load benefit and receipt amount into batch from default benefit

Users can set a default benefit on an appeal record so that when the appeal is selected for a gift, it loads the default benefits. However, this does not translate to batch. I would like for the default benefit to automatically load as well as the receipt amount when selecting the appeal in a batch if the default benefit is set on the appeal record.

  • Guest
  • Sep 19 2013
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  • Guest commented
    March 18, 2016 00:18

    I would also like this to apply to the Packages set up in certain Appeals

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  • Guest commented
    March 18, 2016 00:18

    Great idea! Could RE take it one step further and allow a single batch to have multiple benefits? Some organizations like mine send out a CD for small donations, and a book for larger donations; we also honor all requests for former benefits.

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