Be able to add biographical information into the Batch Fields.

When our data entry clerk loads new gifts, she prints out the batch report at the end. This goes to the development manager who reviews it and makes sure appropriate thank you letters are sent to the donor. If I could add the "Receipt Type" field to that report, I'd immediately know whether or not a letter should be sent for each gift, or only at the end of the year. Right now I have to look each name up in Raiser's Edge to confirm their receipt type unless I happen to remember the name. It's very time consuming to do it this way.

  • Guest
  • Mar 10 2020
  • Reviewed: Voting Open
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  • Guest commented
    30 Mar 16:04

    I have used constituent batching to add fields instead of using import. While I want to know how to import correctly, being able to batch biographical information in Database view is very important to me and a completely different benefit that was is being asked for about. So it seems this is a multipurpose feature users should have