Repeating Batch Entry

Rachelle Badem

October 2022 in Blackbaud CRM™ General Discussions

I have a large batch where the starting fields all have the same information and on an excel sheet I would use a Fill down to fill them all in. Does BB CRM have any option like that?

0

Comments

• 

  Allen Roth

  

  October 2022

  @Rachelle Badem
  It does not have a fill down, However, you can create a new batch template or modify a template to default the value of those fields. You can also create the batch in Excel and import it into batch.

  1
• 

  Rachelle Badem

  

  October 2022

  @Allen Roth
  thanks. Neither of those options will help in my case but thanks for suggesting.

  0