Add ability to update entire batch at once of automated recurring gifts before approving in NXT.
We need the ability to globally update items such as GL Post Date, Letter Code, Campaign, Appeal in an automated recurring gift batch without having to go into each gift separately to update these items.
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Guest
- Jun 1 2022
- Reviewed: Voting Open
Related ideas
Hopefully this is something Blackbaud will include in an update before the calendar year end. I'm sure others have experienced this as well, but I recently had to go through and manually update multiple fields for batches of 50-100+ gifts, which is not an efficient use of time.
Yes, we used to set the letter code for a batch of RG gifts when we automatically generated transactions in database view. Since automating our credit card gifts this is no longer an option so updates need to be done in database view after the batch is committed. Adding more steps to the process reduces efficiency.
We need batch global updates for all gift/batch types.
We really, really need this. This is keeping us from transitioning all our gift entry to web view.
Yes, especially at the beginning of the year when codes updated with new year.