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See donor record while adding gifts in a batch

Michelle Knizley

In Database View, when adding donations in a batch, the donor record appears to the far right. I know in WebView, you can click on the box next to the constituent number but I don't find this helpful. It slows down gift entry to open each record versus being able to see the donor record as a "snapshot" to ensure you have the correct donor and make any necessary corrections. Anyway I can get this view in WebView?

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JoAnn Strommen

This has been requested. There are a number of related ideas. This one is marked as voting open.

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Haven't figured out how to post idea link correctly. :)

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Need to see more constituent data when entering gifts

Carlene Johnson

https://community.blackbaud.com/discussion/comment/312510#Comment_312510

Hi JoAnn,

The best way to post an idea is to search for it (either with a keyword or the idea # itself), but don't open it, and right click on the idea to copy the hyperlink address:

Aldera Chisholm

Voted!

Bill Connors

Anthony, the Gifts/Batch BB product manager, said at the town hall on Wednesday that this is very much on his radar and he does plan to get to it. As I recall, he didn't have the solution or timing ready yet, but he knows this is a legitimate need and plans to address it at some point. Your votes and ideas will still help him but know that it's on the radar of the person it's most important to be on the radar of.

Elizabeth Johnson

Previously Voted! Here is the link: https://renxt.ideas.aha.io/ideas/RENXT-I-8417