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Data disappearing when field set to linked

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Farmer_Anne
4 - Data Explorer
4 - Data Explorer

I’m using the template for non profit individual and corporate donations.

One table is contacts and another is donations. I’m trying to copy and paste my data to the donations table – but the ‘donor’ field disappears if I set it to link to contacts. If it’s set to “single line” it’s fine. If I change the definition to linked, it disappears. If I set up the column as linked and copy in the data, all data is copied in EXCEPT the name of the donor…

Just not sure what I’m doing wrong.

1 Reply 1

Hi @Farmer_Anne,

First you need to setup your “donors” at the “Contacts” table. Then copy and pasting should be fine.

If this doesn’t work, please take a screenshot.

Best Regards,
Mo