- Check if the fields that are being offered as donation options or membership options were set up as a user-defined field values.
If so, then check that the user-defined field has an application of transactions selected. This can be checked by performing the following steps:
- Click on management and select user defined fields
- Locate the field name and look under "applies to" in the column next to the name of the field.
- If transactions is not listed under applies to, then they will need to click on the name of the field to edit it and then go to step 2 for field application and check the box next to transactions.
Additionally, there can be no other applications types(constituent, tribute, transactions etc) selected here as this information can be stored either under transactions or another field application but not on both. It is not recommended that they use the same user defined field for field application to constituents and transactions-they should create a separate user defined field for the transactions one so the data is stored on the record correctly.