Any way to modify the Online Express Event Registration batch template?

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Marcia Nguyen
Marcia Nguyen ✭
Ancient Membership Facilitator 1 Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
When we download the registration transactions in to the batch, it autofills and names the batch. We'd like to be able to set different default data or have more of a say in the 'Gift Aid qualification method' before it creates the batch. Event registrations should default to 'Set as Not Qualified'





 
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  • Sharon Udolf
    Sharon Udolf ✭
    Ninth Anniversary First Reply
    Hi Marcia,



    I agree the online batches created by RE are not ideal so I create my batch first, naming it whatever I want.  By creating it first I get to use the template we created when we manually process a credit card.  After creating the batch add the onine donations to that batch.  To do this you go to the Tools tab in the online gift and type the name of the batch you created in the box provided.  The online gifts will then be added to that batch.  I don't know any other way to work around this.  Hope it helps!



    Sharon

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