Define Constituent Fields

Currently, in database view, when doing batch entry, I have customized constituent fields on the right side of my data entry screen displayed so I can view the donor name, address, phone, email and attribute codes I have for them. This is essential for data entry so I don't have to go into a donor's record each time I enter a gift to verify I have all their correct data. Please make sure this constituent field info is available in batch entry in webview! Currently, it seems I would have to click a button in every row of entry which would take so much time.

  • Guest
  • Mar 11 2026
  • Reviewed: Voting Open
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  • Hannah Ocana commented
    20 Mar 17:39

    I 100 % agree and not to just have it disappear one the person is clicked on, but stay open during the whole process of entering that gift. Could we also make it to were we have the option to have the Batch show more or less of the grid at a time?