What are Smart Fields?
Smart fields are fields you can create to find summary information that may take a long time to compile or synthesize manually. For example, if you wanted to see how much someone has given, a Smart field could be configured to specify which types of revenue or recognition you would like to consider in the giving total. To learn more about Smart fields and see how you could create one, view our video below: 


What can I use Smart Fields for?
Once a Smart field is created, you can view each constituent's Smart Field value on the Smart Fields tab of their record.

Smart Fields are also used as a basis for an Ask Ladder to calculate a customized ask string for your constituents. For more information about configuring an Ask Ladder, see our related solution here: Can I configure custom suggested giving amounts in my appeal mailing?

In addition, you can also quickly filter on Smart Field values a query and output Smart Field values in a query, mailing or export. For more information about using Smart Fields in queries, see our related video here:
 

What are some common Smart Fields I can configure in Altru?
Altru allows you to configure Smart Fields for Constituent, Marketing, and Membership data. To view a full list of the different Smart Field definitions, see our Smart Field Guide here.

Below are the most commonly used Smart Field definitions and what summary information or statistics you can see with these smart fields:

Constituent Revenue Application Amounts: 

Constituent Revenue Application Dates:  ​​​Constituent Revenue Application Counts: