Creating a constituent batch - no longer an option?

Denise Miller · August 29

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?

Carlene Johnson · August 29

In batch, you should see the following:

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 · August 29

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

Karen Diener · September 2

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 · September 2

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!

Creating a constituent batch - no longer an option?

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