Field Label | API Name | Description | Help Text |
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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 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
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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 having the Funds Received Flag 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
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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 having the Funds Received Flag 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
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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 having the Funds Received Flag 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
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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 having the Funds Received Flag 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
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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
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Total Years given | Usyd_Total_Years_Given__c | Count of number of calendar years the donor has given in total since the first gift. | The Total number of years funds received Transaction based on LC % on GRC record Value = Count of each year 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
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Consecutive years given | Usyd_Consecutive_Years__c | Count of number of years given from current year backwards consecutively Case A: 2022 yes = 1 count 2021 yes = 1 count + 1 = 2 consecutive …and so on Case B: 2022 no = 0 count 2021 yes = 1 count 2020 yes = 1 count + 1 = 2 consecutive …and so on Case C: 2022 No gift = 0 count 2021 No gift = 0 count 2019 yes = 0 count .. and so on | Count of number of years given from current year backwards consecutively for funds received Transaction based on LC % on GRC record Value = Count of each year Transaction (where Transaction records have Funds Received Flag is set to true and Amount is greater than 0) from current year backwards consecutively Refreshed on Nightly Job that picks up all transactions(regardless of type i.e. void) for the day for all contacts
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Open Opportunities | Status |
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| colour | Green |
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| title | AQ Existing field |
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| AQB__TotalAccountOpenOpportunities__c | Open Opportunities on account | |
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Open Pledge | Usyd_Open_Pledge_Amount__c | Pledge balances based on LC% | Pledge balances based on LC% Value =Σ of Transaction Balance * GRC LC % (where Transaction records have Funds Received Flag is set to true and Amount is greater than 0) from current year backwards consecutively Refreshed on Nightly Job that picks up all transactions(regardless of type i.e. void) for the day for all contacts
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Recurring Gifts | Usyd_Recurring_Gift__c | The number of recurring gifts whose status are either active, under investigation, pending review which should be linked to a pledge linked to the contact. | Pledge balances based on LC% Value = # of Recurring Gifts linked to a pledge(linked to the Contact whose status is Active, Under Investigation, or Pending Review) Refreshed on Nightly Job that picks up all transactions(regardless of type i.e. void) for the day for all contacts
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Total Giving Influence | Usyd_Total_Giving_Influence__c | Same as Total Legal Credit but based on GRC% instead of LC% + Soft Credits | Same as Total Legal Credit but based on GRC% instead of LC% + Soft Credits Value = Σ of Transaction Amount * GRC GRC% (where Transaction records have having Funds Received Flag set to true and Amount is greater than 0) + Soft Credits to the Account Refreshed on Nightly Job that picks up all transactions(regardless of type i.e. void) for the day for all contacts
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