CiviCRM Community Forums (archive)

I have a section of custom fields for Donors. These show in basic Contact pages and I can use them in a profile. They also show when I view a previously entered contribution.

However, the New Contribution (built in form) does not show these fields for new entries even though both the View and the New pages appear to use the same template: /Contribute/Page/Tab.tpl

<!-- .tpl file invoked: CRM/Contribute/Page/Tab.tpl. Call via form.tpl if we have a form in the page. -->
    <form  action="/civicrm/contribute/add" method="post" name="Contribution" id="Contribution" enctype="multipart/form-data" >

<!-- .tpl file invoked: CRM/Contribute/Page/Tab.tpl. Call via form.tpl if we have a form in the page. -->
    <form  action="/civicrm/contact/view/contribution" method="post" name="ContributionView" id="ContributionView" >

I did notice the demo site has custom fields, but I don;t know how they did it.

What am I missing? If I want to add these field, how do I do so. I can't figure out how from this http://wiki.civicrm.org/confluence/display/CRMDOC/Customize+Built-in%2C+Profile%2C+Contribution+and+Event+Registration+Screens help page.

Also, since the fields were missing, the person entering new contributions was using the "notes" field. I can not find a way to do an export of that field so I can import it back into the correct custom field! (I can't find it in the database at all, but it's clearly there.)

Screen captures of the View and New screens are attached to show these issues.

Does this mean we have to use something other than the standard form in the CiviCRM menu under "Contributions | New Contributions" ? We did create a profile and have used it in a public version of the form ( http://evanstonsymphony.org/civicrm/contribute/transact?reset=1&id=2 ). I need to have the custom fields in a form oriented for internal use to enter checks received in the mail, for example, and the handle multiple contributions in a row. (Client does not like to use the batch feature.)

So having the "Save and New" button is the critical thing for them, plus not defaulting to the signed in user as the donor.

On the demo site this menu item DOES have custom donor fields showing
http://d45.demo.civicrm.org/civicrm/contribute/add?reset=1&action=add&context=standalone
   How long have you been a donor?    Less than 1 year 1-3 years 4-6 years 7-9 years More than 9 years 
    Known areas of interest

I do NOT see these fields in a Profile on the demo site, so that's not how they got there, right?


Also--any help on finding the NOTES field data so I can export and reimport to the correct field?

Thanks in advance.

Thanks petednz.

Yes, that is how mine is set up, except ONLY for type of "Donation," instead of "All." Is that the problem?

Set	Enabled?	Used For	Type	Order	Style
Donors	Yes	Contributions	Donation	3	Inline

Petednz, thanks again. I did as you requested in the demo site. Since it worked there, I went back to my site. Apparently there was a glitch in my data. When I toggled the tab to not "Collapse this set on initial display" I received a warning about potential lose of data due to something being deselected. I proceeded with it and now the data set shows when Donation is selected for contribution type. (On the demo it works with the set collapsed or not collapsed,so I think this just cleared a problem in my data, which may have resulted in data loss but now I can actually use the field.)

SO: Anyone have any idea how to export the data in the Contribution/payments "notes" section so I can move the previously hand-entered data into the right field now???

Better still - flip the improved question on to the Stack Exchange site ;-)