I'm trying to display a donor's receipting preference (stored on the Person Account as a checkbox __pc field) to the gift transaction, to make the donor acknowledgement processes smoother.
Formula field > insert merge field was the suggestion I saw when researching, but I keep getting an error that the field doesn't exist when trying to create the formula field.
I'm a new admin at my org, so may be approaching this the wrong way - does anyone have any advice for how to display the value of an account field to a gift transaction?
Here's the checkbox field from the Person Account I'm attempting to mirror:
It sounds like __pc fields are Contact fields being reflected onto the Person Account, so I also tried Contact.Send_Mailed_Acknowledgement_Letter__pc and received the same error:
Any advice is much appreciated!
#Nonprofit Cloud
The error suggests that "Account" in your formula is wrong. The documentation suggests that the lookup to the Account record on Gift Transaction is "Donor": https://developer.salesforce.com/docs/atlas.en-us.nonprofit_cloud.meta/nonprofit_cloud/npc_fundraising_api_objects_gifttransaction.htm
Try Donor.Send_Mailed_Acknowledgement_Letter__pc and see if that resolves the issue for you.
