Allow transaction options to be saved in OLX transaction manager

I always choose the option "Create a new batch and use existing batch below for default fields and values" but I have to make sure to go in and select this every time I process gifts or otherwise it defaults to the top option and doesn't use the batch fields I've set up. I'd like it to just stay on this selection until I manually go in a select a different option. Same thing with the option to overwrite the data to what the donor has entered. If I forget to check the option NOT to overwrite what I've manually changed, it undoes all the corrections I've put in (proper capitalizations, putting spouse name in the correct place, etc.). In this case the default is definitely not what I want. I wish my preferred settings could be saved.

  • Guest
  • Mar 28 2017
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  • Teddi Taylor commented
    20 Aug, 2019 04:36pm

    100 percent agreed! Why are all the defaults sticky and designed to mess up my database? This is so frustrating that we can't have our options selected, or at least better ones as the default! Raise your hand if you want your constituents doing your data entry for you without any standards or guidance. *crickets* that's right. We're in there anyway; please help us keep our data clean.

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