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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.
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Ability to customize Online Express batch template in Raiser's Edge
Every time I enter new transactions through Online Express, it sends me the same batch template, with the same fields and defaults. Every time I create a new batch, I have to manually re-set the fields and defaults to include those that I need that are not included (such as Letter Code, Reference field), hide those I do not need, and customize for my organization's needs. It would be a lot more efficient of a process if I could save my own customized batch template for this so I don't have to re invent the wheel every time I create a new batch.
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Guest
- Oct 11 2019
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Did this ever become a reality?
It would be more efficiently. starjack io