Add option to defaults for batching in RE NXT

the option for assign default values in batching is very valuable in RE7. With the volume of donation processing, it is not feasible to switch to gift processing in NXT until there are defaults available

  • Guest
  • Mar 10 2023
  • Planned
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  • Guest commented
    17 Nov 15:16

    I agree - manually changing each and every gift's sub-type, acknowledgment status and attributes is so time consuming. Web View is supposed to be more effiencent!

    We simply do not have the time as a small charity to be entering gifts in such a time consuming manner.

  • Aaron Heflich Shapiro commented
    February 22, 2024 18:35

    I agree. We use many gift attributes which are a pain to enter individually for each gift in a Web View batch.

  • Mary Zieten commented
    December 14, 2023 14:19

    I was thinking about this this morning as I have a batch with a few checks that I'll be processing for today, and I opened up database view simply because I can do defaults. Even doing a super small batch like this, it's still my preference because of those default options. There is just so much we put on a gift record in batch that it cuts down time entering gifts quite a lot!