Entity Templates

Development Status
Stable
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67
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Last updated: 2021-03-12

Works with CiviCRM 5.33 or higher.

This extension allows you to create templates for Contacts and Contributions.

Templates will pre-fill your "New Individual", "New Organization", and/or "New Contribution" screens with values you've pre-selected.  This includes custom fields and tags/groups.  Perhaps you have a regularly scheduled event that brings in new constituents that need the same "Source" field and are tagged/grouped the same way - this will cut down on repetitive data entry.
 

Screenshots (click to enlarge)