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Add Gift Status and Pledge Balance as Filters on Gift Lists
We want to be able to look at all open and active pledges, but there is no way to filter by either of these fields to allow us to do that.0
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JustGiving Direct Payments to Appear in Integrated Batches
My team were trying to figure out why the amount of money received in an integrated batch didn't match their report and after combing through the transactions, it turned out to be a £5 direct donation from JustGiving themselves to a page. When log... -
Allow payment on a pledge in NXT or webview
When I apply a payment to a pledge from OLX, the payment automatically inherits all the attributes and notes from the pledge. Can this be done when a payment is received in NXT, to save the loss of information. I otherwise have to type in the Note...0
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Every field should be accessible by Import, Query, and Export.
We have the planned giving module and I cannot import, export, or query on the Payment frequency or First payment date fields in gift annuity records. If a field exists, shouldn't the data that it contains be useful?0
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NXT: Make it possible to move a gift record from an individual to an organization
Please make it possible to move a gift record from an individual to an organization....and vice versa. How is this not possible? It's nonsense that I have to create a dummy constituent record, move the gift to the dummy, convert the dummy from O t...2
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Make Gift Type Editable
Currently, Gift Type (database view) cannot be edited after it's been entered. The only way to change a gift record is by deleting the gift and creating a new one, which can be cumbersome, time consuming and inefficient if you have to change multi...2
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New 'Soft Credit Household' soft credit type
The ability to code gifts with soft credit, differentiating between soft credit for a household member and true soft - or third party - credits, is imperative and will allow for much easier query/export/reporting. I hope BB will consider the addit...0
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Past Due Pledges on RENXT
It will be great if there was a way to configure the past due pledges to show in RENXT by installment date instead of gift date.2
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Add the ability to customize the names of pay methods that are hard-coded
"Business Check" and "Personal Check" are both hard-coded options, but they are so many characters. GL Journal Entries are limited to 50 characters, and we need to be able to use those characters for other things! I just want to be able to call th...0
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Adding a Tribute to a Recurring Gift
Our constituents would like to honor someone with a Tribute on their Recurring Gifts. Being able to copy the Tribute automatically from the parent record to the Pay-Cash record would allow us the ability to a) track the gifts on the 'In Honor Of' ...0