We need a default template for online gift batches in NXT

Now that we can apply a template to gift batch in NXT, can the columns in the template be fixed? and can we make one template the default- especially for online batch review?

  • Cathi Christopher
  • Apr 9 2026
  • Reviewed: Voting Open
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  • Cathi Christopher commented
    24 Sep 15:12

    We really need the ability for the online batch template to already be established so that we don't have to apply a template every time we go into an online batch. We have several batches daily that need posted & it's very cumbersome to have to pick a template each time & also to have to move the columns around for each batch.

  • HEATHER HILF commented
    08 Jun 18:25

    When creating a batch template, please keep the order of the fields sticky. I've organized the fields in the template in a way that makes sense for our organization. I moved some fields to the top, some to the middle, etc. But when applying this saved template to a new gift batch, the fields are in a different order. Rearranging columns each time you create a new batch is time consuming and frustrating.