Mark Kroes
    Executive Director

    Gift batch shortcut

    We have a number of donation transactions which take place each month at our bank.  These are pre-authorized payments established prior to our Salesforce instance and Causeview implementation, and the constituents are hesitant to change the way they donate (ie switching to ACH/PAD via iATS).  Is there a way to save gift batch items so that our data entry personnel do not need to enter the gift batch items individually each month? 

    5 years ago


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