NXT Batches - Allow Save As and Delete for Templates

I wanted to make a small adjustment to a Template. I could not save the Template with the change.

The ability to "Save As" to the existing Template name would resolve that.

Currently only option was to create a brand new Template. I did that, and then found no way to Delete the old/original Template. So also adding an option to "Delete Template" would be useful, for this case and others.

(For Batch Entry and Batch Approvals)


  • Violet McCrady
  • Apr 8 2026
  • Reviewed: Voting Open
Batch Entry
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  • Haley Duff commented
    14 Oct 16:58

    Deleting templates would be so useful, or the ability to update and save as a new one. As we figure out most logical and efficient gift entry in WV we now have multiple versions of the same batch template with minor tweaks.

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  • Kate Mills commented
    09 Sep 13:24

    🙏 Deleting a template would be so useful!

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