Constituent Window needed in Webview Gift Batch Entry

In DatabaseView, I depend on the Constituent window in Batch to ensure I am putting gifts on the Head of Household for consistency and reporting purposes. This would be great to have in Webview.

  • Katherine Bachman
  • Jun 24 2025
  • Planned
  • Attach files
  • Karen Johnson commented
    September 16, 2025 18:09

    I believe this is the same issue . . . in database view, we're able to confirm that we're using the correct record - we have about 470 "First Christian Church" records with different cities . . . can the search feature be more robust so we can include the city/state? We are moving to NXT in the next couple of weeks and am hoping this will be addressed in future updates.

  • Gloria Robbins commented
    September 09, 2025 15:35

    YES, I need this...definitely! I always review constituent record-gift record when entering gifts in the database view and would be lost without it in NXT gift entry.

  • Chris DeFilipp commented
    July 18, 2025 18:39

    I use that preview window of constituent record information to the side all the time when doing webview gift batch entry to confirm addresses and other information while doing data input. I'm not part of the early access for webview batch so I don't know if it's in progress, but this would be really helpful to continue as an option in NXT batch entry.