allow users the ability to add | Ideas for Blackbaud CRM and BBIS

allow users the ability to add defaults for the form view of membership batches

Currently you can add defaults to a membership batch but when you switch to the form view the defaults do not persist. There isn't a way to add defaults to the form view. This would speed with data entry and also reduce mistakes when entering membership transactions.

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Jun 29 2015
Reviewed: Voting Open

Blackbaud CRM / Memberships

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Votes (33)

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Rick Root commented

July 16, 2020 15:19

Very important for those of us with multiple sites doing membership programs.

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Rick Root commented

September 14, 2017 18:55

C'mon Blackbaud, let's get this done! 32 votes. This is necessary functionality! If you're going to build a form interface for a batch, it should pay attention to the batch defaults.

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allow users the ability to add defaults for the form view of membership batches

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