NXT Batch Template for Database View

We use batch templates in RE Database View, however our Web View Batches download to a different layout. We would prefer these to download to match our templates. We should have a way to customize how they will appear in Database View once they are approved and committed.

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Aug 16 2024
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Cindy commented

26 Feb 00:34

I agree with Renee, the ability to save existing database gift entry temples would help with the transition to total web based.
Our organization had multiple gift entry templates in database view. The set-up and layout us very different and would take significant time to attempt to recreate. Hopefully all the fields that are currently used will be there too.

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Renee Dooley commented

May 08, 2025 17:55

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.

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