• Open the batch
       
    • Select Tools, Edit Batch Setup
       
    • On the Fields tab, add Constituent ID to the Data Entry Fields frame if it is not already present
       
    • Click Up to move the Constituent ID field to the top of the Data Entry Fields frame
       
    • Click Data Entry to return to the data entry screen
       
    • When entering gifts, place the cursor in the Constituent ID column and enter an ID
       
    • Press Tab. If a constituent exists with the ID you entered, the constituent's information loads into the batch.
       


    OR



     


      • On the main shell, select Tools, User Options
         
      • Select the Records tab
         
      • In the left frame, highlight Individuals
         
      • In the Constituent name format drop-down, select Constituent ID
         
      • Click Apply
         
      • Click OK
         
      • Open the batch
         
      • On the data entry screen, place the cursor in the Constituent Name field and enter the ID
         
      • Press Tab. If a constituent exists with the ID you entered, the constituent's information loads into the batch.


        Note: Changing the constituent name format in User Options affects how constituent names are displayed in other areas of The Raiser's Edge.