To upgrade to the JavaScript Batch Entry Tool:
  1. In the upper-right hand corner of the Luminate CRM window, click the admin name and select Setup from the drop-down menu. The Setup page displays.
  2. Click Develop > Custom Settings. The Custom Settings page displays.
  3. Click Manage in the Action column next to Luminate CRM Settings. The Luminate CRM Settings page displays.
  4. Click Edit. The Edit Luminate CRM Settings page displays
  5. Select the Use JavaScript Batch Entry Tool option and click Save. You have successfully enabled the new Batch Entry tool.
Note:
  • Batches created with the JavaScript Batch Entry Tool will not work with previous versions of the Batch Entry Tool.
  • After you upgrade to the JavaScript Batch Entry Tool, batches created in previous versions of the Batch Gift Entry Tool will be upgraded to work with the JavaScript Batch Gift Entry Tool when you access the batch, at which point you can no longer access those batches in previous versions of the Batch Gift Entry Tool.