Contact Donation Recency
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.
| Fields | Value |
|---|---|
| Label | Contact Donation Recency |
| sObject | Contact |
| Field | Donor Recency |
| Description |
| 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 |
Vicky McLaren, VickyMcL