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Cathy_Anderson
6 - Interface Innovator
6 - Interface Innovator
since ‎Oct 01, 2018
‎Jun 01, 2024

User Statistics

  • 26 Posts
  • 1 Solutions
  • 5 Kudos given
  • 9 Kudos received

User Activity

Export 1 field as a .txt or .svg

Oct 09, 2020
I have a field that creates custom .svg code. How can I bulk export just that field as an .svg file?

IF comparing 3 fields

Aug 19, 2020
IF({Gift Credit Count}, IF({Gift Credit Count}<{Soft Credit Count}, "Softs", IF({Gift Credit Count}<{Appeal Credit Count}, "Appeals", "Gifts")))) 3 fields I need to compare. Gift, Soft, and Appeal. I am trying to create a formula comparing Gift to...

How to turn DATETIME_DIFF result into a number

Aug 14, 2020
Months Active is a formula that returns what appears to be a number. IF({First Gift Date}, DATETIME_DIFF({Last Gift Date},{First Gift Date},‘month’),"") Number of Gifts is a count field I’m trying to create a field that returns an frequency {Months A...

Link Tables Limit record selection to a view by existing relationship?

Aug 07, 2020
2 Tables - Constituents and Constituent Types. Constituents holds contact information. First Name, Last Name, Email, Phone, etc. Constituent Type holds the taxonomy (so it has a hierarchy) to organize the Constituent data a. Individual a. Organizatio...

Dedupe. Why does it say MERGE and delete when it only deletes?

Aug 01, 2020
I’m so confused using the Dedupe block. It doesn’t MERGE anything. It just keeps the primary record. Let’s say I have a table with Name, Email, Phone, Address, and Transactions. I select find dups records as Name and Email, 2 Records appear. has the ...
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