RG Automatic processing - Some questions please

Em Siemonek

Kia ora Team,

I am researching the benefits of NXT Automatic RG processing and have some questions - hoping I can get some answers here.

1. Do all gift fields that appear on the RG in database view, carry over to the RG-PAY CASH gift management once gift has been processed? So far I can only see that once a RG is converted to automatic processing, only the campaigns and funds appear in gift management for approval when a schedule is run. We have Appeal codes and package codes on some existing RG that ideally need to carry over. Is it possible to have these populate? Or will we need to go through each RG-PAY CASH and apply these fields?
2. If a gift declines, how can we see these? In DBV we use exception batches for RG's we have processed, so we can retry them and also send out letters or emails to donors to ask them to update their payment details.
3. Do NXT processed gifts appear on the donors record in Database view?
4. If a donor updates their card details, can we update these in NXT on the original RG or do we need to do this in DBV for now?

Thanks so much for all of your help

Austen Brown

@Em Siemonek - Here's answers to your questions.

1. All gift fields listed on a RG record are included on the RG Pay-Cash/Payment record. This includes Appeals and Packages.
2. If a gift declines a $0.00 gift will be listed in batch. Here's more info on how you can retry a hard rejected payment: https://webfiles-sc1.blackbaud.com/files/support/helpfiles/rex/content/bb-recurring-gift-retry-failed-payment.html
3. Once a gift batch in WV is approved (aka committed) gifts will appear on constituent records in both views (WV and DBV).
4. Updates to payment details will need to happen in WV on the original RG record.

Em Siemonek

@Austen Brown You're Brilliant, Austen! Thank you!