Edit Gifts in a Batch

  1. From Gifts, Overview, under Unapproved batches, select a batch number in the list.

  2. Select Edit, Edit batch gifts.

    • To find a gift from a specific constituent, enter their name in the search field.

    • To edit a gift, select it in the list, make changes as needed, and select Save.

    • To add a new gift to the batch, select Save and add new gift.

    • To delete a gift from the batch, select its Delete in the saved list, and select Delete gift.

    • To copy the details about a gift into a new gift, select its Copy in the saved list.

  3. For more information on managing gifts in a batch, see Manage Gift Batches.

Tip: To add gifts in grid view batch, see Add Gifts in Grid Batch