Plans: Custom data in portfolio

Hi,

 

I am trying to set up t_keyword table to show the constituent header fields for each donor in plans>portfolio>plan>custom data. The fields show up as blank. Any one has used the t_keyword to build the custom data fields?

 

Regards,

Renu.

  • Former Member
    Former Member $organization

    Hello Renu,

    I've ran into the same problem! Everything I've gotten to show into the plan screen shows up blank and wanting me to input it manually. Did you find a fix for your problem?

     

    -Krys

  • I'm about to embark on the same thing.  I was able to create a basic number entry field no problem, but now I want to create another field that is essentially pre-populated.  The thing I can't figure out, though, is how to make the data I'm pulling for the custom field relate to data in the current plan (in this case the customer_no).  I don't see anything in the documentation for doing that.