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rommel.ngo

rommel.ngo

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Features:

Account statistic does not identify legal credit of contacts.

Contact gift statistics split according to GRC records Legal Credit Percentage and computed on Funds Received figures

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Additional statistics available not found on Account (still based on GRC LC %)

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Recalculate button to refresh data just for one contact. No need to wait for batch job

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New Fields

Field Label

API Name

Description

Help Text

Total Legal Credit

Usyd_Total_Credit_Amount__c

This stores the sum of all Gift recognition credits related to the Contact

This stores the sum of all received funds from transactions related to the Gift recognition credits of the Contact.

  • value = txn amount * gift % (in which txns are filtered by: funds received flag true and amount is greater than 0)

  • calculations are done in a scheduled basis

Largest Legal Credit

Usyd_Largest_Legal_Credit__c

This stores the Largest Legal Credit of all Gift recognition credits related to the Contact

This stores the largest received funds from transactions related to the Gift recognition credits of the Contact.

  • value = largest amount in txns * gift % (txns are filtered by: funds received flag true and amount is greater than 0)

  • calculations are done in a scheduled basis

Most Recent Legal Credit Amount

Usyd_Most_Recent_Legal_Credit_Amount__c

Most Recent Legal Credit Amount

This stores the amount given based on the most recent transaction related to the Gift recognition credits of the Contact.

  • value = most recent transaction amount

  • calculations are done in a scheduled basis

Most Recent Legal Credit Date

Usyd_Most_Recent_Legal_Credit_Date__c

This stores the most recent credit date based on transactions related to the Gift recognition credits of the Contact.

  • value = most recent transaction

  • calculations are done in a scheduled basis

Average Legal Credit

Usyd_Average_Legal_Credit__c

This stores the average Legal Credit of all Gift recognition credits related to the Contact

This stores the average amount of all received funds from transactions related to the Gift recognition credits of the Contact.

  • value = Total Amount / No of Txn's (in which txns are filtered by: funds received flag true and amount is greater than 0)

  • calculations are done in a scheduled basis

Most Recent Legal Credit Campaign

Usyd_Most_Recent_Legal_Credit_Campaign__c

This stores the campaign of the most recent transaction related to the Gift recognition credits of the Contact.

  • value = campaign of the most recent transaction

  • calculations are done in a scheduled basis

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