Batch in NXT needs to be as robust as DB view!!!

The Batch feature in DB view is formatted to help SPEED up & SIMPLIFY multiple gift entry & for organizations with hundreds of gifts a month to enter, this is essential.

Gift Data Entry as is currently available in Batch for NXT is equivalent to entering gifts within individual records & then showing them in a list off to the side. This is not actually helpful & feels more like window-dressing. Anyone who has ever been tasked with a large amount of data entry for their organization [Gifts or Constituents] would agree.

The DB options allow for

  • creating Templates

    • Essential! Especially when you are asking someone to do data entry who is not fully trained in RE... which a lot of people who "help out" with big data entry tasks during peak points of the year are not.

  • Selecting relevant Columns

  • Hiding Columns to speed up data entry

  • adding Defaults to speed up data entry

  • the ability to select constituent fields [per org policies & procedures] for easily entering a New Constituent entry along the way - without opening the record itself.

  • the ability to create Constituent Batches! Hugely helpful for schools for example, who are tasked with adding newly enrolled students & their families each year.

    • if a school cannot afford the complete BB suite of software, this is a gaping hole in NXT's batch capabilities

PLEASE ensure NXT is equal to DB in Batch before we lose the DB view option altogether!

  • Tracy LeClair
  • Apr 9 2025
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