Add all DB Batch Functionality to Web View ASAP

Would love all the functionalities of gift entry batch in DBV in WV - able to sort by the columns, globally change lettercodes, etc

  • Magi Higa
  • Apr 2 2026
  • Reviewed: Voting Open
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  • Gwen Capers-Singleton commented
    29 Jul 15:02

    Yes, agreed. Tools like the constituent window, ability to sort, export the batch template, group add constituents to a batch, make global changes to fields in batch, quickly set/change default sets, freeze/unfreeze are all extremely helpful tools in our quest for accuracy and efficiencies.

  • Catherine Hodges commented
    17 Apr 20:44

    Agreed; we need all current database view functionality for gift batches to be available in web view ASAP. Two things missing currently are the ability to assign a Gift ID in web view batch, and the ability to link a gift to an event participant record in web view batch. This is preventing us from porting over some of our ImportOmatic profiles from database view to Omatic Cloud for web view.

  • Barbara Lezon commented
    16 Apr 22:29

    Yes, all functionality including linking gifts to memberships, pledges, events, etc. Global change of column fields. Adding Custom fields as columns (Attributes in database view).

  • Guest commented
    16 Apr 21:52

    I coudn't agree more -- in fact I feel strongly that this is the bare minimum baseline for the NXT product, and must be met before we're forced to relinquish the database view