Enter Actions in Batch with a new plug-in

Zeidman Development are pleased to announce the release of our latest plug-in for The Raiser’s Edge – BatchIt:Action

BatchIt:Action allows you to enter actions en masse in a batch. This is the first of a series of modules in the Batch:It range.

Entering actions one by one is slow. Importing actions in one go is not always practical. BatchIt:Action provides the solution to simply and efficiently entering accurate data.

Create templates for different types of actions. For example, do you use actions to represent an event, or a request for information. Populate the template with defaults and hide pre-populated fields just as you would in a gift batch.

Custom Validation
For users with advanced requirements set up a custom validation file that implements your organisation’s business rules. Does your event actions always need a t-shirt size? Should a phone action be prevented if the phone number is international? Create custom validation rules to enforce this or let us help you create them. (Requires coding skills, additional custom validation module required)

More information can be found on our website where you can download a fully working version tied to the Sample database. There is also a screen-cast showing BatchIt:Action in use. If you have any questions then please contact us.