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.
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.
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).
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
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.
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.
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).
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