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.
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Gina Stewart
- Apr 4 2023
Related ideas
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
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.
Commenting to support suggestion - Blackbaud please do this.