Gift batch entry: gift constituency to automatically populate

I'm not looking for a drop-down menu to manually select a constituency code. What I would like is for the Gift Constituency Code to automatically populate based on the constituent's primary (top) constituency code already recorded on their constituent record.

Currently, I have to stop at each line in the gift batch, look up the individual's constituency code, and manually select it. This is extremely time-consuming, especially when entering large batches of gifts.

Having this field automatically populate would significantly streamline the gift entry process, improve efficiency, and reduce the potential for data entry errors.

  • Julie duddy
  • Oct 20 2026
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