Add a constituent revenue date smart field
This procedure is a continuation of the scenario outlined in the Add a constituent revenue amounts smart field.
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1.
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On the Smart Fields page, click Add. The Select a smart field definition screen appears. Definitions specify how to calculate a smart field. |
For this scenario, select “Constituent revenue dates.”
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2.
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Click OK. The Add constituent revenue dates smart field screen appears. |
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3.
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On the General tab, enter a name for your smart field. For this scenario, because the prospector refers to revenue as gifts, enter “Gift Dates.” |
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In the Description field, enter a description for the field, such as how it should be used. |
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Under Value groups, add designations based on values as necessary. In this scenario, value groups are not needed for the gift date smart field. |
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Select the Parameters tab. |
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In the Value to return field, select the calculation type for this smart field. For this scenario, select "Latest date." |
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8.
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If necessary, in the Start date and End date fields, select the time period for the smart field. For this scenario, the values selected by the prospector in Query determine the time period, so leave the fields blank. |
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Under Revenue types and designations, select the revenue types to include in the smart field value. For this scenario, the prospector requested all types of revenue, so select all the checkboxes. |
Note: If you do not select any revenue types, the smart field will include all types.
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10.
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You can filter dates included in the smart field value based on the designation. Under Designations, search for and select the designations to use in your smart field value. If you do not select a designation, the value includes revenue from all designations. No designations were requested for this smart field scenario. |
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You can filter dates included in the smart field value based on the campaign. Under Campaigns, search for and select the campaigns to use in your smart field value. If you do not select a campaign, the value includes revenue from all campaigns. No campaigns were requested for this smart field scenario. |
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12.
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Click Save. The smart field is added to the system, and you return to the Smart Fields page. You now must process the smart field. This makes the smart field value available for queries, reports, and in related records. For more information about how to process a smart field, see Process a Smart Field. |