Batch Manager Tool

Batch Manager Tool
  • Wednesday, September 7, 2016, at 4 pm EDT
  • Chris Kehayias and Megan Christianson
  • See a demo and overview of our new donation processing application - the Batch Manager Tool!
Video Topics: Batch Manager Tool Webinar

1:53 - Getting Started
4:30 - Creating a New Batch
5:00 - The Tool Interface
6:52 - Deleting a Batch
7:09 - Working Within an Open Batch
12:40 - Adding a New Donor
18:48 - Importing a Batch
20:28 - Exporting a Batch
25:50 - Scanning Envelopes
28:28 - Finalizing a Batch
33:53 - Viewing Batches
34:33 - BMT Security Roles
39:01 - BMT Configuration Settings
41:32 - Choosing Associated Pledges
43:32 - Controlling Donor History Visibility

Related Notes
Tags: Video

Last Modified: 12/15/2016

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