We would like to be able to sort by Name, Gift amount or any other field, while viewing gifts processed via NXT, within Batch. Similar to Lists by clicking on the header field.
We need sort by column headers in batch grid view. Not just in Batch Review. A sort in Batch Review does not flow through to the batch grid view. My team uses Comments to track transaction numbers, and without sort in grid view we're facing a lot of wasted time scrolling up and down the batch. Both for the data entry person and the person who approves the batch.
Sorting anything in NXT is not great in general, but it is imperative to be able to sort grid batches by either name, constituent id, amount, gift date, etc. This seems like a basic function.
Would love to be able to sort gifts in Grid View batches. Functional column headers for sorting would be ideal, but I'd also be happy with a sort function similar to what is in DBV batch. Sorting by constituent name, amount, appeal, Comment/Reference, and certain custom fields.
[Please disregard my 2023 comment below; I previously misread the idea as sorting the list of batches instead of the gifts within a batch]
It appears that some sorting capability has been implemented, but when I try to sort by Batch number it does not sort correctly. I'm not sure if it is sorting by date or by the original batch number generated on batch creation. I have a mixture of batches where the batch number was customized immediately on creation and others that were renumbered after creation.
In the attached example, whether I sort the batch number column in ascending or descending order, it only resorts by ascending or descending date and the batch numbers are out of sequence.
In Unified View this is critical for import exceptions of files from third parties. ie. Lockboxs.
We need sort by column headers in batch grid view. Not just in Batch Review. A sort in Batch Review does not flow through to the batch grid view. My team uses Comments to track transaction numbers, and without sort in grid view we're facing a lot of wasted time scrolling up and down the batch. Both for the data entry person and the person who approves the batch.
Sorting anything in NXT is not great in general, but it is imperative to be able to sort grid batches by either name, constituent id, amount, gift date, etc. This seems like a basic function.
Would love to be able to sort gifts in Grid View batches. Functional column headers for sorting would be ideal, but I'd also be happy with a sort function similar to what is in DBV batch. Sorting by constituent name, amount, appeal, Comment/Reference, and certain custom fields.
[Please disregard my 2023 comment below; I previously misread the idea as sorting the list of batches instead of the gifts within a batch]
It appears that some sorting capability has been implemented, but when I try to sort by Batch number it does not sort correctly. I'm not sure if it is sorting by date or by the original batch number generated on batch creation. I have a mixture of batches where the batch number was customized immediately on creation and others that were renumbered after creation.
In the attached example, whether I sort the batch number column in ascending or descending order, it only resorts by ascending or descending date and the batch numbers are out of sequence.