Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit RENXT-I-7069 NXT Batch Template for Database View.

Gift Batch Templates in Web View Merged

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
  • Planned
  • Guest commented
    16 May 12:58

    unable to create a batch template and use in RE NXT webview like was done in database view kindly impement and send us the documentation to guide in the process. Becomes very cumbersome to get the data into RE NXT webview especially as we have a lot of diffrent gifts with diffrent criteria set.

  • Tom McTamney commented
    09 May 15:40

    This is why people who are used to database view don't want to start using web view. There are WAY too many things, like gift batch templates and defaults that make database view gift entry much more accurate and much quicker than what you have to do in web view. Please get this fixed before you ever attempt to close down database view. I mean really! You can't even create a Campaign yet in web view. How hard could that be????

  • Renee Dooley commented
    08 May 17:56

    This is a no brainer for people who use batch every day. Many of us use gift attributes (custom fields) when doing batches. I have batch templates for wires, credit card gifts, cash gifts, etc... None of these use the same fields that are in the default batch that automatically loads. Having to recreate the fields you want to include each time you create a batch is ridiculous and time consuming.

  • 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.

  • +54