We need the ability to set default values for custom fields within batch templates. We rely on these fields to track critical information including campaigns, matching gift descriptions, and third-party gift indicators — without this functionality, our data entry process is unnecessarily manual and prone to error.

Gifts may have more than one custom field applied to it; we need to be able to add preselected custom fields, so their drop downs can be easier to enter. Custom fields were the answer to a lot off things in RE, and now it feels nearly expendable. We have at least 5 standard custom fields associated with remits that we track and report on, and our donors are accustomed to using, however the GBV now requires the data entry person to go through several steps: (DAF fund name, Prayer request, Special Purpose (cannot be used as packages), IRA institution, and I want to know more about planned giving."

Nice to have the option to favourite the regularly used ones too, to keep them at the top of the list you can use to config any template.

We have one or two fields we regularly use and others are special case-by-case bases, and so this would be really helpful to be able to add just the one or two we need regularly in the batch with less steps to add them. (We have one that is for our business office, often used to denote if something is an IRA QCD or if it's a planned gift. This is currently built into our batch template it's used regularly enough.

This is essential to our process