Allow the option to create a batch based off information in a CSV file
When working in a batch, users have the option to Export the batch information into Excel. However, there is no option to import this information back in, or even the option to copy and paste multiple rows.
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Guest
- Jul 26 2012
Related ideas
This would be so helpful and save so much time.
You can import to batch only using Import-O-Matic.
I think that something you may be getting at is copying and pasting into a batch whether it be from a CSV/Excel file or another batch. I can see the use for both.
We export the batch for review. We use PaperSave and there is a pop-up that makes it annoying to click around in a batch. We also use the comments in Excel. When everything is reviewed, changes are manually made in the batch. Copy/Paste (import) could make this much faster.
MANY MANY MANY times, I have a row in one batch that I would like to move to another batch. We also use BBNC which adds a lot of long coding in columns in batch. Instead of moving these gifts manually, I would love to cut them from one batch and paste them to another.
This would be a very helpful solution based on the way we currently process gifts.