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Topics#Data ManagementPergunta de Leanna Cinquanta WIN.Global
Leanna Cinquanta WIN.Global (WIN (We Ignite Nations)) perguntou em #Data Management
21 de mai. de 2017, 04:02

How can I see the Affiliated Org's donations when viewing its Primary Contact?

Hi, we're a nonprofit. In a Contact list view I need to see the Primary Affiliated org/business's donations as well as the individual's personal donations. Is there any way to achieve this in either Contact List View or a Report?  For example John Doe gave $10 personal but $5,000 from his business, John's Contracting. If I'm scanning Contact List View and I see he gave $10, I'm likely to disregard him because I don't know that he's in fact a major donor. I need the Total Gifts field of John's Contracting to show up in John Doe's personal record, then I can see that actually he gave or motivated gifts totaling $5,010 and thus is a major donor.  

 

I sure hope you can help... Thanks... 
6 respostas
  1. Shailesh Patil
    21 de mai. de 2017, 18:19
    If I am not wrong interpretting your question, you want the total of the gifts on the Contacts from the Account and Primary Affiliation Account. Create a formula field on Contact with type currency and enter the following formula:

     

    npo02__TotalOppAmount__c + npsp__Primary_Affiliation__r.npo02__TotalOppAmount__c

     

    This basically adds up the Total Donation from the Affiliation to the existing total donation value on the conatct. Then you can add this field to your view or report. 

     

    If this answers your query, don't forget to make it as best answer!

     

    Thanks,

     

    SPP
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