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Custom fields in Plans - question

Lisa McColgan
$organization

Hi -

I am trying to build a custom field in Plans that somehow "links" to existing information in Attributes.  The goal is to make things as simple as possible for our major gifts officers, who tend to not have the inclination to go searching from tab to tab.  We have an attribute called "P2G Score" which I'd like to also show up as a custom field in the patron's Plan.

Is this do-able?  And if it isn't - how would you suggest I go about bulk uploading all of these scores into the Plans?  I don't think there's a utility for this the way there is for Attributes.

Thanks, and sorry in advance if this makes zero sense.

-Lisa

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  • $organization

    You could use an AFTER insert trigger on TX_CUST_KEYWORD. Start by analyzing the insert with the right keyword value. If true, update the plan field with the same value. You will have to mass add them before hand by an update statement to get all the records current. The trigger ill handle it from that time forward. 

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  • $organization

    You could use an AFTER insert trigger on TX_CUST_KEYWORD. Start by analyzing the insert with the right keyword value. If true, update the plan field with the same value. You will have to mass add them before hand by an update statement to get all the records current. The trigger ill handle it from that time forward. 

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