Expected Gift Entry Grid Display for Existing Gift Entries

The Fundraising Gift Entry Grid provides the functionality to efficiently enter Gift Entries, which can then be processed to create or upsert a set of records based on the selected Gift Entry Template. Gift Entry records stage field data that will be mapped to new or existing records. Each record being created or updated has a dedicated lookup field to store the ID of the existing record, or to capture the new record's ID after processing.

When selecting an existing record, such as a Donor Account or Gift Commitment on a grid row, the staging fields mapped to that record via the template will initially display their current values. These values can then be changed in the grid to update the target record during processing. Upon selecting save, the values displayed in the Gift Entry Grid are written to Gift Entry records.