We have a text string field on account that is updated by DLRS as follows. We use that to generate text fields helpful in maintaining our account donor bonus stars and useful for finding people who ...
Automatic Assessment Tool Pilot
We also provided a flow when a new assessment is created with the Auto First in Period type with a positive date span. We can analyze an initial assessment for a client by setting the type to auto-earliest, ...
Program Client Assessment Manual Tool
We provided a flow which can be run by a user to select a template and a client and then run all the elements assigning a rating to each assessment element. This is a “manual assessment” on a particular ...
Program Client Assessment Framework
We added several objects to support Assessments, primarily for client assessments but potentially for more. First we created a template object. They mostly hold the name and description. If heavily ...
Making your own Smart Call to Action Field for Emails
We added a single rich text field to the contact called Calls to Action. It is intended to be merged into outbound marketing communications. The rich text field was made available to custom report types. ...
Spring 21 Release Decisions
Top Ten Features
Terry reviewed and published the most exciting updates in early January based on the preliminary release notes. Now he reviewed them on Feb 27 2021 and recorded any necessary maintenance decisions here ...
Years Donated
This idea came from a fellow MVP, if I recall right. It’s a great hack to get a string of donor years onto your account so that you can search in listview or reports for donors from particular years ...