-
Give option for "Other" fund on Donation form in NXT with ability to search the database or enter free text
We would like the ability to only list a few key funds on the new donation form designer in NXT, and then allow the donor to enter a fund as free text if the fund they want is not listed, or allow the donor to query against a list of available fun...1
-
Re-sort Package dropdown list in Gift Record
Packages are currently only sorted by the order they're created. We'd like to resort the list by ABC order so it's easier to locate a specific package.0
-
In a batch, add Soft Credit to the Fields in the Gift Batch Setup
Adding soft credits to each gift is an after-thought in RE's current version, making it incredibly easy to forget to add. It should be applied in the Gift Batch Setup, so it appears in a column of the Data Entry screen.0
-
Invalid Address pop up when entering a gift in batch
When entering a gift in a batch, a pop up to indicate that the constituent's address is invalid would be useful. This would allow the user to check the address against the address on the donation just received and update the data.1
-
Set a default attribute against every gift a constituent makes that would be auto-applied
If we want an attribute to be applied to every gift that a constituent makes, there isn't a way to set this up at present. It would be great if there was in order to cut down on the manual entry.0
-
Report of Constituent Total Years Giving
A report to run the total years a donor has given to the organization (not consecutive years but total years giving)0
-
Add a "Soft Credit" field
Currently there is no identifier for soft/hard credits. There are workarounds i.e. adding soft credit amount and recipient name, but not simple field what just a "yes" and "no" answer to query on and output.0
-
Automatic Attributes with Gift
When a gift is made over a certain dollar value, I would like the corresponding gift attribute to be automatically applied to the donor. For example: If John Doe gives a gift of $500, the attribute assigned would be 'Major Donor Prospect'. If John...0
-
Recurring Workflows - Autogenerate ongoing tax receipts
I'm trying to fully automate tax receipts for my nonprofit but failing to because workflows can only be applied once to a constituent. It would be helpful if workflows could be recurring for constituents so whenever a new (latest) gift is made, a ...0
-
Addition to New Donors Report
Our team would like to be able to run the following report: # of new donors per month (not a list of donors but quantity) total revenue from first gifts per month Totals of the above by year0