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Business Rule for Tribute Gifts
We have instances when our tribute gifts have business rules that need to pop-up during query. An annotate can be added to the record, but that is not seen when entering a batch. I believe that this would be a benefit to everyone.0
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Do not change the start date of recurring gifts to the date of amendment
Currently, when we make an amendments to a Recurring Gift, it automatically changes the start date of the recurring gift to the amendment date. This becomes a problem as we will then be unable to rollback transactions etc as the start date of the ...0
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Add media files to gift records
If you want to add electronic documentation that refers to a specific gift, the only way to do so is to add it to the constituent through the "media" tab. If a constituent gives many gifts over many years, then this list of electronic documents wi...1 Will not implement
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Allow matching gifts from Individuals, not just Organizations
For fundraising challenges when a donor is willing to match gifts from other donors (aka establish a scholarship and I'll match the amount to the scholarship, doubling impact), it would be helpful to enter a matching gift pledge under individuals,...1
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Expand criteria for Split Gifts
It would be great to have the ability to consider more fields than just Campaign, Fund, and Appeal when splitting a gift while working on a Batch. Specifically, having the ability to differentiate based on Gift Code and/or Gift subtype would help ...0
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Add the Gift ID to the Journal reference configuration drop downlist
Our 3rd party financial system requires a unique identifier for each gift0
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Change recurring gift that recurring gift payment is attached to
It would be really useful to be able to correct recurring gift payments that have been attached to the incorrect recurring gift - either directly in that gift or by importing an update.0
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In Batch Processing, add the ability a select the Attribute Category as well as the Despcription
When entering a manual gift, I select the constituent, gift date, amount, Campaign, Fund, Appeal, and then move to the ATTRIBUTES tab and select the Attribute Category and the description based upon the table entries. When entering in Batch proces...0
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Add the ability to print and preview receipts and acknowledgement document from RE NXT
This would increase productivity and give the fundraiser the ability to see the last correspondent while they are on the phone with the donor.0
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Copy all Soft-credit information from a pledge to the pay-cash gift record.
Currently if you add a soft-credit to a pledge this soft-credit does not then transfer over when the pledge is paid off. This means that the pledge shows on the soft credited person's record but the pay-cash does not.0