Apply Template to Auto-Generated BBMS Batches

Hello! We have many auto-generated gift batches come into Raiser's Edge after donors fill out our forms and make a payment via Blackbaud Merchant Services. It would be extremely helpful and time-saving if we could choose a template in the new grid view such that several key default values were automatically applied to these gifts, especially recurring gifts. Thank you!

  • Guest
  • Mar 6 2026
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