When you add a smart field, you define parameters for the information the smart field returns. These parameters vary based on the type of smart field type.
For example, if you select the “Constituent appeal count” definition, the smart field requires parameters specific to appeals such as the business units and categories to include in its value. If you select “Constituent revenue amounts”, the smart fields requires parameters specific to revenue such as calculation type and the revenue types to include in its value.
This section provides scenarios that demonstrate how to build a few commonly used smart fields. For more information about how to create other smart field definitions, see Smart Field Definitions
Note: If you need smart field definitions beyond those included in the program, contact your in-house developer or implementation consultant.
Add a constituent revenue amounts smart field
Add a constituent revenue date smart field