Creating a constituent batch - no longer an option?

In the past when we had various new-to-our-database constituents, not donors, that we needed to add for the purpose of invites/communications, we could do so through batch. I'm not seeing that now, only gift batch option - does that mean webview no longer has the ability?

Answers

  • Carlene Johnson
    Carlene Johnson Community All-Star
    Tenth Anniversary Kudos 5 Raiser's Edge NXT Fall 2025 Product Update Briefing Badge First Reply

    In batch, you should see the following:

    image.png

    If you only see the option for Gift Batch and not Constituent Batch, I would take a look at security settings. Can you share a screenshot of what you see?

  • Carlene Johnson
    Carlene Johnson Community All-Star
    Tenth Anniversary Kudos 5 Raiser's Edge NXT Fall 2025 Product Update Briefing Badge First Reply
    edited August 29

    As a follow up, these are the security settings to look at:

    image.png
  • Karen Diener
    Karen Diener Community All-Star
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    Webview never had the ability. I'm honestly not sure if that is something that will move to webview, but I do hope so!

    I'll start rallying the support behind the idea in the Idea Bank.

    Please note that the idea bank looks exactly like you're in the community until you want to vote or comment on something. It requires an entirely different username and password, which can be clunky.

  • Aldera Chisholm
    Aldera Chisholm Community All-Star
    Sixth Anniversary Kudos 5 Raiser's Edge NXT Fall 2025 Product Update Briefing Badge First Reply

    This may be one of those functions that the to-be-released Import functionality may replace, but that's hard to know until we see it!