One wrinkle here is how we handle DAF contacts once we are counting the soft-credited donations to the individuals. In this case, we want the segment and status to live on the individual contact and not the DAF. To investigate if it is practical to not set segment and status for any DAF contacts who have a relationship and/or soft-credit to an individual, while still setting segment and status for DAF contacts who don't have an individual related. This may rely on relationships existing, to investigate practicality.

Thanks Lars, this is definitely a concern we are glad you are looking into. Can you let us know if you need input from us on this as you investigate?

@AFowler-WMF Will do.

Hi @Lars , please let @AFowler-WMF & @RLewis know if you need their input on the above!

Question from me: Will the MGFE fields also be implemented by July 1st?

@NNgu-WMF Given we only have a month left in the fiscal year, my focus is to get the segments and the four statuses sorted out, as well as Years consecutive because it depends on the fiscal year. Other fields will be tackled in the new year.