Show recent appeals in Batch Grid View
Now we have batch grid view we have lost the best thing about the old batch form view - being able to see the last three appeals a donor has received and being able to click on one to quickly code a gift.
Please add this ability back to grid view - perhaps as a column drop down with pick list of recent appeals from the appeals tab
Having to code every gift in a large web batch by laboriously typing the campaign, fund, appeal and package is painful and made harder by the fact that the constituent appeals tile only shows the long descriptions.
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Catherine Burns
- Feb 12 2026
Related ideas
PLEASE! While the grid view has some benefits, the ability to look at single gifts in the old batch form view allowed for better data input and cross departmental collaborations. This grid view has caused some major confusion, making it much more prone to errors on both sides with forgotten necessary inputs for daily workflows.
Please bring this back!
This was the main attraction of the batch form especially as we don't know if every person has received an appeal and still can't click straight into the supporter record from the batch and have to go back a step. At busy times this will double the time it takes to batch gifts.