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

Contact: Donor Profile

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