- Open the Sphere plug-in within The Raiser's Edge and select a transaction type from the list
- Highlight an existing transaction in the transaction grid
- Select Tools - Transaction Options
- Click the 'Create a new batch and use existing batch below for default fields and values radio' button
- Select the gift batch template that you would like to use
- Note: If one does not yet exist, you can create this by creating a new batch in The Raiser's Edge through the Batch > New Gift Batch tool
- Click OK
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