Please allow to us to set up more default fields in Optimized Forms. We've been slowly changing some of our current Luminate Online giving forms to RENXT's Optimized Forms. Currently, Optimized Forms only allows us to create defaults for Campaign, Fund, and Appeal. However, Luminate allows the option to designate default fields for Campaign, Fund, Appeal, Packages, AND Gift Subtype, which we loved. Right now, I have to go to each transaction in my Web View batch, one by one, to select a gift subtype and a package. When there's a large batch, you can imagine how time-consuming this is - though I could do a global change to add a gift subtype, I would have to do an import to add an appeal package.
Yes! And I would add the ability to assign a letter type for each gift from a specific form. Right now they all come in as blank meaning you have to click into each donation. Most gifts from a specific form all get the same letter and then only a few would need manual updates if they are a one-off.
Agree 100%, without this it is a manual process to update each donation and it is cumbersome.