-
In RENXT gift batch, allow last four digits to appear in credit card number field
At this time, I do not process credit cards. I am given the type of card, the last four digits and the expiration date. Before I was on RENXT, I could put just the last four digits in the field. In RENXT, the number disappears when I tab out of th...1
-
Globally change all recurring gift templates
We have a monthly giving program and are working hard to grow it. We have recurring gift templates set up for these donors that the monthly installments are applied to. We just came to the end of our fiscal year and I need to create an amendment t...1
-
Allow Import of Membership Renewal Schedule on Recurring Gift
We use the import utility to import constituents, their membership and associated information from an external data feed. However, there is no import capability to allow the addition of the membership renewal schedule on the recurring gift that is...0
-
Link gifts from tributes and multiple donors to proposal/opportunity
We have found a need for either a business rule or some other ability to link a gift to both a tribute and a proposal. Currently, there is no way to add an attribute to a tribute that identifies it as also having a proposal entered. Can you add at...0
-
Adjustment reversal date
There should be an option to default all adjustments reversal dates to adjustment post date, especially if integrated with FE. You cannot go back and adjust a closed period- just not done in accounting0
-
Display both FUND id and FUND description on Gifts tab
Provide flexibility to RE end-users to select to display one or the other, or both.0
-
NXT Soft Credit
There should be a separate soft credit gift amount or a way to only see the soft credit portion that the constituent has given. We have many gifts that a group of donors give gifts and are soft credited correctly in RE database but in NXT you see ...0
-
Planned Gift Tracking
It would be nice when entering planned gifts, particularly CGAs, that we are able to set up reminders for when payments are due to the donor(s). Right now I can enter the CGA but there's no way to track payments using RE, which almost makes the pl...0
-
Globally break gift link to event other donations
2020 saw hundreds of events cancelled and replaced by virtual events or deferred to different years, and sometimes both. This has left a legacy of thousands of sponsorship gifts being linked to events that never happened and not creditted to to ne...0
-
Add option to configure FIRST / LATEST / GREATEST gifts wherever they appear in webview, as is possible in database reports
Our gift records include payments that are not charitable contributions (raffle tickets, event activity, etc.). They are identifiable by the campaign category of the campaign they are associated with. We would like to exclude these gifts from givi...0