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Split Gift and Tribute as 1 Line Entry in Batch
We receive with a portion designated for a specific fund and a portion in memory/honor of someone. If added as one line entry in RE batch, the gift total for the tribute is incorrect (reflecting the total given, not the amount for the tribute-this...0
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Allow skipped transactions for automated recurring gift to reset or rollback
I ran into an issue where I accidentally skipped 2 months for a recurring gift. I could not roll it back nor could I amend the date. This is a problem. I can understand not rolling back a processed transaction, but when there is no gift you should...0
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Allow Appeals to be deleted even if in a gift record.
Keeping Appeals that are located in only (1) one gift record is bothersome. We are unable to delete the Appeal from the gift record if it is found in an Amendment to a gift and is no longer accessible. Just allow Appeals to be deleted.0
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Alternative receipt name
Often Donors ask for the receipts to be in the name of a family member for tax purposes etc. Would be a handy feature particularly as the e'receipts don't offer a manual change in receipt prior to sending out.1
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Adding fonts to RE
We have to adhere to branding guidelines which means using Raleway. We have to export every single letter into word after building in RE. We would like to upload our necessary font into RE0
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matching gift without a pledge
At times employee giving sites post donor gifts and company matches at the same time. It would be great to not have to go through an extra step of processing a batch with donor gifts, then applying a matching gift pledge to each donor profile, and...0
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Create matching gift type gifts directly in a company's record
At present we have to create a gift in an individual's record, then add a matching gift pledge tied to their company, then fulfill the pledge. This is burdensome and often leaves us with many open matching gift pledges. Why not have an option to c...0
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Ability to export original gift amount with adjustments
When you are trying to reconcile direct debits, the gift adjustment report does not have a total and takes up too many pages0
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In NXT, display matching gift payments received in list of gifts on individual's Giving History tile
Currently, you must click "work with gifts" in the giving history tile to see matching gifts that have been received for an individual donor. Ideally, the list of gifts accessed through clicking "work with gifts" should be the same as the list of ...1
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Better Formatting for Gift Batch Validation Detail Report
The Batch Validation Detail Report currently places multiple fields into one column. Seven columns fit on a landscape page but if you have 15 fields in your batch data entry, the 8th to 15th fields are double-stacked into the seven columns on the ...0