Recognition Program processes 0 records when filtered on multiple designations

When filtering a Recognition Program by multiple designations, the system reads this as a constituent has to have given to all designations and there fore processes 0 records. This field should be a "one of" field and if the constituent gave to any of those designations, they should qualify.
We are currently evaluating this issue and will update this article when we have more information.

Workaround Solution:

Create a Recognition Credits Smart Field
  1. From Administration, click Smart Fields
  2. Click Add
  3. Select Constituent recogntiion credit amounts
  4. Click Ok
  5. Enter the name of the smart field
  6. On the Parameters tab, select calculation type Total gift aount
  7. Enter start/end dates (this field is not required)
  8. Select the types of revenue to include
  9. Select any designations you wnat to filter the smart field
  10. Click Save
  11. In the list of smart fields, click the smart field name, click Start Process



Was this article helpful?