Need to be able to edit a constituent's address etc while in batch entry (webview)
While I'm entering a batch of checks, I often come across a change of address or name change. It would be nice to be able to go ahead and update the constituent's record then and there instead of remembering to go back and do it after I've closed the batch.
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Guest
- Sep 22 2025
- Shipped
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- +10
Related ideas
Still a bit clumsy, in my opinion. In DB view you can see the constituent grid while entering gifts in your batch. This is helpful to verify that the address, phone numbers, email, acknowledgement type, constituent code, etc. are on the record, or need to be updated. Using the fly out - you have to click the button each time. But in DB view - it is there and ready.
This can be done using the constituent fly out in the new grid view batch. Use the person icon next to the selected constituent name to see the full record details while remaining in the batch experience.
Love it!
Agreed. This is easily done in DB view in OLX as you go. I quite often have multiple NXT tabs open so I don't have to go back and forth, given that NXT takes soooooooooooo long to load anything