Batch Happens: High-Speed Gift Entry in Blackbaud Raiser’s Edge NXT®

You will just need to create or edit a batch in web view. The new grid has replaced the previous UI.

Yes, templates include batch defaults for newly entered gifts.

You should be able to do everything you used to do in the new batch. You may need to add the Payment details column to the grid to finish that part of the process but all the same functionality is there.

When will we be able to convert an excel file into into a Web View batch via an upload process?

I had to use the new Grid Batch today as some online gifts came in via NXT forms. I created a template and manually moved each gift one by one that came in online over to the template. Half of the columns are grayed out and I can't type anything in them (Receipt date, package, etc). Is this because that is not a possibility yet? I also don't have any drop downs in Campaign, Appeal, Fund. Are we planning to add this? I don't know a way around all the missing pieces other than to go into database view after I commit and fix everything.

Thank you so much Michelle!

We should be able to toggle between the online form view and the new grid batch view.
I do not find grid batch to be intuitive or faster (you can't even copy and paste gifts), and I know the code for the older form must still exist. We should be able to choose between grid batch or the NXT form view.

Yes, this is very important for daily tasks!

It seems to me that updating features in piecemeal fashion is causing a lot of problems. With some features not available yet, clients have to jump back and forth from NXT to RE7. Not good practice since this causes users to constantly adjust their mindset. This does not streamline the work nor save time. I often wonder with all the updates if there is someone in company that tests the features to make sure all works as it should. This happens when companies want get the updates out as fast as possible without testing the newest version to make sure that the kinks have been worked through and there is a smooth transition. The transition from RE7 and RE NXT has been very smooth at all.

I was working in a batch and navigating through the columns - I accidentally hit the tab button at the end of the row and obviously a new row was created . The system thought that I was adding a gift. Is there a way to delete that row? I was unable to do so and had to back my way out and start over. I could not even save it because it indicated that there was an error.

So if this does not appear, does that mean have yet to receive the update?

I love the new grid view! We had this quick entry ability in Abila and it is SO much faster. Question though: Is there a way to copy the line above it, rather than re-entering the details or date? I know when I configure my column settings, I can set the entire batch to be a certain date, appeal, comment, etc. But what if a handful of checks are different and I just want to copy the line above it? Thanks!

Releasing the grid view in waves is really causing unnecessary problems that should not occur. Instead of being in a hurry to release the new features in waves, all features should be tested to make sure everything is running as it should. Based upon the problems that seem to be popping up, I wonder if anyone is testing the new features so that the transition from RE 7 to RE NXT Batch Grid View is smooth and seamless. I have NOT found that to be the case. Test everything first and then release everything at once but make sure the way it works is similar to RE 7.

Observation - we (here in my company) don't need to see the post date column when working with the batch grid view yet there is no way to hide it in the batch. We do not use the "post to general ledger" feature. It might have been a good idea to find out what features your various clients need and make the necessary adjustments. Blackbaud seems to be making sweeping generalizations regarding what the features are and whether clients use them or not they seem to be stuck with them. Rather amateurish.

Hi Erica,

You did hit on a bug we are looking at. Since we ship the entire batch to our service when we save, that service sends them back as they are successful and then they come back in a different order. For instance gifts with more links or schedules take longer.

For this we are going to introduce and auto save (TBD on timing) that will save the gifts after you exit each row so that it doesnt have to save in bulk and ship that much data around at once.

It would eliminate the reordering you are seeing. We are also going to put an actual Sort operation in there along with this work.

This is hopefully something we will fit into our Q2 plans. I will know for sure in the next few weeks what Q2 looks like.

Anthony