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Mapping custom question to donation description field

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  • Mapping custom question to donation description field

    We have three custom questions on our custom donor page. I'm trying to figure out either how to run a report that shows donor name, amount, and custom question answers, which I can't figure out how to display the answers. Or, mapping the answers to the description field in the donation record. Can I get help on getting one of these to work? The second one is our preference, since we already display this field in our report. I don't know how to copy or map the answers to that description field. Thanks.

  • #2
    Good day!

    We have reports built for you in the Salesforce report. See below:

    Search for custom question

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    Build a report

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    Does this answer your question?
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      This could work. I can't get to the screen you are displaying. When I say create custom report it gives me four report types:
      Transaction Report [ C&P Transactions ]
      Product Report [ Opportunity Products ]
      Recurring Report
      Patron Contribution Statistics
      It never lets me input custom questions into a Report Type field. Can I just select one answer to list for each donor? I'm trying to run a report for my board to show donors, amount, any input they have, which would be one of the answer fields. Thanks.

      Comment


      • #4
        Good day!

        You are in C&P Reports. You should go to Salesforce reports.

        Click image for larger version

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        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          I realized that and went to the Reports that you listed above. It's close to what I want. It lists every answer though. So, there are 2-4 entries for each donor. I just want to display our FeedBack field, which is one of the questions (answers). I also need to be able to display the donation description in the report, because we are also displaying that for other services we use. That's why mapping this field to the donation record description field would work the best. Thanks.

          Comment


          • #6
            Good day!

            Can you not filter on that question?

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            If you wish to map it to the opportunity field then follow the C&P Settings - see below: [click to enlarge]

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            Using the mapping you may map any answer to any field in the Contact, Account, or Opportunity.

            Does this work for you?

            Please note that this will be for future transactions & not the historical records.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

            Comment

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