Batch Grid defaults

Please allow batch grid fields to support default values so information can automatically populate during entry. Also, when an appeal is defaulted to a fund, that appeal information does not pull into the batch grid. This requires additional time to search for and manually enter the correct details, reducing efficiency and impacting overall productivity. Enabling defaulted information to auto-populate would streamline processing, minimize manual effort, and improve accuracy.

  • Dianna Rhoads
  • Mar 4 2026
Batch Entry
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  • Michele Mandala commented
    23 Mar 17:29

    Definitely need a default row in grid batch, particularly since there is no "auto-populate" functionality. Asking us enter the first gift, then "copy" the info to the next gift is ridiculous.

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  • Katie Rolph commented
    17 Mar 16:36

    Not having the ability to create defaults for fields in grid batch slows down our data entry process. I am still entering batches in database view due to this missing functionality in NXT.

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  • Jessica Kraybill commented
    16 Mar 19:43

    We would also like the ability to hide defaulted fields to speed up data entry. So if we are using a template where every gift is going to have the same fund and appeal, we'd like to hide those as we can in dbv to make the entry go quicker.

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