Contact - Membership Status

Description

This indicator shows a different colour icon depending on the Membership Status of the Contact. Based on a new field added to the Contact record - ‘Membership Status’. Add your own business logic (rollup, formula, flows) to populate this field from the opportunities object, Membership record type. Does not display if Membership Status is blank.

In Bundle

Contact: Donor Profile

Fields

Fields	Value
Label	`Contact Membership Status`
sObject	`Contact`
Field	`Membership Status`
Description

Extensions

Fields	Value
Displays
Label	`Contact Membership Status - Current`
Indicator Item Extension Name	`Contact_Membership_Status_Current`
Priority	`1`
Active	`true`
Minimum ( >= )
Maximum ( < )
Contains Text	`Current`
Description
Static Text
Hover Text	`Membership - Current`
Icon Value
Image	`https://login.salesforce.com/logos/Custom/Handshake_Green/logo.png`

Fields	Value
Displays
Label	`Contact RD Status - Lapsed`
Indicator Item Extension Name	`Contact Membership Status - Lapse`
Priority	`2`
Active	`true`
Minimum ( >= )
Maximum ( < )
Contains Text	`Lapsed`
Description
Static Text
Hover Text	`Membership - Lapsed`
Icon Value
Image	`https://login.salesforce.com/logos/Custom/Handshake_Blue/logo.png`

Contributed By

Vicky McLaren, VickyMcL