Account - Organization Giving Level
Description
Show an icon if the Organization has donated in the past year, and on hover indicate the range
In Bundle
- [[Account: Organization Funding Information]]
Images
showing hover text:
Total Gifts This Year up to $10,000
Total Gifts This Year 10,000 - 50,000
Total Gifts This Year 50,000 - 100,000
Total Gifts This Year Over 100,000
Fields
| Fields | Value | Notes |
|---|---|---|
| sObject | Account | |
| Field | npo02__OppAmountThisYear__c | Make sure your org uses the NPSP field npo02__OppAmountThisYear__c |
| Active | true | |
| Hover Text | Donated This Year | |
| Empty Static Text Behavior | Use Icon Only | |
| Icon Value | custom:custom1 | |
| Zero Behavior | Treat Zeroes as Blanks | |
| Show False or Blank | false |
Extensions
| Fields | Value |
|---|---|
| Priority | 1 |
| Indicator Item | Organization_GIving_Level |
| Active | true |
| Minimum | 10000 |
| Maximum | 50000 |
| Hover Text | Donated 10K-50K |
| Icon Value | custom:custom1 |
| Fields | Value |
|---|---|
| Priority | 2 |
| Indicator Item | Organization_GIving_Level |
| Active | true |
| Minimum | 50000 |
| Maximum | 100000 |
| Hover Text | Donated 50K-100K |
| Icon Value | custom:custom1 |
| Fields | Value |
|---|---|
| Priority | 3 |
| Indicator Item | Organization_GIving_Level |
| Active | true |
| Minimum | 100000 |
| Hover Text | Donated 100K+ |
| Icon Value | custom:custom1 |
Preparation
- Ensure the standard NPSP rollups are working and rolling up to this field correctly.
Notes and Ideas
- You can also do different color icons for different levels of giving… with the Custom Color feature you could have a graduating color from light to dark based on value of the giving. Eg Use Tints and Shades to find the graduations of the base color.
- You also might want the icon to be green for money, or maybe the color that matches your main appeal color scheme.
Contributed By Jenn Carniero, jenncarneiro