The snapshot section contains dynamically updated tiles. These tiles show actionable and historical information about your organization's engagement with the contact. If the contact is a member of a household, the snapshot also lists information for the household members.
Each opportunity associated with the contact appears, listed in reverse chronological order. An opportunity can be a gift, a solicitation, or a grant. An opportunity provides a way to track an ask or larger gift from a donor.
To create a new opportunity, select Add to Opportunity.
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Each contact opportunity has a summary tile unless it's a recurring gift that's canceled. The summary tile looks like this:
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Field | Description |
In Solicitation | The workflow stage of the opportunity. The name of each stage in the opportunity workflow is based on the organization’s preferences. |
Days in Solicitation | The number of days the opportunity has been in this stage. |
Potential Amount | The amount or ask associated with the opportunity. |
Each opportunity also has a details tile:
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Field | Description |
RECURRING GIFT | Displays the most recently created payment schedule. Next is the next date the payment schedule will attempt to charge the payment method on file. Last is the date of the last attempt of the payment schedule to charge the payment method on file. The recurring amount appears below these dates. If the payment schedule is canceled, this tile displays that status. Updates in real time. |
LAST GIFT AMOUNT | Displays the most recently completed transaction, including the date and amount. Updates in real time. |
LIFETIME GIVING | Displays the date of the most recent donation, and a five-year total of all completed transactions, the balance owing on donor commitments, and completed event registration packages directly received from the contact. Excludes soft credits. This data updates in 30 minutes or less. |
INFLUENCED | Displays a count of soft credits and their cumulative value associated with the contact. Updates in real time. |
LAST GIVING CHANNEL | Displays the channel most recently used by this contact for a transaction. Updates in real time. |
MEMBERSHIP | Displays information from the contact's primary membership, and the end date if applicable. Updates in real time. |