Gift Batches

Rose Christine Demarco CFRE MSM
Rose Christine Demarco CFRE MSM
Sixth Anniversary Participant Facilitator 1
in Raiser's Edge NXT Discussions
If you have a bunch of gifts that use the same Campaign, Fund, Appeals, and Date, is there any way to freeze these fields so you don't have to enter them each time? 


Chrissy
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Comments

  • John Heizer
    John Heizer
    Tenth Anniversary Kudos 2 Participant Facilitator 1
    The Defaults tab when you create the Batch or top row of the Batch window is where you set defaults.  Tools -> User Options -> Batch -> Default batch information is where you set how those defaults behave.
  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 July 2026 Monthly Challenge bbcon Sessions March 2026 Challenge: Answered Questions
    To add to John's reply, if you will have a continuing 'bunch' of gifts for the same things, I've even created a batch template to use repeatedly with all those desired defaults. Defaults are great - a batch template saved even more time as I didn't have to enter the defaults repeatedly.


    (So excited to be back using RE after a year out.  So much more to learn about modules I have no experience with.  Questions will be coming soon I'm sure.)

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