Time is a crucial resource that each company treasures and tries to transform in a reward. When choosing document management application, take note of a clutterless and user-friendly interface that empowers consumers. DocHub delivers cutting-edge tools to maximize your file administration and transforms your PDF file editing into a matter of one click. Insert List to the Gift Affidavit with DocHub in order to save a lot of time and boost your productivity.
Make PDF file editing an easy and intuitive process that will save you plenty of precious time. Easily modify your documents and deliver them for signing without the need of turning to third-party options. Give attention to relevant tasks and boost your file administration with DocHub today.
hello everyone welcome to the video in this video ill be showing you how to add a custom field onto the gift entry template form now if youre not familiar with the gift entry feature within salesforce its available in the non-profit success pack now what this does it allows a user to submit log entries on donations now you can do this in batches rather than go into accounts or a donation object and just keep on repeatedly clicking on new all the time so to begin with um im just going to show you um what it looks like so this is where you configure the form fields now as you can see these are the objects and they have fields now i do want to add a field now in order to do that you need to create a corresponding field and map him so just to show you uh what field so i already created a custom field within the account object so as you can see this pick list right over here source of donation so im going to have to create an identical custom field but within a different object so im