This is an important tool that we have in the database view and should definitely be in the web view as well. It saves time and reduces data processing errors. Hopefully it can be implemented soon!

Fantastic! Looking forward to it ?

Yes! Not having this makes processing pledge payments much more time consuming in web view grid batch.

Yes please!

I was about to create a new idea until I found this one, and thought this was the same. Applying a gift to an existing pledge in Web View Batch should automatically input Fund, Campaign, Appeal, and other data fields from that pledge. It's as simple as saving time, keeping data streamlined and accurate, and being able to achieve the same goal in less clicks. I feel that would be one of many critical purposes for being able to apply a gift to a pledge; is to have all the existing info automatically drop in my batch once it's linked.

This is very critical to our operations. I hope this is implemented in WebView similar to Database view.

With the current limitation for pledges, it is easier to continue doing batch in database view until the campaign, fund, appeal, and package auto populate.

Issue:
In WebView batch entry, when entering a pledge paiement linked to an existing pledge, the Campaign, Fund, Appeal, Package, and custom fields from the original pledge do not automatically populate. This creates inconsistency with Database View, where these fields are correctly carried over.

Impact:
With the new batch grid, this limitation is still present. Additionally, once a pledge is selected, there is no visibility into which Campaign, Fund, Appeal, or Package are associated with the original pledge. Users must leave the batch, navigate to the constituent record, and manually look up this information which is inefficient and increases the risk of data‑entry errors.

Requested improvement:
WebView Grid Batch should work like Database View and automatically populate all fields (Campaign, Fund, Appeal, Package, and custom fields) from the pledge when a payment is linked to it.
This would improve accuracy, reduce manual lookup, and streamline batch processing.

On DBV, I appreciate setting and forgetting the appeal, fund, campaign, gift split, and more on a pledge, knowing that as payments came in, they would auto-fill in my gift batch or in manual entry. On Web View, I've noticed that neither individual gifts nor gifts entered in grid view seem to pull that information. I would appreciate this feature. We have many donors who send monthly checks personally or through Donor Advised Funds, and it would be very beneficial to save time hunting down this information on each individual donors individual pledge.

This should be happening automatically. The fact that we have to vote on it instead of it already being there demonstrates a lack of understanding of the work gift processors do.