Why not show the Gifts in a portal (as now) sorted by the date of Gift, descending? Then the top-most line in the portal will be the most recent date they gave.
Not sure why you would want the use of the modification date as a tracker of gift date to be compromised with it changing if all you did was change a phone number.
You can search on the Gift Date in the portal to find any Donors who contributed on any date or in any date range.
You need a new field int the Gifts table... Gifts::DonationDate. The Modification date changeing from a Phone number change must be int the "Donors" table.
the as Sorbsbuster says, the portal to Gifts will show Gift:Amount and Gift:Donationdate.
Thanks guys. I know that what you are saying makes sense however the user searches based on the mod date to see which donors are active vs inactive. We already have a donation date in the Gifts portal but they don't use it.
Can you think of a way to incriment the modification date in Donors when a change is made in the portal?
Max ( Gifts::DonationDate )
Will return the date of the most recent donation. You can set this up as a calculation field in Donors.
You keep worring about the Auto Modification date. Create a new date field that you set whenever there is the ACTIVITY you think is correct. Use a script trigger to set your new Donor:ActivityDate date field, for example. Then set up a button with a Script that shows the USER which is ACTIVE.
Thanks for that tip. It ALMOST works for me, I can use the Max function to get the newest donation date but having that present on the Donor's page does not increment the Modification Date (like say changing the phone number would) is there any way to automatically make that Mod date change when a portal record is added?
Why would you want that? That's a question several of us have asked here.
You could set up set up this calculation:
Max ( DonorModDateField ; Max ( Gifts::Donationdate ) )
Thus, if a field in the donor table is modified, DonorModdateField updates with the current date. If a new record is added in gifts, that new date is returned by Max ( Gifts::Donationdate ) and the above calculation returns whichever of those two dates is most recent.
Note that if you specify a sorted relationship that sorts Gifts by DonationDate in descending order, you can simplify this to:
Max ( DonorModDateField ; Gifts::Donationdate )
Thanks, once I saw the how the Max function worked I figured that a new field combining the actual mod date and the highest donation date would give me what I wanted so thanks for spelling it out.
As far as why...I can't really answer that, seriously it's a user's request. My read is that it's 3 people working on the database and they just want to know the last time someone "touched" a given record. Be it to add a donation or to correct an address. In any case, this gives them what they want and that makes me and them happy.