Grid View Batch

Hi Kathy — I may be misunderstanding which part you’re running into, so I want to clarify both possibilities. Right now, even those of us who do have access to the new grid‑view batch see exactly what you’re seeing. The option shown in the video to use Add → New grid batch isn’t visible to anyone at the moment.

It’s very likely the video you watched was recorded during the EAP phase, when that language was present, but it didn’t make it into the current release.

If your frustration is more about not being able to apply a template to batches in web view (like NXT Web Forms, automated recurring gift batches, automated pledge payment batches, Omatic Cloud batches, etc.), then you’re absolutely not alone — that functionality isn’t available yet. Blackbaud has said it should be coming in early March, which will make this much smoother.

In the meantime, here’s a workaround I’ve tested with a few clients that may help:

• Set up your batch template with the fields you need.
• Manually create a new batch and select your template.
• Open the automatically created batch.
• Select all gifts in that batch.
• Use Move → To another batch and move them into the batch you created with your template applied.

Some folks have reported they can’t bulk‑move gifts and have to move them individually — if that happens, I recommend opening a Blackbaud support ticket so you’ll be notified once it’s fixed.

And just to add: this grid‑view work represents a big lift with a lot of moving parts. While there are always some rough edges during a rollout, the direction is strong and the BB team is iterating quickly. I’m optimistic the early‑March updates they’ve told us about will smooth out a lot of this. In the meantime, keep asking questions here!