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Mapping custom question to donation description field

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  • CnP.Support
    replied
    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.

    Leave a comment:


  • dgoodkin
    replied
    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.

    Leave a comment:


  • CnP.Support
    replied
    Good day!

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

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    Leave a comment:


  • dgoodkin
    replied
    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.

    Leave a comment:


  • CnP.Support
    replied
    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?

    Leave a comment:


  • 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.
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