Ability to add new appeals, packages, and funds in the web view gift batch, and the ability to navigate to and open either the appeal or fund record from the gift batch.
New appeals and new packages can be added directly when entering gifts in a gift batch in the database view, and you can also right-click to open and go to either the appeal or fund record. This is not an option in the web view gift batch, and it should be available.
-
Jenifer Harmen
- Apr 16 2026
- Reviewed: Voting Open
Related ideas
This functionality would spare us from having to leave the current gift line midway through in batch, exit the batch, enter the new package, and return to the batch!