Contact Membership Status
This indicator shows a different colour icon depending on the Membership Status of the Contact. Based on a new field added to the Contact record - 'Membership Status'. Add your own business logic (rollup, formula, flows) to populate this field from the opportunities object, Membership record type. Does not display if Membership Status is blank.
| Fields | Value |
|---|---|
| Label | Contact Membership Status |
| sObject | Contact |
| Field | Membership Status |
| Description |
| Fields | Value |
|---|---|
| Displays |  |
| Label | Contact Membership Status - Current |
| Indicator Item Extension Name | Contact_Membership_Status_Current |
| Priority | 1 |
| Active | true |
| Minimum ( >= ) | |
| Maximum ( < ) | |
| Contains Text | Current |
| Description | |
| Static Text | |
| Hover Text | Membership - Current |
| Icon Value | |
| Image | https://login.salesforce.com/logos/Custom/Handshake_Green/logo.png |
| Fields | Value |
|---|---|
| Displays |  |
| Label | Contact RD Status - Lapsed |
| Indicator Item Extension Name | Contact Membership Status - Lapse |
| Priority | 2 |
| Active | true |
| Minimum ( >= ) | |
| Maximum ( < ) | |
| Contains Text | Lapsed |
| Description | |
| Static Text | |
| Hover Text | Membership - Lapsed |
| Icon Value | |
| Image | https://login.salesforce.com/logos/Custom/Handshake_Blue/logo.png |
Vicky McLaren, VickyMcL