Functionality to create Constituent Batches in NXT
Currently batches for gifts can be created in NXT but not batches for adding new constituents, unless you take the time to switch into Database view. If you want to add a new constituent in NXT it must be done manually and one by one through a pop up window, which leaves no options for an NXT user who needs to create several new constituents at once.
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Guest
- May 27 2022
- Reviewed: Voting Open
Related ideas
This is an essential tool that needs to be available in webview.
This is absolutely essential!
This is something we use regularly when adding multiple new constituents after events! It never crossed my mind that it wouldn't be included in webview.
This is such a handy feature!
This is something we use on a monthly basis- we have the same group of donors who give, but in differing amounts. While an import could be used, this tool means an import doesn't have be be used for scenarios like this, and users who aren't familiar or comfortable with imports can still efficiently get batches done. Echoing previous comments, this seems to be overlooked, but it's actually quite important!
Please remember that you serve a lot of customers with a wide variety of skills and resources.
The concept of importing is incredibly overwhelming to some of them. Along with that, budgets are incredibly tight. Sometimes, constituent batch is the only tool they have that can help them be slightly more efficient than manually entering constituent records.
Constituent batches can help them leverage volunteer help as well, which many of these organizations rely on quite heavily.
Constituent batch is a often overlooked incredibly helpful tool. Please provide this option in webview.