Brief Background to situation: This is my first post...hopefully this is the correct place for this question. Long story aside, our group (small) created a Contact Custom text field for email "Preferred_Email__c" After installing MailChimp we realized that the Contact Standard text field of "Email" is the default for field mapping to create mailing lists. Therefore, we now have over 1000 volunteers that we can't access immediately as their "Email" field is blank and everyone's emails are under "Preferred_Email__c"
I tried to create a workflow that essentially stated: If "Email" is null and "Preferred_Email_c" is not null, then the text from "Preferred_Email_c" will autopopulate into the "Email" field.
Note: I don't want to override any text that is in the "Email." (we have a few...) And we need to be able to override the Workflow Rule if we wish to enter different text into the "Email" field at a later date.
I have some very basic formula knowledge but couldn't figure out a formula that in my mind seems it should be rather simple...
I have recently got the nonprofit starter pack and am having trouble understanding how to change/add fields on the donation page. I need to have a field for type of fund and one for a tracking number (direct mail solicitations). I can't find anything on how to do this either through vidoes or on the board. Can someone help on this? If I have posted in the wrong board, I apologize.
Brief Background to situation: This is my first post...hopefully this is the correct place for this question. Long story aside, our group (small) created a Contact Custom text field for email "Preferred_Email__c" After installing MailChimp we realized that the Contact Standard text field of "Email" is the default for field mapping to create mailing lists. Therefore, we now have over 1000 volunteers that we can't access immediately as their "Email" field is blank and everyone's emails are under "Preferred_Email__c"
I tried to create a workflow that essentially stated: If "Email" is null and "Preferred_Email_c" is not null, then the text from "Preferred_Email_c" will autopopulate into the "Email" field.
Note: I don't want to override any text that is in the "Email." (we have a few...) And we need to be able to override the Workflow Rule if we wish to enter different text into the "Email" field at a later date.
I have some very basic formula knowledge but couldn't figure out a formula that in my mind seems it should be rather simple...
I have recently got the nonprofit starter pack and am having trouble understanding how to change/add fields on the donation page. I need to have a field for type of fund and one for a tracking number (direct mail solicitations). I can't find anything on how to do this either through vidoes or on the board. Can someone help on this? If I have posted in the wrong board, I apologize.
