Step 1: Create Smart Field
- Go to Administration > Smart Fields.
- Click Add.
- Select Constituent Revenue Application Dates > Click Okay
- Name the smart field
- Go to the Parameters tab.
- Select the Value to Return as Latest Application Date
- Mark the revenue type: Membership
- Mark the Application/Transaction Types:
- Under Order, Mark the Box next to Membership
- Under Payments, Mark the Box next to Membership
- Click Okay
Step 3: Create a Job Schedule
- Click the Job Schedules Tab
- Click Add
- Name the Job Schedule
- Schedule Type - Daily
- Occurs Once at - 3:00 am or other time outside business hours
- Starting at - Enter Today's Date