AudienceView Connect

Adding Gifts to Orders in a Batch

You can add donations to multiple orders in batch, if you have the permission to do so.

Before You Begin

Before you begin this procedure, ensure you have completed the following:

Adding Donations to Orders in a Batch

To add donations to orders in a batch, complete the following:

  1. Open the Utilities application from the AudienceView Desktop.
  2. Select the Orders tab.
    The Orders|Query Select page appears.
    Your organization may have additional queries created using the Business Intelligence and Reports application.
  3. Select General Order Update from the Order Update section.
    The query opens in the Orders|Order Update page.
  4. Search for the orders you want to work with.
    For more information, refer to Searching for Orders to Update in a Batch.
    The select orders section appears.
  5. To update only selected orders, in the select orders section, select the check box next to each order you want to update.
    Click 'Select All' to select all of the orders on the current page. This will not select orders on other pages. If you want to update all of the search results, you can choose 'Update All' at the end of this procedure.
  6. Click 'Add Gift' at the bottom of the page.
    A donation record will display.
  7. Complete the donation information.
    For more information, refer to Donation Order Update Page.
  8. To add additional donations, repeat the process from Step 6.
  9. Choose an option:
    If Then
    you selected specific orders to update, click 'Update Selected'.
    you want to update all orders returned in your search results (including results found on multiple pages) click 'Update All'.

    The batch results section appears indicating the progress of the batch. When completed, Batch Run Completed! appears.