Content Comparison

Contact

Lost

Lost: a contact who does not have any active modes of contact (excludes LinkedIn URL)

https://sydneyuni-adv.lightning.force.com/lightning/setup/ObjectManager/Contact/FieldsAndRelationships/00N4a000000W1yD/view

Official USyd definition of “Lost Contact” : Strict - All fields in all the contact methods must be blank, (as opposed to incomplete addresses where some fields are blank and make the contact uncontactable).

IF(
AND(
ISBLANK( Phone ),
ISBLANK( MobilePhone ),
ISBLANK( HomePhone ),
ISBLANK( AQB__BusinessPhone__c ),
ISBLANK( AQB__MobileWork__c ),
ISBLANK( AssistantPhone ),
ISBLANK( Fax ),
ISBLANK( OtherPhone ),
ISBLANK( Email ),
ISBLANK( AQB__PersonalEmail__c ),
ISBLANK( AQB__BusinessEmail__c ),
ISBLANK( AQB__SchoolEmail__c ),
ISBLANK( USYD_Best_Contact_Email__c ),
ISBLANK( AQB__OtherEmail__c ),
ISBLANK( AQB__BusinessAddress__c ),
ISBLANK( USYD_Contact_Mailing_Street__c ),
ISBLANK( USYD_Contact_Mailing_City__c ),
ISBLANK( USYD_Contact_Mailing_State__c ),
ISBLANK( USYD_Contact_Mailing_Zip_Postal_Code__c ),
ISBLANK( USYD_Contact_Mailing_Country__c ),
ISBLANK( OtherStreet ),
ISBLANK( OtherCity ),
ISBLANK( OtherState ),
ISBLANK( OtherPostalCode ),
ISBLANK( OtherCountry )
),
TRUE,
FALSE
)

•  Data Dictionary approve “Lost” logic AlainGasquet , 10 Feb 2023
•  Data Dictionary approve “Lost” logic Miranda Adams , 10 Feb 2023
•  Data Dictionary approve “Lost” logic jessica.wood , 10 Feb 2023
•  Data Dictionary approve “Lost” logic apirami.kumaradevan, 10 Feb 2023
•  Data Dictionary approve “Lost” logic Polina Nikulina, 10 Feb 2023

Reports

Contactable Alumni Report

https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000KIfiEAG/view?queryScope=userFolders

Official report in the Executive folder

Total Alumni minus:

• Deceased Alumni,

• Lost - i.e. all contact method fields isnull

• Do Not Contact / Do Not Call / Do Not Mail

• Mailing Address Status = Inactive, Partial Address, Return to Sender

•  Data Dictionary approve “Contactable Alumni Report” logic AlainGasquet , 10 Feb 2023
•  Data Dictionary approve “Contactable Alumni Report” logic Miranda Adams , 10 Feb 2023
•  Data Dictionary approve “Contactable Alumni Report” logic jessica.wood , 10 Feb 2023
•  Data Dictionary approve “Contactable Alumni Report” logic apirami.kumaradevan , 10 Feb 2023
•  Data Dictionary approve “Contactable Alumni Report” logic Polina Nikulina , 10 Feb 2023

Contact

Alternate ID’s (Nonunique Alternative id)

Store Student, Staff, Seymore Centre, etc ID’s

Values are captured in field Nonunique Alternative id (Not Alternative Id’s)

• All Contact Type ‘Alumni’, ‘Graduant’, ‘Student’ should have Student ID’s,

• All Contact Type ‘Staff’ should have Staff ID’s,

• Student id must = 9 Characters

• Contact Type = Alumni, Graduant, Student, then Nonunique Alternative id cannot be NULL

•  Data Dictionary approve “Alternate ID’s” logic AlainGasquet , 24 Feb 2023
•  Data Dictionary approve “Alternate ID’s” logic Miranda Adams , 24 Feb 2023
•  Data Dictionary approve “Alternate ID’s” logic jessica.wood , 24 Feb 2023
•  Data Dictionary approve “Alternate ID’s” logic apirami.kumaradevan , 24 Feb 2023
•  Data Dictionary approve “Alternate ID’s” logic Polina Nikulina , 24 Feb 2023

Account Create

New Account Entry

Utility to create account and contact.

AQ Managed - Can only use for household records / Cant use for organizational records - Cant restrict

Account

Account Name

Account Name

•  AVE-105 Household Account Name , Need to decide future structure, 28 Feb 2023

Account

Account Mailing Address

AVE-107 Address Management

AVE-107 Address Management,

Account Mailing Address Formatting:

Aust Post Mailing format:

• Country -> Capitalized - Need it - to excluded via formula in mailing

• State → Capitalized - Abbreviated,

• Aperture DS Format

Account

RFM

A star is awarded for each of the following five conditions: having a giving record, having a pending opportunity, having a largest gift over a defined amount, having a total amount of giving over a defined amount, and having made a payment this year.

Not used (See if can be removed from layout)

Account

Most Recent Gift/Pledge Date

The date of the most recent gift.

Pulling any gift / pledge - does it do soft credits? Hard vs Soft Credits - includes soft credits

Account

Account Type

A picklist of the highest level categorization of this Account. The category can be further described in the Secondary Type field.

Account

Account Phone

Account Phone = Home Phone

Mobile Phone = Individual Phone

Account

Is Active Prospect?

Checkbox, Describes whether a prospect is active or Inactive. For example, inactive in case of deceased.

Account

Prospect Manager

The Prospect Manager for this Account.

Lightning Contact Utilities

Join

Lightning Contact Utilities

Separate

Lightning Contact Utilities

Decease

Contact

Salutation

Title

Affinaquest Salutations Derivation

Contact

Name

Name

Contact

Contact Types

AVE-16 Contact Types

Contact

Contact

Contact

Contact

Transaction

Acknowledgement

Transaction

COA DFN

look up from COA

Transaction

COA code

look up from COA

Transaction

COA designation

look up from COA

Transaction

COA School/Unit

Used for receipting purpose

look up from COA

Transaction

Designation

The entry in the Chart of Accounts to which the donor wishes this Transaction to be deposited

look up from COA