Ability to Create Folders in Unified View Gift Batch
One of my clients using RE has locations in almost every state. Therefore, for gift batch entry, in DBV they have a folder for each state to keep batches organized.
My question is, how will this nonprofit and others like it that have multiple locations but use the same RE database be able to organize gift batches in Unified View? I am not aware that a folder option will be available, or if it has even been thought about (correct me if I'm wrong.)
I can see Gift batches in Unified View getting very messy for this client without the utilization of folders by State/Location. Also, the possibility of the wrong gift batch getting committed/edited feels higher since all locations will be intermingled. Therefore having the ability to create folders in Unified View Gift Batch like we do today in DBV would be very valuable.
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Guest
- Jul 21 2026
- Reviewed: Voting Open
Related ideas
I recall organizing gift batches in web view has been brought up before and is a must for my org as well.
Organizing and accessing ALL gift batches, created in database view and web view, is required functionality. We need to be able to access ALL gift batches, both web and database batches for historical purposes.
We do need to be able to organize batches in some way. The more we switch to entering batches in NXT view, the more messy it will get.
It would be great to be able to add folders to gift batches in NXT. If we aren't able to delete batches then we should at least be able to put them in an exception folder so they don't clutter up the list of unapproved batches.