Campaign Member Total Fundraising Income

Hi all,

We are currently facing a bit of a challenge with one of our scenarios, and I wanted to see if anybody has done anything similar that they would be happy to share.

The scenario relates to recording a ‘Total Fundraising Income’ on the Campaign Member record. Ideally this is a field that calculates the ‘hard’ and ‘soft’ credits for the particular Individual for that particular campaign.

Example

Bob Smith is a campaign member of 2 campaigns, and has hard credits/soft credits for both:

• Campaign A: Hard credit: £10, Soft credit: £25
• Campaign B: No Hard credit, Soft credit: £40

We’re looking for a solution where on Bob Smith’s Campaign Membership record for Campaign A – the total would be £35, and for Campaign B the total would be £40. (the total on the individual record would be £10 + £65 = £75)

Is there anybody who has done something similar? I would assume this is a fairly standard scenario for charities / nonprofits, so any thoughts/opinions/ideas on how to achieve this will be greatly appreciated!

Thanks!

cc @Keith Finlay​