Quick Gift Entry uses pre-filled fields to speed up the process of recording a gift. Instead of entering each field manually, you can use a quick entry template to pre-populate certain fields and expedite gift entry.
This article details how to create and load a Quick Entry template.
Create a Quick Entry Template
First, use your preferred path to add a new gift. You may use the left navigation to head to Gifts > + Add a new gift
On the right-hand side you will see the Quick Entry tab and the Load a template drop down (Skip to "Load a Quick Entry Template" below if you'd like to load a template you've already created).
Select the Create/Edit Template tab where you'll be taken to Template Mode.
Template Mode allows you to select an existing template, or create a new one.
Leave "None" selected to create a new template by completing the gift fields below.
Complete any gift fields that you wish to pre-populate with a defined value. Leave any variable fields blank (e.g. Gift Date and Gift Amount).
Once finished, select Save Template at the bottom right.
Finally, give your template a name and hit Save.
A success message will appear in the upper right noting the template was created.
Select Exit Template Mode to navigate back to the Gift Entry screen.
You'll now be able to load your new template by selecting it from the Load a template drop down.
Load a Quick Entry Template
First, add or select an existing donor from the New Transaction screen.
Next, select the Load a template drop down and choose the template to load.
The pre-defined fields from the selected template should populate. Continue with your gift entry like normal.
Managing Quick Entry Templates
When in Template Mode, you can edit, delete, or copy any existing templates.
Edit Template
Simply select the template from the drop down and make any desired changes. Select the Save action at the bottom right to apply the changes. If no changes were made, the Save button will be greyed-out.
Delete Template
Select the red x to delete a template you no longer need.
Before the template is deleted, you'll be prompted to confirm first.
Copy Template
Select the Copy icon to copy a template.
Next, enter a Template Name > Save.
