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*Introducing Batch Gift Entry - LIVE IN SANDBOXES TODAY and GA IN PRODUCTION ON JANUARY 16TH*

 

We're thrilled to share that Batch Gift Entry is now live in Sandboxes and will be GA in production orgs on January 16th. A big thank you to the 80+ customers and partners who participated in the pilot!

 

What is Batch Gift Entry (BGE)?

Batch Gift Entry is a data entry tool optimized for getting donation data into the Nonprofit Success Pack (NPSP). This new feature includes a new grid interface for high volume, mouse-free data entry, the ability to process large batch files on one page and use matching logic to prevent duplicate information and advanced donation matching and selection.

 

With Batch Gift Entry you can:

  • Enter donation data fast and mouse free
  • Use intelligence to prevent duplicate records
  • Harness advanced donation matching and selection
  • Increase staff efficiency
  • Optimize for clean and accurate data

 

See the post in the NPSP Release Announcements group: https://powerofus.force.com/_ui/core/chatter/groups/GroupProfilePage?g=0F980000000D9Qr&fId=0D51E00004gH0eU 

 

DOCUMENTATION:

Overview: https://powerofus.force.com/articles/Resource/NPSP-BGE-Overview

Setup: https://powerofus.force.com/articles/Resource/NPSP-BGE-Setup

 

@Nonprofit Success Pack

#Batch Gift Entry #Data Entry #Donations #NPSP 

@Andrea Schiller @Chloe Morel @Anne Young 

Batch Gift Entry Overview

20 comentários
  1. 10 de jan. de 2019, 23:01
    @Zach Harris no video yet (though I'm sure the amazing folks at @Commons Project: NP SF How-to Series

    will tackle it one day), but it's really easy to setup and use. If you have an existing Sandbox you should see version 3.146 has automatically been updated so you can play with it.

    Or, you can wait until next week when it will be updated in Production (but not automatically enabled).

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