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.

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  • 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.