Grid view batch from Omatic not pulling in Fundraiser

Gabe Shalley

I am using Omatic cloud to pull in gift and constituent data to grid view batch in NXT and applying a template, at least until Omatic creates that functionality. I noticed when i do this the Fundraiser column does not auto-populate as it does with a gift from an NXT form.

Is there a planned solution for this? I would think it lies on the RE side and not Omatic, since in DB with Importomatic, the Fundraiser was not part of the import, but in DB batch the field would populate.

This is creating a time suck to use NXT gift entry vs DB, please help, thanks!

Carlene Johnson

@Anthony Gallo, is this part of a larger piece about which fields auto-populate in general?

I'm confirming that when I manually add a gift to a batch in WV, if there is a solicitor on the record it automatically populates onto the gift but this does not happen for imported gifts.

Related to auto-population of fields in WV batch I wanted to share the following:

Expected behavior (from DBV) that we want to see in WV is that on both recurring gift pays and pledge pays the following fields should copy over and populate from the Recurring Gift or Pledge record:
*Campaign
*Fund
*Appeal
*Subtype
*GL Post Status
*Gift Code
*Acknowledge (Ack'd, Not Ack'd, Do Not Ack)
*Letter Code
*Receipt? (Rec'd, Not Rec'd, Do Not Receipt)
*Pay Method
*Solicitor/Fundraiser

I might be missing a few, but that is most of them.