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Edit Setup After Batch has been committed

Last post 11-10-2009 1:06 PM by JoAnn Strommen. 5 replies.
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  • 10-28-2009 1:04 PM

    • Rose Orr
    • Top 150 Contributor
    • User Since: 2007
    • Posts 65
    • Organization: Community Living London
    • Products:  The Raiser's Edge

    Edit Setup After Batch has been committed

    Reply Contact

    Is there a way to edit the batch setup after it has been committed?   I often hide many of the fields that I have pre-populated when I am entering data into a batch and almost as often, I forget to unhide the fields before I commit the batch.  The end result is that the fields that I have hidden are hidden forever more.   I know the info is still visible on the individual record, but it is no longer visible when I open the batch.

    Yours Truly,
    Rose Orr
    Database Administrator/Software Support
    Community Living London
    190 Adelaide St. S. London, Ontario N5Z 3L1
    Phone: (519) 686-3000 ext. 382
    Filed under:

  • 10-28-2009 2:44 PM In reply to

    Re: Edit Setup After Batch has been committed

    Reply Contact

    Open the batch, go to TOOLS/EDIT BATCH

    Make the batch recurring and then go in a make whatever changes you need. If you're not going to use the batch again - take the recurring option off.

    Laurel Quaintance
    Manager, Fund Development Services
    Filed under:

  • 10-28-2009 3:30 PM In reply to

    • Rose Orr
    • Top 150 Contributor
    • User Since: 2007
    • Posts 65
    • Organization: Community Living London
    • Products:  The Raiser's Edge

    Re: Edit Setup After Batch has been committed

    Reply Contact

    Excellent. As always. Thanks.

    Yours Truly,
    Rose Orr
    Database Administrator/Software Support
    Community Living London
    190 Adelaide St. S. London, Ontario N5Z 3L1
    Phone: (519) 686-3000 ext. 382

  • 10-30-2009 2:11 PM In reply to

    • sandalkar
    • Not Ranked
    • Posts 2
    • Organization: California League of Conservation Voters

    Re: Edit Setup After Batch has been committed

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  • 11-07-2009 11:39 AM In reply to

    • Rose Orr
    • Top 150 Contributor
    • User Since: 2007
    • Posts 65
    • Organization: Community Living London
    • Products:  The Raiser's Edge

    Re: Edit Setup After Batch has been committed

    Reply Contact

    I tried that but I didn't see the 'Hide/Show" column as an option.

    Yours Truly,
    Rose Orr
    Database Administrator/Software Support
    Community Living London
    190 Adelaide St. S. London, Ontario N5Z 3L1
    Phone: (519) 686-3000 ext. 382

  • 11-10-2009 1:06 PM In reply to

    • JoAnn Strommen
    • Top 10 Contributor
    • User Since: 2006
    • Posts 1,260
    • Organization: Rapid City YMCA
    • Products:  The Raiser's Edge

    Re: Edit Setup After Batch has been committed

    Reply Contact

    It is an option under View (file, edit, view... at top of window.)  Third line down.  Did you find it?

    JoAnn Strommen
    YMCA of Rapid City
    Rapid City, SD
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