Sorry if this is a basic question, but I have donors names and addresses in my customer file. Names are recorded in name fields for customer form, also as first line in address field and also as "additional information" in fname and lname fields. When I run donor reports, the names are not displayed regardless of specifying them as select data fields to display. ??? I have tried selecting "lname" and "fname" fields and also "firstname" Lastname " fields, but reports are blank in those fields. ?????? Even "nameaddr" field omits the first line. Hopefully the issue is me and I am doing something silly. Help would be appreciated. It is very frustrating .
Thanks for joining the community, @pottersw,
I am here to help you add your customer's first and last names on your Donors report.
When you open a customer or a donor report, it will automatically include the member's name under the Name column. However, if opt to set up a custom field for the First and Last Name, you must add them first to the sales template. Follow the steps I've outlined for you according to its given order:
Step 1: Add a Custom Field for the name.
Step 2: Add the custom field on the sales form template.
Step 3: Assign the template to the transactions on the report.
I'm confident that those steps will help display the name fields on the report. Please let me know how it goes once you've tried the steps. I'll be more than happy to assist you again. Have a wonderful day!
I would call this as a incompetent software programmer.
Quickbooks's Customers already have built-in field and cant pull the data from it. I am not doing a double work for that.