Contact - Regular Donor Status
Description
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.
In Bundle
Fields
| Fields | Value | |———–|———–| |Label|Contact Donation Frequency| |sObject|Contact| |Field|Regular Donor Status| |Description|
Extensions
| 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 |
Contributed By
Vicky McLaren, VickyMcL