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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

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

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

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Just like that of the Account’s, the values are actual field on Contacts

are

and are reportable

New Fields

Field Label

API Name

Description

Help Text

Total Legal Credit

Usyd_Total_Credit_Amount__c

This stores the sum of all funds received transactions based on LC % on GRC record

This stores the sum of all funds received transactions based on LC % on GRC record

  • Value = Σ of Transaction Amount * GRC LC % (where Transaction records have having Funds Received Flag is set to true and Amount is greater than 0)

  • Refreshed on Nightly Job that picks up all transactions(regardless of type i.e. void) for the day for all contacts

Largest Legal Credit

Usyd_Largest_Legal_Credit__c

This stores the Largest Amount of all funds received Transactions based on LC % on GRC record

This stores the Largest Amount of all funds received Transactions based on LC % on GRC record

  • Value= Takes the Largest Amount of all Transaction records * GRC LC % (where Transaction records have having the Funds Received Flag is set to true and Amount is greater than 0)

  • Refreshed on Nightly Job that picks up all transactions(regardless of type i.e. void) for the day for all contacts

Most Recent Legal Credit Amount

Usyd_Most_Recent_Legal_Credit_Amount__c

This stores the Most Recent funds received Transactions based on LC % on GRC record

This stores the Most Recent funds received Transactions based on LC % on GRC record

  • Value = Most recent Transaction Amount * GRC LC % (where Transaction records have having the Funds Received Flag is set to true and Amount is greater than 0)

  • Refreshed on Nightly Job that picks up all transactions(regardless of type i.e. void) for the day for all contacts

Most Recent Legal Credit Date

Usyd_Most_Recent_Legal_Credit_Date__c

The date for the Most Recent Legal Credit Amount

The date for the Most Recent Legal Credit Amount

  • Value = date of the most recent Transaction (where Transaction records have Funds having the Funds Received Flag is set to true and Amount is greater than 0)

  • Refreshed on Nightly Job that picks up all transactions(regardless of type i.e. void) for the day for all contacts

Average Legal Credit

Usyd_Average_Legal_Credit__c

This stores the average of all funds received Transactions based on LC % on GRC record

This stores the average of all funds received Transactions based on LC % on GRC record

  • Value = Σ of Transaction Amount * GRC LC % / # of Transactions (where Transaction records have having the Funds Received Flag is set to true and Amount is greater than 0)

  • Refreshed on Nightly Job that picks up all transactions(regardless of type i.e. void) for the day for all contacts

Most Recent Legal Credit Campaign

Usyd_Most_Recent_Legal_Credit_Campaign__c

The campaign on the Most Recent funds received Transaction based on LC % on GRC record

The campaign on the Most Recent funds received Transaction based on LC % on GRC record

  • Value = Campaign of the most recent Transaction (where Transaction records have Funds Received Flag is set to true and Amount is greater than 0)

  • Refreshed on Nightly Job that picks up all transactions(regardless of type i.e. void) for the day for all contacts

Total Years given

Usyd_Total_Years_Given__c

Consecutive years given

Usyd_Consecutive_Years__c

Open Opportunities

Open Pledge

Total Giving Influence

New Lighting web component on Contact Page

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