Batch should contain option to load defaults per gift

Batch Should contain options to Load Defaults per Gift.
You offer Load Defaults in Constituent Records and the Event Module. It may be helpful to have some default options set up that we can apply per gift record in batch.

(I am aware of the obtion in batch to set batch defaults for all future gifts - Top Row)

  • Guest
  • Sep 28 2013
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  • Guest commented
    March 18, 2016 01:29

    What functionality are you trying to get? You have defaults set for batch and you want a quick option to pick a second set of defaults for a specific gift?
    Sorry no votes, yet, I can see this leading to entering wrong data. Can't see defaulting solicitor, constituency code, gift code, etc. By properly ordering the fields in batch you can have some auto fill based on selection for first field.

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