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Nonprofit Template for Microsoft Dynamics CRM RRS feed

  • Question

  • We are experiencing a problem with the Non-Profit template not correctly displaying values for YTD Transactions or Last Year Transactions in list view or advance find searches after the first of the year.  The data only appears to correctly display after a new donation is entered.  This causes many problems when planning and reporting on last year and this year as the data and searches will return two sets of data.  

    Everything we are seeing indicates that it is an issue with the actual data in the database (hence why the list views and advanced find have the issue).  When the form loads it is recalculating the display value, but does not appear to be submitting it to the database, which is why simply opening the record does not resolve how the values are displaying in the views.  

    Please advise a quick solution to this problem.

    Tuesday, January 8, 2013 5:14 PM