Improve package search in Batch Grid View so it is filtered by the selected appeal and offers a pick list
When typing a package name in batch grid view, even after the appeal has been entered packages from different appeals come up in the search, as we use the same package names for multiple appeals this means the user needs to guess and guessing wrong causes exceptions. (As a workaround if you click the split gift button and code from there the package list is filtered by appeal).
The package column needs to filter so when an appeal is selected only packages from that appeal come up. Having to search by name is frustrating because you need to remember the options for each active appeal. The option to view all packages is needed to avoid having to remember the options.
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Catherine Burns
- Feb 12 2026
Related ideas
I'm unable to move batch entry into web view until this is fixed.
Gift batch entry in web view is impossible if you don't fix this. I currently have to submit the batch without a package and then go back into each gift individually and add in the package. This is ridiculous. Why update the batch editing and submitting process if it was just going to make everything worse and 10x harder to use? Please fix this ASAP.
This is a major issue! We use the same 5 package codes for each of our monthly renewal appeals, so there are literally hundreds of VF, F, C, CE and P packages out in the RE universe. If this was supposed to mimic our database view grid entry, then please make it actually mimic it (all of it!).
This is a big oversight, and I can't believe it made it through testing with this flaw. This is why we cannot begin using functionality as soon as it rolls out. This is not making us sleep better or making work frictionless. The moment something like this is discovered, users need to go back to database view.
Please correct this ASAP. Forcing users into clicking the split gift button is NOT an acceptable solution. Using packages presents incredibly useful and easy to access insightful reporting metrics.
This is super necessary! Our database is 50 years old, there are sooo many similar inactive appeal codes and packages