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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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Fix lookup feature in 'contact roles' field of batch entry.

Currently, there are issues with looking up some Org Donor Proxy records when soft crediting within a gift batch. Some show up in the search, others do not.

  • Guest
  • May 4 2017
  • Reviewed: Need Further Info
Area of the Product Donations
  • Attach files
  • Admin
    Corey Eck commented
    14 Mar, 2018 06:04pm

    Hi zrooney@foodallergy.org, I am reviewing your request as we're making some improvements to Batch. Have you opened a Support ticket for this item yet? If so, can you provide the case number? If not, can you go ahead and open one? This will allow our support team to look into the issue, gather reproduction steps, and either help resolve it or pass it over to the product team.


  • Guest commented
    4 May, 2017 04:39pm

    I know this is an LCRM request but I do not see a category available for that product here... Being able to find and soft credit, in batch, would significantly reduce entry time. Please fix this feature soon!

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