Copy Gift records, notes, and actions | Ideas for Raiser's Edge

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

Comments (1)
Votes (4)

Attach files

Enter a subject

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!

Attachments Open full size