05-28-2009 08:39 PM
People give donations to us, and I'd like to add a donation field (currency) on my Contact page so I know who gave what when. I created the field and also the drop-down list. I'd also like to add a date field. That's simple. First, how can my date and donation fields be connected? My other question is this: If someone gives a donation on one date, and then gives a different donation on another date, is there a way to keep a record of what gets added to the boxes? Maybe in History, or should I create another tab on the bottom of the contact screen? I'm new to ACT, but have been able to configure my Contact Detail screen. Since I am with a non-profit, a lot has to be changed. Thanks for your help.
05-28-2009 10:22 PM