Constituent revenue amounts smart field does not include recurring gift payments made online in Altru

After running a constituent revenue amounts smart field and previewing the results of the smart field on a constituent's record or in query you may notice that recurring gift payments made online do not pull into the smart field
Constituent revenue amounts smart fields will not pull in recurring gift payments made online. You can create a constituent revenue application amounts smart field to pull in these values

Steps to Duplicate

  1. Click Administration > Smart fields
  2. Give the smart field a name > click on the parameters tab
  3. Change the value to return to total gift amount
  4. Under revenue types mark recurring gift payment
  5. Click save
  6. Click on the name of the newly created smart field > click start process
  7. Go to the constituent's record and click on the smart fields tab
  8. Review the amount associated with the smart field that you just created

Environment

 Altru Arts & Cultural

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