User Defined Fields in DIY Templates- Noras Home

[Sadie Delgado]

Good Morning Tim,

 

Hope that your morning is going great so far!  From here on I will be in contact with you to help resolve this issue. Below I have forwarded the communication I had with Geoff  Arbuckle about the situation.  I was also in contact with Patrick Louderback.  I will forward you our communication in another email to lessen the confusion.  Please let us know what actions are necesssary to take, it is important that we have this feature up and running as soon as possible.

 

Thanks,

 

Sadie Delgado

----- Forwarded Message -----
From: Geoff Arbuckle <Geoff.A...@blackbaud.com>
To: Sadie Delgado <delgad...@yahoo.com>
Sent: Thursday, November 8, 2012 4:19 PM
Subject: RE: User Defined Fields in DIY Templates

Hi Sadie,

 

The fields would likely need to be added to the custom confirmation email, but they can be placed wherever you like.  The same goes for any receipts.  As for the selection of where the fields would appear, in most cases the user defined fields would need to be applied to transactions in order for them to be used on the online forms.

 

Thanks,

Geoff Arbuckle
eTapestry Support Specialist
Blackbaud, Inc. 6107 Airport W Blvd. Ste 120, Greenfield, IN 46140 888-739-3827 x2  |  Twitter: @bbsupport   geoff.a...@etapestry.com   |  blackbaud.com  | etapestry.com

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From: Sadie Delgado [mailto:delgad...@yahoo.com]
Sent: Tuesday, November 06, 2012 11:28 AM
To: Geoff Arbuckle
Subject: User Defined Fields in DIY Templates

 

Good Morning Geoff!

 

I am working with Nora's Home to help shape the DIY template. I have run across several issues and I am concern about how the functionality of the user defined fields works. In order to add extra drop down menus in our DIY template I had to create a new category (In Honor/Memory Of) and within it two new defined fields ("Honor or Memory" and "Contact Info for Honor/Memory of"). My questions is how will these new fields show up in the confirmation emails to donors and how will they show on the receipts? Another question I had is whether the settings I used where appropriate such as selecting persona vs contact etc.? We would truly appreciate the help and advise. Below I have copied the link to the current live page but the additions made with those extra fields are just saved and have not gone live yet.

 

https://app.etapestry.com/onlineforms/NorasHome/donation.html

 

Thank you,

 

Sadie Delgado