In a Gift Batch, allow an easy way to identify non HOH constituents

When importing gifts in a large batch, it's possible that the gift may be imported with a non-HOH constituent.

Right now, we have to keep the Constituent open on a batch and include the "Sp. is HOH" field and then tab through the batch line by line to see if that box is checked.

Ideas
---- ability to query on a non-committed batch to see if any non HOH constituents are included.
----Business Rules?
-----Legend colors so that a non-HOH constituent could be easily identified. (this one is my #1 choice).

  • Guest
  • Jan 23 2015
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  • Guest commented
    March 18, 2016 01:48

    In the mean time - why not sort your batch by the "Sp. is HOH" field so they are all at the top of your batch? Just a thought...

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  • Guest commented
    March 18, 2016 01:48

    We use a business rule to identify non-HOH when batching gifts.

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