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Close proposal (Change status from Open to Funded/Closed) after linking gift
When I enter a gift and link a proposal to it, RE still leaves the proposal open. In order to adjust the status after linking I still have to go into the prospect tab to change it. What's the point of linking the proposal if we still have to go in...0
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Allow Benefit Cost to be greater than Gift Amount.
When entering benefit cost (for example Auction Items). It would be nice to be able to enter the exact FMV and over ride the error that says "benefit cost is greater than gift amount".0
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Globally change the check date
Why is this not a globally changeable field in gift batch entry? I have one location in my database that has to update, via copy and paste, this for 200 rows and another that has to update it for about 400 rows total. Yes, I know I can just go glo...0
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Allow Write-Off Gift Type to use Sub-Types for optional GL posting
We often use a Gift Sub-Type to designate alternate GL posting for various cash gifts or pledges. For instance, we have a gift sub-type for funds given through payroll contribution that debits a "payroll clearing" account instead of our bank accou...0
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Customizable Due Dates for MG Pledges
With the new Analyze tools in NXT the MG pledges come up as Past Due. There needs to be a work around for this. I see 2 options: 1) Be able to filter on Gift Type 2) Be able to set a due date for MG pledges. Thanks!0
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Ability to Control the Benefit Quantity Value and shows the quantity left once a Gift is done
No description provided0
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Allow scheduled recurring gifts to be added after cancellation when the installment date precedes cancellation date
Sometimes a recurring gift is cancelled by the donor a few days after the usual payment date. If an external company processes the payments, you may not receve the payment data files for up to a week after, therefore you cannot cancel the DD as it...0
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Add the solicitor of the constituent record to the Gift Detail and Summary report instead of gift record.
Would be beneficial to analyze incoming gifts that were not specifically solicited by a gift officer but the gift officer should be able to see their names in gift reports.0
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From the batch, be able to add constituent and relationship without having to save and reopen
A new solicitor code cannot be added in the batch unless the new constituent is saved and closed and then reopened to add. It just adds extra steps to the process.0
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Recurring batches -should be able to lock the button to keep it recurring
Recurring batches are always recurring. when you do the next batch that isn't and uncheck the box it should not effect the recurring batch. There is no way to fix the recurring batch except to go in manually and correct each donor which takes 9 cl...