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Contact Donation Frequency
tschug edited this page Oct 30, 2023
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1 revision
This Indicator shows a different colour icon depending on the number of donations made by the Contact in the last N days. Based on the NPSP Donation Rollup - Number of Donations Last N Days. In this recipe N has been set to 1095 days to represent the last 3 years. Go To NPSP Donation Rollups Settings to manage the 'Number of Donations Last N Days' rollup.
Fields | Value |
---|---|
Label | Contact Donation Frequency |
sObject | Contact |
Field | Number of Gifts Last N Days |
Description |
Fields | Value |
---|---|
Displays | ![]() |
Label | Contact Total No Gifts--12+ |
Indicator Item Extension Name | Contact_Total_No_Gifts_12 |
Priority | 1 |
Active | true |
Minimum ( >= ) | 12.000 |
Maximum ( < ) | |
Description | |
Static Text | III |
Hover Text | Frequency - High |
Icon Value | standard:portal |
Image |
Fields | Value |
---|---|
displays | ![]() |
Label | Contact Total No Gifts--6-12 |
Indicator Item Extension Name | Contact_Total_No_Gifts_6_12 |
Priority | 2 |
Active | true |
Minimum ( >= ) | 6.000 |
Maximum ( < ) | 12.000 |
Description | |
Static Text | II |
Hover Text | Frequency - Medium |
Icon Value | standard:merge |
Image |
Fields | Value |
---|---|
displays | ![]() |
Label | Contact Total No Gifts--1-6 |
Indicator Item Extension Name | Contact_Total_No_Gifts_1_6 |
Priority | 3 |
Active | true |
Minimum ( >= ) | 1.000 |
Maximum ( < ) | 6.000 |
Description | |
Static Text | I |
Hover Text | Frequency - Low |
Icon Value | standard:thanks |
Image |
Vicky McLaren, VickyMcL