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. 

  • Guest
  • Oct 11 2019
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  • Guest commented
    27 Apr, 2021 05:32pm

    Did this ever become a reality?

  • Inky Goldman commented
    30 Oct, 2019 03:42am

    It would be more efficiently. starjack io

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