Copy Gift records, notes, and actions

When you are creating a identical or very similar gift, action, or note this feature would be extremely helpful.

  • Guest
  • Dec 5 2013
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  • Guest commented
    March 18, 2016 00:37

    You might be able to set up Default Sets for some of this. They work quite nicely for Actions and Notes, but I don't know about Gifts since I've always been in shops that use batch for gift entry. But definitely investigate default sets - they are a hidden gem!