Gift Note requires loading Default Set twice?

Jen Claudy · December 2015

I'm using a Default Set to enter some gifts, and it includes a Gift Note. However, when I load the Default Set, I have to click [New Notepad] and then Shift+F2 to load the Default Set again for the Note. Has anyone ever noticed this before? Any way to get it to add the Note when I load the Default Set on the Gift Record itself? Not a huge deal, but a bit of a pain in the neck.

Rachel Rosen · December 2015

Hi Jennifer! The issue may stem from the original default set. When you go into the Tools menu and Organize/Create Defaults, have you ensured that there is some data in the Notes section? That might solve the problem. Also, there's a knowledgebase article (69311) that talks about loading the set twice. This may stem from the fact that a Note is kind of like a "subrecord" of sorts, beneath the gift record if you will. Clicking Shift+ F2 a second time as you have been doing is an easy workaround to ensure the information gets entered.

Jen Claudy · December 2015

Thanks, Rachel. There is data in the Notes section, because it puts it in there once I create a Note and reload the Default Set. And the KB Solution talks about the check box for [Load Default Values Now], which has to be checked for any Gift Default Set to work. I just wondered, because on a Constituent Record, I have a Default Set that loads the Constituent Note along with the other data in the Set. Thought maybe I was missing something since the two operate differently, while doing essentially the same thing.

Catherine Burns · December 2015

Hi Jennifer. I have the same issue and agree that this is inconsistent with the behaviour of default sets for new constituents. Thankfully I do not use gift notes often.

Gift Note requires loading Default Set twice?

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