While running the Update Donor Statistics command, Access Charity CRM will assign a role based on a set of criteria.
These checks are performed in order and the first valid check will assign a role to the contact in question. These checks are:
If the contact record is a prospect they are automatically marked as 'Major' unless the prospect status is marked otherwise within the ProspectStatus lookup.
If a contact has no donations at all, and are either marked as deceased or older than the date defined by the LapsedDonorThreshold library definition, they are marked as 'Non Donor'.
If a contact has not donated again within a certain amount of time, defined by the LapsedDonorThreshold library definition, then they are marked as 'Lapsed'.
If a contact has not donated at all, but the time specified by the LapsedDonorThreshold library definition has not yet passed, they are marked as 'Acquisition'.
If a contact has donated and meets the monetary threshold defined by the MajorDonorThreshold library definition, they will be marked as 'Major'.
If a contact has only donated once or twice, they are marked as 'Activation'.
If a contact has donated more than two times, they are marked as 'Repeat'.
Otherwise, the field will be left blank, however there should never be a circumstance where this happens.