While the gift batch entry has sped up some of our gift processing, we have certain gifts that are entered individually. Since many of these are monthly recurring payments from 3rd party pass-through companies, much of the gift information is the same, with changes mostly limited to date and amount. I rely heavily on the "Load Defaults From" tool in Database view to do the work for me. I know other financial programs (like Quickbooks) have templating options that apply to single records instead of an entire group of disconnected payments.

Can we please have a setup for a template for "add a single gift"? I'm reluctant to build out and use the gift batch entry templates to enter gifts singly, especially because of the limitations to edits after a batch is approved.