Overview
Quick Entry Configurations let you control which contact and contribution fields appear when entering financial batches. This helps speed up entries and reduce mistakes.
Step 1: Open Quick Entry Configurations
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From the EveryAction Home page → Data Entry → Quick Entry Configurations
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If your menu looks different, use Search for a page to find Quick Entry Configurations.
Step 2: Create or clone a configuration
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To copy the default configuration, select More > Clone.
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A new configuration opens that can be edited.
Step 3: Name and scope the configuration
Update the Configuration Name.
Choose whether the configuration applies to:
- People and Organizations
- Only People
- Only Organizations
Step 4: Add or remove fields
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Select Add/Remove Fields.
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Check or uncheck fields you want to include.
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Select Apply.
Optional: Remove a field by selecting the X next to it.
Step 5: Apply field rules and defaults
For each field, you can configure:
- Required – must be completed to save
- Hidden – not visible but saved automatically
- Read-Only – visible but not editable (requires a default value)
- Default Value – pre-filled value
Note: Some system-required fields cannot be removed or edited.
Step 6: Save the configuration
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Select Save.
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