Gift barcoding should be available in Gift Management to auto-match to the correct constituent, appeal, and fund records.

Currently, entering batched gifts through Web View's Gift Management is very labor intensive. My team processes hundreds of checks in a given day by entering the gifts in Database View, but that's only possible because we enabled gift barcoding in all our batches. The barcodes are printed the on the direct mail pieces that we scan and then enter the remaining gift information. Until barcoding is available in Web View, my team cannot use Gift Management to enter batched gifts.

  • Amy Mitchell
  • Nov 16 2023
  • Reviewed: Voting Open
Gifts
  • Attach files
  • Lynn Kenyon commented
    20 Apr 02:52

    We spent a lot of time and energy getting barcodes set up for our DM's and it works very well in DBView, saves time and mistakes. This feature is a must for the processing team, please add to webview grid batch

    Attachments Open full size
  • Michelle Tribe commented
    17 Apr 18:20

    We also use barcodes on all donation coupons.

    Attachments Open full size
  • Nicole Cotton commented
    17 Feb 21:37

    We use barcodes on all our donation coupons. This is critical for us to use Gift management to enter batched gifts.

    Attachments Open full size
  • Catherine Burns commented
    12 Feb 02:07

    Now Grid View has been rolled out we would like to use webview for gift entry but lack of barcode scanning is a major barrier. Please add barcodes to web veiw batches.

    Attachments Open full size

Related ideas