Easily Insert Surname Field into the Gift Affidavit

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How to Insert Surname Field into 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 I automatically insert names in Word?

If you want to automatically insert the user name in your documents, you can follow these steps: Position the insertion point where you want the user name inserted. Choose Field from the Insert menu. In the Categories list, choose User Information. In the Field Names list choose UserName. Click on OK.

How do I insert a last name field in Word?

Navigate to the location in the Word document where you want to insert a field. Click the Insert tab in the Ribbon and then click Quick Parts in the Text group. Select Field. In the list of Field names on the left, select DocProperty. Under Field properties, select a property name.

How do I insert autofill text in Word?

To use AutoText To use the text, go to Insert Quick Parts, AutoText, and choose the entry you want.

How do I insert an automatic FileName and path in Word?

Under Field names, select FileName. In the Field properties section, select a format. In the Field options section, check Add path to filename. The file name will now appear in the header or footer.

How do I insert a list of names into a Word document?

Create a mailing list in Word Go to File New New Document. Go to Mailings Select Recipients Create a New List. In the Edit List Fields, youll see a set of automatic fields that Word supplies. Use the Up and Down buttons to reposition fields. Select Create. In the Save dialog, give the list a name and save it.

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 I add a last name field to a mail merge in Word 2010?

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 Word produce a list of content automatically?

Word uses the headings in your document to build an automatic table of contents that can be updated when you change the heading text, sequence, or level. Click where you want to insert the table of contentsusually near the beginning of the document. On the toolbar ribbon, select References.

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