Groundwire/GWBase — Issue #24: Prospect Level field on Contact: remove or make flexible
Author: mscholtz
Created: 2011-11-15 02:36:16+00:00
State: open
Labels: Low

the field Prospect Level on Contact in GWBase is a formula that is hard coded to return a value (Donor/Major Donor/etc) based on hard coded criteria (total lifetime giving, giving last year & current yr, etc.) The criteria is very specific and not likely to apply to many clients.

This field should either be removed (hidden in the DOT, renamed w "Deprecated" in the name), or should be changed to rely on settings and/or code. It's hard to imagine a series of settings that would cover the necessary breadth of options that might be needed here, but we could probably cover an acceptable range of options, understanding that some clients would still need custom logic using a different field.

As it is, I have hidden this field for every client I've worked with since it was put into the DOT.