-
Be able to report on batches not committed, via query or export.
I need a way to pull a list of batches not committed, with the batch #, date and $amount so that I can report for Finance things that are still in process and not yet committed.2
-
Add deferred revenue as a default for future campaigns.
When we receive donations for future fiscal year appeals, it would be beneficial to have it where when we're entering the batch, the "deferred revenue" payment subtype automatically populates based on the timing of the event. For instance, if my f...0
-
When creating a Conditional Merge Document based on Appeal ID in Mail/Donor Acknowledgement Letter...
allow for multiple Appeal IDs to receive the same letter. So when creating a new doc, one of the choices under "Use this document when Appeal ID is..." would be "one of". Then I could use a wildcard to include multiple appeal IDs. Currently the ch...0
-
Show currency type entered for gift
Once you have entered a currency exchange on a gift, you are unable to view that you have done so apart from opening gift>Currency Exchange. Make this viewable on the Main gift tab.1
-
Remove link between participant record and constituent.
If a participant record has accidentally been linked to the wrong constituent, there is no way to remove the link without deleting the participant record. This seems silly and leaves too much room for error. I would love for there to be a simple w...0
-
Make it possible to share a link to a dashboard or insight
I just created a neat insight and I want to share it with a colleague. My only option right now is to walk them through searching for the insight inside their own session of NXT, or to download the data into a csv/xl; file. With the latter option,...0
-
Add option to exclude constituents marked "do not solicit" in the Alumni Participation insight
In RE NXT the insight for Alumni Participation has a lot of potential. But please make it possible to filter out constituents who are marked "do not solicit" -
Make pledge payments one total amount instead of breaking out the installments on the pre-post
On the pre-post, pledges made with multiple (bi-weekly in my case) installments, show up 26 times instead of as a total amount pledged. It would be lovely if the pre-post could condense this into one lump sum for easier viewing or at least allow f...0
-
Create a device that does not require the use of an ipad, iphone, or android.
We love using BBMS and wish to be able to use them to process ALL of our credit card transactions. It would be very helpful to be able to process a credit card through a cash register, not just a mobile device.1
-
Event Name no longer prints on the Registration Fees Due Report in 7.94
There was an issue with Crystal Reports 8.5 which was fixed in Crystal Reports 13 which 7.94 now uses that allowed the Event Name to print when it should not have printed. The Event Name will only print when the report is grouped on “Groups” not o...1