Gift Batch in web view

Chris Zello

I'm wondering if anything more has been made available for gift entry via batch within NXT webview?


Also, for any of the beta-testers, was there any discussion of the lack of ability to enter Tributes?  The functionality was lacking for gift entry of single gifts.


Thank you for any update you can provide.

Leah George

Hi Chris,


Have you heard an update on your question? I'm hoping to move my gift batch entry to NXT, but find that not being able to enter tributes is a big roadblock.


Thanks!

Leah

Chris Zello

I have heard nothing from Blackbaud indicating that Tributes will be available during gift entry anytime soon. 


In a webinar last week I attended about the new Receipt Manager, I asked in the Q&A if the letter template could handle Tributes, and was told that it could not.  So even if you entered your Tribute gift in database view, but wanted to use the tool that is fully released in early 2021, you can not.


Frankly the whole gift entry process is incomplete when it comes to gift types other than One-time gifts or Recurring gifts.  And who doesn't have Pledge Payments?  You still will have to establish a process to do most things in database view and flip over to do a few things in web view.


If this is a problem, I would bring it up with your customer success manager and account manager, and ask other people to do the same.  Could it be that enough people haven't expressed their need for entire gift process to be completed (from the entry through the acknowledgement/receipt process)?