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Smart Field/Giving Year Count

This new Smart field calculates the number of years of recognition giving, whether consecutive years or not.

You can find this Smart field definition under Constituent >> Recognition Credits >> Constituent recognition giving year count.

There are two parameters, both required: Revenue application selection and Year type (fiscal or calendar).

 

 

Good to Know!

  • New Smart field definitions should be added to the Donor smart field queue so they are recalculated nightly. See this article for more information. 
  • Smart Fields need to be permissioned via the System roles Smart fields tab.
  • The use of a revenue application selection allows some flexibility so you can count years of giving to all funds or just a group of funds, giving during a set period like the last 10 years, or include commitments, cash received or both depending on your needs. Remember, if you are use date ranges in your selecction,  you need to consider how these will be affected in the future

 

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