Faster RE batch data entry

Allow us to set Campaign ID to auto-populate in a batch based on the fund for a constituent.

For example, we might have 3 funds that are a part of the annual campaign and three different funds that are a part of the regional campaign. Insert the annual campaign whenever one of the first three funds is displayed and the regional campaign when the other three are utilized. This will save a lot of time in data entry by not having to lookup and enter the campaign ID. 

  • Guest
  • May 3 2017
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  • Guest commented
    May 03, 2017 20:09

    If fund field is before campaign field in your batch and the campaign is the default for the fund, when you enter the fund, the campaign should autofill.