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Contact Regular Donor Status
tschug edited this page Oct 30, 2023
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1 revision
This Indicator shows a different colour icon depending on the Regular Donor Status of the Contact. Based on a new field added to the Contact record - Regular Donor Status. Add your own business logic (rollup, formula, flows) to populate this field from the recurring donations object. Does not display if Regular Donor Status is blank.
Fields | Value |
---|---|
Label | Contact Donation Frequency |
sObject | Contact |
Field | Regular Donor Status |
Description |
Fields | Value |
---|---|
Displays | |
Label | Contact RD Status - Current |
Indicator Item Extension Name | Contact_RD_Status_Current |
Priority | 1 |
Active | true |
Minimum ( >= ) | |
Maximum ( < ) | |
Contains Text | Current |
Description | |
Static Text | |
Hover Text | Regular Donor - Current |
Icon Value | |
Image | https://login.salesforce.com/logos/Custom/Heart_Green/logo.png |
Fields | Value |
---|---|
Displays | |
Label | Contact RD Status - Lapsed |
Indicator Item Extension Name | Contact_RD_Status_Lapsed |
Priority | 2 |
Active | true |
Minimum ( >= ) | |
Maximum ( < ) | |
Contains Text | Lapsed |
Description | |
Static Text | |
Hover Text | Regular Donor - Lapsed |
Icon Value | |
Image | https://login.salesforce.com/logos/Custom/Heart_Blue/logo.png |
Vicky McLaren, VickyMcL