Grid View Batch is rolling out in waves, and we know you’re eager to dive in. Here’s what’s in it for you: a faster, more efficient way to handle large-scale gift entry. This enhanced interface is designed to save you time and improve accuracy with features like streamlined keyboard navigation, reusable templates, pre-filled default fields, and simplified tools for reviewing and managing individual gifts.
This initial release matches the functionality of current web view capabilities. We’re already working on additional updates to support the complete range of gift-processing workflows.
Key features include:
- Single Grid Display: View and review all gifts in a batch within one streamlined grid layout.
- Faster Entry: Leverage intuitive keyboard navigation for quicker, uninterrupted data entry.
- Customizable Columns: Add, remove, rearrange, and hide columns to configure the grid to match your workflow.
- Locked Status Column: A dedicated status column highlights validation errors in real time, helping you quickly identify and resolve issues.
- Advanced Constituent Search: Search and select constituents using advanced lookup. You can also open and edit constituent records directly from the grid.
- Reusable Templates: Based on your feedback, web view now includes fully managed batch templates. Templates can be created, managed, customized, and reused outside of a batch. Configure default values and column layouts once, then apply them when creating new batches.
Getting Started with Grid View Batch
From the Gift Management Overview page, select Add and choose New Grid Batch. You’ll see the familiar batch creation experience, now enhanced with a template selector.
Enter batch details like a description, the anticipated number of gifts, and the expected total. If templates are available, choose one to streamline your setup with preconfigured columns and defaults. (We’ll explore templates in more depth below). Once created, you’ll jump straight into the grid view experience.
By default, only required fields are visible, helping you stay focused and work faster. You can easily add or remove fields with Configure Columns and rearrange them using simple drag-and-drop functionality.
Streamlined Batch Workflows
Each row is one gift, with built-in validation in the locked status column to guide accuracy. Some important features:
- Tabbing through fields keeps data entry quick and seamless. When you tab past the last column, a new row appears, enabling uninterrupted, efficient entry.
- As you enter a constituent, relevant details appear inline to help you quickly and confidently select the correct record.
- Click the person icon next to the constituent field to open a fly-out. Here, you can easily access the record and make necessary updates.
Additional capabilities include:
- Splitting gifts across fund, appeal, campaign, and package
- Populating fundraiser credits automatically (editable as needed)
- Applying gifts to outstanding pledges (automatically updating gift type)
- Deleting gift rows (when no transactions are associated)
- Using a dynamic scheduler for recurring gifts, the system automatically recognizes the selected gift type and guides you to the appropriate scheduling option.
Grid view batches can also be accessed from the batch list or batch details page by selecting Edit in Grid View.
Templates and Defaults
Batch Templates are designed to simplify your workflow and save time, shaped directly by your feedback. From the Gift Management Overview page, you can easily create, edit, or delete templates by selecting Batch Templates. The setup experience is intuitive and closely mirrors the column configuration process in Grid View Batch.
When creating a new grid batch, applying a template instantly streamlines both structure and default values. Templates affect only newly added rows, ensuring existing gifts remain unchanged.
You can also refine a template, directly within a batch and save it for future use, by choosing Save as Template.
What’s Next for Grid View Batch?
- Additional Fields: Greater flexibility with new fields, like gift code.
- Advanced Workflows: Connect gifts to benefits, opportunities, tributes, matching gifts, events, memberships, and even gift aid—all within a single batch.
- Direct Gift Import into Batch: Centralized staging area that simplifies mass gift entry and enables global field updates for consistency and efficiency.
Ongoing Support and Resources:
We know Grid View Batch has been highly anticipated, so we’ve created a variety of resources to help you build knowledge and get started quickly.
Note: All Grid View Batch town halls will be the same. We are offering three sessions for flexibility.
This is just the beginning
This release represents the first phase of Grid View Batch in web view. As workflows transition into the unified view, we’ll continue enhancing your experience. While we have a clear roadmap for this development, you may influence it by sharing your ideas through the Idea Bank.
As we continue building complete workflows in web view, all functionality in database view will remain available. As shared during the November Product Update Briefings, database view will stay active until it is fully retired. This means you can confidently learn Grid View Batch in web view while continuing to rely on database view whenever needed.
