Gift Batch Templates in Web View

As in database view, we would like the ability to set batch templates with defaults for the gifts or custom fields we use for every gift.

  • Gina Stewart
  • Apr 4 2023
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    • Tom Sibal commented
      27 Feb 16:45

      I would like to see this as well. We use gift codes to track what during which program a member made a gift during our pledge drives, we're an NPR station. This is easily done in database view but there is no ability to do this in webview batches.

    • Guest commented
      September 06, 2024 15:10

      Even just something as simple as creating an option to copy unapproved batches in webview. If we can create templates in webview, leave them unapproved, and then make a copy to edit and approve, that would easily work. But as is, we have to edit and add in every single campaign, fund, appeal, etc. for every single new batch.

    • Guest commented
      August 16, 2024 22:00

      Commenting to support suggestion - Blackbaud please do this.