In monday crm, am using a mirrored column from Donations to Donors for the Date of Last Donation. I am using a formula to calculate the days since last donation and assigning the donor to be “active”, “lapsed” or “inactive” based on the date since last donation. I would like to to email me or some type of alert when this changes so I can contact the donor. For example, when a donor moves from “active” to “lapsed” I would like to know. Because of the mirrored column and the formula, I can’t figure out a way to automate this.
Any suggestions? How do others keep track of donor status when mirroring from donations? I feel like this should be a built in function - Donation is entered and linked to a donor. Donor status changes based on the last donation date. Alert is given.
Thanks!