====== Gift Batch ====== This section is for working through buttons, related lists and lightning pages for the Gift Batch object. Gift Batch is a way to group Opportunities into batches. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see the [[1accounts|Accounts]] or [[20contacts|Contacts]] object configuration. ===== Content ===== * [[donor360:object_configuration:95gift_batch#Page Layouts|Page Layouts]] * [[donor360:object_configuration:95gift_batch#Lightning Page|Lightning Page]] ==== Page Layouts ==== * Click **Setup**, **Object Manager**, **Gift Batch** * Select **Page Layouts**, Select **Gift Batch Layout**, then **Save As** to create a new version * Click **Related Lists** in the pallet * Add or remove related lists as needed * **Save** If a new page layout was created, assign to the appropriate Profiles ==== Lightning Page ==== A custom Lightning Page isn't necessary for this object. Users will see the Fund Note in a "Default" lighting view. But if you want to configure one, follow these steps. From Fund Note, Object Manager, Select **Lightning Record Pages** * If a page exists, select it or Click **New** to create a new page * If you selcted an existing page, Click **Clone** and add a new label and API Name, configure as needed, Click **Save** * If you clicked **New**, Select **Record Page** from left panel, **Next** * Assign a Label and Search and Select the object (in this case Gift Batch), **Next** * Choose a **Page Template** from left panel, **Done** * Build the new Gift Batch lightning page by dragging the components and fields from the left panel. * **Save** and **Activate**