Creating a Giving Rollup in the Nonprofit Starter Pack
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Just a note, this method has been superseded by the new opportunity rollups available in Households version 2.0 and above.
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Would be great if you could show the correct formula to use to see who has given something during the last 12 month, i.e.: create a report that shows who has given a donation during the last 12 month and who has not
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What about the bucket model? Can this be done there?
arvoris 1 year ago
@arvoris Unfortunately not since it rolls up to the account and the bucket model uses a single "individual" account
SalesforceFoundation 1 year ago