Easily Insert Name Field in the Gift Affidavit

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How to Insert Name Field in the Gift Affidavit

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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

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How do you insert an IF field in Word?

Go to the Insert tab. Click Insert Field. Under the Field names list, select If. Under Field Codes, enter your conditional statement.

What is an example of a merge field?

A merge field is where you want to insert the information from a data source into a main document. Merge fields appear with chevrons ( ) around them. An example would be: Dear FirstName. A group of merge fields that make up an address in a mail merge document.

How do you insert a conditional formula in Word?

In Microsoft Word, click the Insert tab. Click Quick Parts in the Text group, then click Field. Select If in the Field names box on the left side panel.The Field codes box will automatically input IF into the field. Enter in a formula in the Field codes box. For our example, we would enter in: Click OK.

How do I insert a merge field from Excel to Word?

You can insert one or more mail merge fields that pull the information from your spreadsheet into your document. Go to Mailings Insert Merge Field. Add the field you want. Repeat steps 1 and 2 as needed. Choose File Save.

Can you add conditional formatting in Word?

On the form template, select the control that you want to add conditional formatting to, and then click Conditional Formatting on the Format menu. In the Conditional Formatting dialog box, click Add. In the If this condition is true boxes, enter the condition.

How do I insert a merge field?

Add individual merge fields Click or tap where you want the merge field. Choose the down-arrow under Insert Merge Field, and select a field. If you dont see your field name in the list, choose Insert Merge Field. Choose Database Fields to see the list of fields that are in your data source. Choose Insert.

Can you use an if formula in Word?

IF statements (also called IF fields) allow you to compare two values and display document content based on the result of the comparison. When used in a Word template, IF statements are especially useful for comparing the values of Composer merge fields and then displaying the appropriate content.

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