Incorrect predicted Fund order in Gift Batch when default Appeal specified

When choosing to use a default Appeal in a Gift Batch, the Funds associated with the Appeal and not coming out in the order they are listed in under the Appeal record.
We have evaluated this issue as a bug and we have determined it will not be addressed in the program in its current state.  In this case, we believe the risks and challenges outweigh the potential benefit of resolving this issue. We strive to select the most impactful changes and issues to address with each release to accelerate the rate at which we deliver new features while sustaining the highest level of quality for our customers. We would certainly recommend adding this program suggestion to our Ideas Community page.  Our developers check here first when building program enhancements to see what our users are most interested in seeing implemented.

Steps to Duplicate

  1. Confirm on the Funds tab of the Appeal record that the Funds are listed in the correct order and that the option to 'Limit data entry to only the funds associated with this appeal' is selected. Note both Funds start with the same letter.
  2. Create a new Gift Batch (Batch > New Gift Batch).
  3. On the Gift Batch Setup screen go to the Fields tab and and select 'Appeal' as a field to include. Move the field above 'Fund'
  4. On the Gift Batch Setup screen go to the Defaults tab and for the Appeal, select the Appeal from step 1.
  5. On the Gift Batch Setup Screen select Data Entry to move to the batch entry grid.
  6. On the batch entry screen, enter Constituent details,required fields and note that the appeal is pre-populated.
  7. On the batch entry screen, select the fund column and type the first letter of the Fund. The Funds may not be listed in the correct order.


 Raiser's Edge

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