Welcome to Online Express Ideas!
Please submit all product enhancement ideas below. We welcome your feedback; your ideas will be reviewed by the Product Manager that oversees the development of that part of the product on an ongoing basis and updated with its current status monthly based on our product planning process. Ideas you submit could help us shape features currently in development or grow our repository of requirements for our next big enhancement. Thank you for taking the time to share your thoughts and expertise with us.
If you believe you are experiencing a defect or have general information that you wish to publish, please submit those within the Online Express Community or contact Support.
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
Related ideas
Privacy Policy | Safe Harbor Notice | Terms of Use | Acceptable Use Policy | © 2016 Blackbaud, Inc. All Rights Reserved
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.