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Ever since I was introduced to the DLRS tool, I’ve been amazed by the countless use cases for it. I finally created a step-by-step tutorial on how to install and use DLRS here: https://youtu.be/sjRlou2-N6I

 

I also put together 8 frequently used DLRS definitions for Nonprofit Admins which you can download here: https://tinyurl.com/nonprofit-dlrs

 

Rollups include:

1. Last Touchpoint Date

2. Last Campaign Responded

3. Number of Campaigns Responded

4. Number of overdue tasks (Account)

5. All the Years a Donor Donated

6. First Campaign Responded

7. Number of Campaigns Responded Last Year (or any other number of days)

8. Number of overdue tasks (Contact)

youtu.be

5 comments
  1. Feb 18, 2020, 10:49 AM

    Thanks James for the feedback! Great points. I will include these in the accompanying blog post as well as in the description of the video!

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