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Quick question — can we add a custom field for "research interest" to the donor records before next week? Our scientific advisory board wants to segment outreach by disease focus area.
Yes, easy add — we'll roll it into the Salesforce phase 2 work and have it live by Friday. Want to draft 5–6 starting categories or should we suggest some based on your existing donor notes?
Suggest some — you've seen the data more than I have lately. Anything obvious from the notes is fine.
Custom field is live with 6 starter categories: clinical research, patient advocacy, policy, biomarkers, long covid, pediatric ME/CFS. Take a look at this week's report — the new segmentation drove the 2.4x outreach lift.
One more — what's the plan for the Q3 reporting dashboard? Our board meets May 12 and they'll want the rollup numbers.