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Improve visibility of a donor's audience segment status on the donor record home screen in Civi
Open, Needs TriagePublic

Description

To facilitate ease for donor relations in quickly identifying the donor's eligibility for being sent to the donor portal, the donor's audience segment status should be moved to a place it can be seen at a glance in Civi.

Event Timeline

KHill-WMF renamed this task from Improve visibility of a donor's audience segment status on the donor record home screen to Improve visibility of a donor's audience segment status on the donor record home screen in Civi.Mar 3 2026, 4:17 PM

@KHill-WMF I have discussed this issue with DR and we moved the block that contains this data to a more visible location on the contact summary for the DR view. We discussed that going further than that would be a more significant project that should be done as part of a bigger refresh of this page.

Is the request from DR or other depts? We may need to update views for others if so. Otherwise, maybe we should close this in favour of the bigger refresh.

Request came as a result of discussions regarding facilitating donor portal roll out via Donor Relations, so I'd say it's a Donor Portal-related request, rather than a donor relations specific request. And I hear the concerns on future work, hopeful there's a way to facilitate easy access.

AKanji-WMF subscribed.

Could facilitate this as part of a larger Contact Summary refresh.