, have an option to a...0
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Text to Donate
A text to donate integration with Raisers Edge would be hugely convenient for our parents. Red Cross does it and it doesn't make donating any easier.2
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Auto Update Old Recurring Gifts With New Default Fields In Batch
I would like to set Default Fields in a Batch, and once I hit Automatically Generate Transactions/ Payments I'd like for the new the existing Values of the recurring gift to automatically update to the new Default Fields I created; I don't want to...0
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Linking Gifts to Opportunities shouldn't be a requirement, but since it is, here is an idea.
When we enter a gift that is attached to a pledge, RE automatically prompts us with "This donor has an outstanding pledge, would you like to apply it to this gift?" Is there a way so that if opportunities are set up, we can automatically be prompt...0