Linked User Defined Fields

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Video Outline

  1. Create user-defined fields that are linked to and automatically update other user-defined fields on the contact screen
  2. Example: Adding Membership Level to the Donation page, that will automatically update the Membership Level on the Contact Screen.

*Note that this video uses an older interface of DonorSnap, however the process of adding and using a Linked field is still correct.

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