Do you often enter donations with the same details, like Date, Amount, Fund, Campaign, Appeal, or Method? With Rapid Gift Entry, you can set values entered on a donation as default values for other donations. Default values automatically populate when you enter a new donation.
Default values may be used on donations, and each person may set their own default values for Rapid Gift Entry.
Store Default Values
Default values may be assigned when adding or editing donations. To store default values for Rapid Gift Entry:
Add a new one-time donation or open an existing one-time donation.
Note: Default values may not be stored from split payments. Once you have default values stored, they may be used on split payments.
Fill in the values that you’d like to store as default. The following donation fields may be stored as defaults:
Date. If the date is left blank, it will default to the current date.
Amount
Non-Deductible
Fund
Campaign
Appeal
Method. Details on various payment methods (for example, Check Date) are not stored as defaults.
Note
Soft Credits
Tribute
Acknowledgements
Custom Fields
Click Actions, then Store as Default Values.
Note: The default values are saved even if you don’t save the donation.
To save the donation, click Save.
Using Rapid Gift Entry
If you have default values stored, they automatically populate when you enter a new donation. This also applies to donations on split payments.
Edit or enter additional information.
If the default values do not apply to a donation you’re entering and you’d like to remove all filled-in fields, click Clear form. This will clear out all fields, not only the default values.
To finish entering the donation, click Save.
If a default value is deactivated or deleted, it will not be added to new donations, and that field will be blank.
Note: If you set up automatic soft credits for donor-advised fund (DAF) donors, new donations you enter for the DAF constituent will not show default values.
Remove or Edit Default Values
Remove default values when they are no longer needed. To remove default values:
Go to a donation.
Click Actions, then Remove Default Values.
You can change the stored default values as often as needed. To edit the default values:
Remove the existing default values.
Enter the new information you’d like to store as the default values.
Click Actions, then Store as Default Values.