Contact - Donation Recency

Description

This indicator shows a different colour icon depending on the number of days since the last donation. Based on the NPSP Donation Rollup - Last Donation Date (npo02__LastCloseDate__c). Add a formula field on Contact, named ‘Donation Recency’ with formula: TODAY()- npo02__LastCloseDate__c.

In Bundle

Contact: Donor Profile

Fields

Fields	Value
Label	`Contact Donation Recency`
sObject	`Contact`
Field	`Donor Recency`
Description

Extensions

Fields	Value
Displays
Label	`Contact Donation Recency-- last 6 months`
Indicator Item Extension Name	`Contact_Donation_Recency_last_6_months`
Priority	`1`
Active	`true`
Minimum ( >= )	`1.00`
Maximum ( < )	`183.000`
Description
Static Text	`#`
Hover Text	`Recency - Last 6 months`
Icon Value	`standard:portal`
Image

Fields	Value
displays
Label	`Contact Donation Recency-- 6 - 18 months`
Indicator Item Extension Name	`Contact_Donation_Recency_6_18_months`
Priority	`2`
Active	`true`
Minimum ( >= )	`183.000`
Maximum ( < )	`549.000`
Description
Static Text	`##`
Hover Text	`Recency - Last 18 months`
Icon Value	`standard:performance`
Image

Fields	Value
displays
Label	`Contact Donation Recency-- 18+ months`
Indicator Item Extension Name	`Contact_Donation_Recency_18_months`
Priority	`3`
Active	`true`
Minimum ( >= )	`549.000`
Maximum ( < )
Description
Static Text	`###`
Hover Text	`Recency - Over 18 months ago`
Icon Value	`standard:thanks`
Image

Contributed By

Vicky McLaren, VickyMcL