How Non-Profits can easily track Donations in SmartSuite

Very frequently at GAP Consulting, we get requests from Non-profit organizations asking how they can easily track donations with no code. So if you’ve ever wondered how to build a tracking system inside of SmartSuite, then look no further. Even if you don’t work in a non-profit, there is still a lot to learn in this video about formulas, special SmartSuite Field types, and more!

In this video, I'll break down step-by-step how you can build an organized tracking system for donations or any kind of payment you need to track in your system. You'll learn about several of the unique features of SmartSuite field types and how they stand out from other no-code programs. I'll also go over the basics of SUM formulas and how to apply them across multiple linked Applications.

In this video, you’ll learn:

• Break down of the applications in this example
• Building out the fields for applications
• Unique features in the Phone Field
• Customizing the Full Name Field
• Autogenerating the Title Field
• Why structure Applications with specific fields
• Building basic donation fields
• How to link applications together
• Rolling total donations per person totals with a SUM Formula
• Rolling total donations for a company with a SUM Formula
• Final thoughts on how to customize this template
  

If you found this helpful and want to give it a try yourself, please use our links below! 👇

• SmartSuite

Plus, when you're ready to start automating in no-code, be sure to grab our free training here! 👇