Create a Gift Batch Template

Batch templates let you define fields and their default values for gift batches. Select the fields you want to include, enter default values for those fields, and save the template. When you apply the template to a new gift batch, those fields and values load automatically, so you don’t need to reenter the same information each time. This helps maintain consistency and reduces data entry errors.

1. From Gifts, Overview, select Batch templates under Related Links.

2. Select New.

3. Enter a unique name for the batch template.

4. Select fields from the field list to add to the batch template so you don’t have to remember which fields to add when you work with new batches.

   Tip: To quickly find fields in the field list, you can search the list by name.

5. In the Default value column, enter the default values for the fields. Every time you add a new gift to the batch, the default value appears in the field. For example, if you add only cash gifts in a batch, you can enter the default for the Type field as “Cash”. If you do not want to specify a default value, you can leave the field blank.

6. To reorder the columns, select the handle next to a field name and drag it to a new position in the list. Alternatively select the Top button to move a field to the top, which will become the leftmost column on the grid after Status.

7. Select Save.