Does anyone know what determines which gift displays first on NXT (webview, unified view, whatever I'm supposed to be calling it!) receipts? We use split gifts when someone covers the credit card fee. I always want the fund that they are truly giving to, to go first and then the credit card fee. Support told me it was…
I created an idea for this. Please vote or add comments if you think this would be a useful feature. We use ids and import ids to control updates. Why not allow deletes too? https://renxt.ideas.aha.io/ideas/RENXT-I-9913
I've gone down a rabbit hole after discovering this is how it's done at this org and I am curious how others handle this. Example1: Event in June. Linen Company XYZ is donating linen rental for the event and getting 2 tickets to attend in return. All gift/receipt amounts are entered as $0. Example2: Event in September.…
Hello! Has anyone has success with a workaround when manually increasing a donor's recurring gift and covering the fees? Since you have to uncheck the fee box when amending a gift amount, I am unsure of another workaround besides terminating and starting a new installment. Our organization is considering hard coding the…
Someone please correct me if I'm wrong, but it seems that, among all of the new features of the modernized fund records, we have lost the ability to easily see lifetime giving (received) and lifetime giving (committed). For my org, those numbers are the main reason we check a fund record. It seems that the new fund records…
I have been asking for quite awhile about when the Solicitor Performance Analysis report would be brought over to NXT from DB. No one has been able to give me a direct answer. Our Customer Success contact said he would check on that, but we haven't heard back. I was told to create an idea for the idea bank. I did that. It…
Anyone used these two platforms and have experience to share?
I'm attempting to reconcile for the first time. The majority of the postings on the bank statement are for electronic deposits (tuition, school store receipts) and electronic payments. When I attempt to reconcile though, I'm not seeing any of these. My Bank Feeds are enabled. When I go into the bank account though, on the…
Hi all - has anyone heard if/when "Load Default from…" is moving to web view?
Hello everyone! I've run into a weird problem and I thought coming here would be the best way to find a solution. Under Admin > Security > User details, my account is listed as Organization Admin, as well as Solution Admin for each of our Environments. My security group role is Supervisor Users, so I should theoretically…
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