What's New In Raiser's Edge NXT The Week of May 26
This week, Raiser's Edge NXT begins waved roll outs of new gift features including recurring gift amendments and improvements to how you enter gift batches.
Upgrade or downgrade a recurring gift's amount (for some of you). To help you accommodate donors who wish to upgrade or downgrade their recurring gifts, you can now amend a recurring gift's amount.
From the top of the recurring gift record, select Amend gift amount, then increase or decrease its amount. You can also update additional information — such as gift splits or soft credits — as needed.
When you amend a gift, details about the change, such as any previous values and amended values, appear in the recurring gift’s history. Any changes you make apply to future installments; recurring gift payments that have already been processed remain unchanged. For more information, see Recurring Gift Amendments.
Note: In future releases, you’ll be able to add other types of amendments through the web view, such as to update a recurring gift's payment schedule.
Improvements to Add batch gift (for some of you). Previously, we improved the way you enter a gift's details when you add a single gift. Now, we added the same improvements when you add a batch of gifts.
From Fundraising, Gifts management, create or edit a batch. Each time you add a gift to the batch, under Gift splits, you can now directly enter details into the fields that help your organization track gifts — such as the campaign, fund, and appeal. For more information, see Gifts.
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For unapproved gifts (in a batch) you are able to edit/update anything that you entered in web view before the batch is approved. When looking at the batch in web view, just select "Edit batch gifts" and you should be able to change anything you entered.
Once approved (and/or for gifts that are added outside of a batch), we have added support for a number of "Edits" in web view to help with this over time, but you are correct that there are still some gaps that require users to make the edit in database view.
For One-time gifts (aka Cash gifts) you should be able to edit the following in web view:
-Constituent
-Gift amount (unless a payment was processed as a part of the gift being entered)
-Receipt amount
-Gift splits
-Soft credits
-Fundraiser credits
-Receipt info
-Acknowledgement info
The following fields are currently known gaps that will eventually be covered with functionality added to web view:
-Gift date
-Anonymous flag
-Gift subtype
-Payment method (unless a payment was processed as a part of the gift being entered)
-Post to GL info
-Comment
I'll use the post as an opportunity to review where we are at with adding support for those gaps so that its easier to correct any mistakes that are made during gift entry.
Still need ability to enter Gift Code before we can really utilize NXT batches. This org currently relies quite heavily on Gift Code for filtering/reporting. I looked yesterday and see a number of suggestions in the idea bank for this. (It would be nice if they were combined into one idea.)