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I’m building a base to track contributions and multi-year pledges to a charity. Am wrestling with how to apply gifts against a specific person’s pledge when someone has more than one pledge. Example: Bob Smith pledges $100,000 to a building project...
I’m building a base to track financial pledges, which will be paid over time, for our charity’s capital campaign. Have donors in one table, pledges (and payments) in another, and can use Rollup to calculate remaining balance for a pledge, but would ...
Form question:
I’m trying to create a “Donation Report” form for a volunteer to complete when they’ve received a gift or pledge from someone for a charity. The donor is almost always going to have an existing record in the “Prospects” table; gifts a...
Thanks much. That all makes sense … my biggest challenge (I think) is the key/autonumber when I create a new pledge. I want for it to be something other than just a number, primarily because the person entering payments doesn’t have AirTable access...
Having the exact same issue because of some bounced emails during a temporary email outage. Having seen your message, I’ve contacted support to have them remove the hold. Was racking my brain trying to figure out why we weren’t receiving automation...
I settled on creating a new (hidden) field that automatically inserts the date/time any information I want to track is changed - e.g., “Mobile Phone changed”, “Home Phone changed”, etc. So I can filter and sort that field for changes in a specific t...