Add gifts to NXT Batch line by line as we do in Database view
I am very concerned about the way gifts need to be entered into a batch in NXT. We can't default columns, so things like appeals and/or Funds show automatically. It would be must easier if we could add gifts to a batch line by line as we do in database view. It seems like a much slower process in NXT and some days we have hundreds of gifts to enter. Please allow us to enter gifts into a batch like we do in database view.
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Em Siemonek
- Oct 9 2024
Related ideas
AGREED! The Batch feature in DB view is formatted to help SPEED up & SIMPLIFY multiple gift entry. Gift Data Entry as batch is currently available in NXT is equivalent to entering gifts on individual records & then showing them in a list off to the side.
The DB options allow for
creating templates
selecting relevant columns
hiding columns to speed up data entry
adding presets to speed up data entry
the ability to select constituent fields [according to your org policies & procedures] for adding New Constituent entry along the way [as required]
PLEASE make ensure NXT is equal to DB in Batch before we lose the DB view option altogether.
I am VERY concerned about this as well. My organization has multiple gift batch entry templates in database view with the needed columns for each type. It is IMPORTANT database gift entry continues to be accessible until the same functionality is in web base. Like Em said, this is really vital when there are a large number of gifts to be entered.