Smart fields are producing inaccurate results when a transaction is modified or the constituent on the transaction is changed.

Smart fields do not detect or reflect changes that have been made on gifts.  For example, the 'Change constituent on payment' task is used to change the constituent that a donation is under.  After running the smart field process, the gift amount is still reflected on the original constituent record.
Some smart fields require the use of audit tables.  In this scenario the audit tables had been disabled misconstruing the results.  To resolve we'll want to ensure we have the appropriate audit tables enabled.

Required Audit tables for smart fields:

Smart Fields depend on the following audit tables, (the specific smart fields are listed below)
(The smart field parameters will determine if the audit table is actually considered,
for example "Constituent revenue counts" only depends on FINANCIALTRANSACTIONAUDIT when as of date is used, specified in parameters)

REVENUE_EXTAUDIT
FINANCIALTRANSACTIONAUDIT
CONSTITUENTAPPEALAUDIT
RECOGNITIONCREDITAUDIT     
REVENUERECOGNITIONAUDIT
 
 
USP_CONSTITUENTSMARTFIELD_APPEALVALUES  depends on CONSTITUENTAPPEALAUDIT
Called by:
Constituent\Appeal\Constituent appeal years
Constituent\Appeal\Last constituent appeal name
Constituent\Appeal\Constituent appeal count
 
 
USP_CONSTITUENTSMARTFIELD_AGGREGATERECOGNITIONAMOUNTS  depends on RECOGNITIONCREDITAUDIT, REVENUE_EXTAUDIT, FINANCIALTRANSACTIONAUDIT, REVENUERECOGNITIONAUDIT
Called by:
Constituent\Recognition Credits\Constituent recognition credit amounts
Constituent\Recognition Credits\Constituent recognition credit dates
 
 
USP_CONSTITUENTSMARTFIELD_AGGREGATEREVENUEAMOUNTS depends on FINANCIALTRANSACTIONAUDIT
Called by:
Constituent\Revenue\Constituent revenue amounts
Constituent\Revenue\Constituent revenue dates
Constituent\Revenue\Constituent largest revenue date
Constituent\Revenue\Constituent revenue giving years
Constituent\Revenue\Constituent annual revenue renewer
Constituent\Revenue\Constituent revenue counts
 
 
USP_CONSTITUENTIDSMARTFIELD_REVENUESPLIT depends on REVENUE_EXTAUDIT, FINANCIALTRANSACTIONAUDIT, REVENUERECOGNITIONAUDIT
Called by:
Constituent\Revenue\Constituent revenue application
 
 
USP_CONSTITUENTSMARTFIELD_REVENUESPLITAMOUNTS depends on REVENUE_EXTAUDIT, FINANCIALTRANSACTIONAUDIT, REVENUERECOGNITIONAUDIT
Called by:
Constituent\Revenue\Constituent revenue application annual renewer
Constituent\Revenue\Constituent revenue application amounts
Constituent\Revenue\Constituent revenue application counts
Constituent\Revenue\Constituent revenue application dates
 
 
UFN_MKTSMARTFIELD_GETEXTRACONSTITS_DYNAMICSQL_2 depends on REVENUE_EXTAUDIT, FINANCIALTRANSACTIONAUDIT
Called by:
Marketing\Constituent Lifetime gifts on file
Marketing\Constituent Loyalty
Marketing\Constituent Single gift consecutive year donors
Marketing\Years on file
Marketing\Constituent Lifetime giving

 

Steps to Duplicate

Steps to duplicate:

1.  Select add an individual from the Constituents functional area
2.  Enter a name and click save
3.  Select transaction search from the Revenue functional area
4.  Search for and select revenue ID = rev-xxx
5.  Click go to revenue
6.  Select the recognition tab
7.  Click edit recognition credits
8.  Search for and select the constituent that was just added
9.  Effective date = today
10.  Amount = full amount
11.  Click save
12.  Select smart fields from the Administration functional area
13.  Select Last Recog Gift Date and click start process
14.  Return to the constituent that was added.  View the smart fields tab to see the value
15.  Select transaction search from the Revenue functional area
16.  Search for and select revenue ID = rev-xxx
17.  Click go to revenue
18.  Select the recognition tab
19.  Click edit recognition credits
20.  Click reset recognition credits
21.  Click save
22.  Select smart fields from the Administration functional area
23.  Select 'Last Recog Gift Date' and click start process
24.  Return to the constituent that was added.  View the smart fields tab to see the value has not been updated

Expected result:  The value should be updated since the recognition is no longer on the gift.

Alternative Workaround:
1. Browse to Administration, Smart Fields
2. Locate the smart field and click the drop down arrow for more options
3. Click the 'Clear Results' option
4. Re-process the smart field

Environment

 Blackbaud CRM
 3.0

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