Create your Smart Field:
  1. Navigate to Administration, then click on Smart Fields
  2. Click Add
  3. Select Constituent Revenue Application Amounts and click OK
  4. On the General Tab, name your Smart field and add a description if you would like.
  5. On the Parameters Tab:
    1. Under Value to Return, select Latest Application Amount for the last gift or select First Application Amount for the First Gift.
    2. If you're looking for a true First Gift/Last Gift, we recommend leaving the date parameters blank, so you include all giving.
    3. Under Revenue types, check the revenue types you'd like to consider in this smart field.
    4. In the Transaction Type/Application Section choose the transaction/application types you would like to consider
  6. Click Save
Process Smart Field results:
  1. Once your Smart field is saved, find it from the list of Smart Fields in your database and click the hyperlinked name.
  2. In the top left hand corner under Tasks, click Start Process.
Add Smart Field Value to your query:
  1. Navigate to Analysis, then click on Information library
  2. Click drop down next to your query and select Edit. If your query is not created yet, select Add ad-hoc query. Select your source view, then click OK.
  3. In the left column, expand the Smart Fields folder and select your Smart Field. From the middle column, drag Value to Results fields to display.
    • Note: To eliminate everyone with a $0.00 value, also add the Value to Include Records where and filter on “Greater than 0.00”

To read more about Smart Fields, see our Smart Fields Guide here.