• In Batch Setup when creating a new batch, select the Fields tab
  • Click Load from Existing Batch
  • Search for the appropriate batch template to pull in the fields from the existing batch
Note: Once a batch has been created and data entry has been selected (regardless of whether or not data has actually been entered), the Load defaults from option is no longer available.


Note: If the fields are marked as required, they will need to be filled out for each gift.