I have a field TagsFundraising containing a check box set (see below).
top donor: anyone who's donated $500 or more in any given year or has given any amount for 5 years or more.
active donor: anyone who has donated in the last 4 years.
lapsed donor: anyone who has donated previous to the last 4 years.
prospect donor: anyone that has provided their contact info but has never donated.
business donor: any company donating in the company name.
I would like to add these tags to a contact automatically using calculations from related records. How can I add and remove values to a contacts TagsFundraising field?
Joe has made one donation of $500 and has a lapsed membership.
Joe's TagsFundraising field would contain: top donor ¶ active donor ¶ member (lapsed)
Susy donated in 2002.
Susy's TagsFundraising field would contain: lapsed donor
Susy recently donated $5 in her company's name and bought a membership.
Susy's TagsFundraising field would contain: business donor ¶ member (active)