The ability to assign default values to custom fields within batch templates is essential for effective tracking. This functionality would streamline the data entry process and improve overall efficiency.

We have several custom gift fields that must be added to each gift. Having the option to add as default in a template would be a game changer, until then we can not adopt use of NXT batch in a way that streamlines our gift processing. This is essential to our gift coding process.

We use gift custom fields to capture details that are specific to each gift. For example, when an incentive is tied to a gift, we record information such as the requested shirt size using a gift custom field.

During large appeals, when many gifts are received by mail and include incentive selections, being able to enter this information directly within the batch grid would significantly improve efficiency. This capability would streamline data entry and better support high-volume processing.

We have 1 custom field we add to EVERY gift as it is needed for our finance department. It is the deposit name the gift is tied to. It is very cumbersome to pick this field and enter the value on every row.

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