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Changes Proposed on Consolidated Receipt

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  1. So that we don’t pull in multiple GRC records into two rows we Show this step's records in 2 column blocks

  2. Will have to update the Calculated Step fields

    1. Email Priority
      Gift Recognition Credit. bcecomes Gift Recognition Credit 1.

      {!Gift Recognition Credit 1.Contact Credited.Best Contact Email} ? {!Gift Recognition Credit 1.Contact Credited.Best Contact Email} : ({!Gift Recognition Credit 1.Donor Account.Email} ? {!Gift Recognition Credit 1.Donor Account.Email} : "")

    2. LC-S

      ({!Gift Recognition Credit 1.Gift Recognition Credit.Legal Credit %}== 100) && ((({!Account.Secondary Contact.Name}+{!Account.Secondary Contact.Best Contact Email})==({!Gift Recognition Credit 1.Contact Credited.Name}+{!Gift Recognition Credit 1.Contact Credited.Best Contact Email})) || ({!Account.Secondary Contact.Name}=={!Gift Recognition Credit 1.Contact Credited.Name})) ? "S" : ""

    3. LC-P

      ({!Gift Recognition Credit 1.Gift Recognition Credit.Legal Credit %}==100) && ((({!Account.Primary Contact.Name}+{!Account.Primary Contact.Best Contact Email})==({!Gift Recognition Credit 1.Contact Credited.Name}+{!Gift Recognition Credit 1.Contact Credited.Best Contact Email})) || ({!Account.Primary Contact.Name}=={!Gift Recognition Credit 1.Contact Credited.Name})) ? "P" : ""

    4. LC Both Same Last Name

    5. LC Both Different Last Name

    6. Salutation

      ({!Account.Account.Account Type} == "Household" && ({!Gift Recognition Credit 1.Gift Recognition Credit.Legal Credit %} == 100) ? {!Gift Recognition Credit 1.Contact Credited.Salutation}+" "+{!Gift Recognition Credit 1.Contact Credited.Last Name} : ({!Account.Account.Account Type} == "Household" && ({!Gift Recognition Credit 1.Gift Recognition Credit.Legal Credit %} < 100) && ({!Account.Primary Contact.Last Name}=={!Account.Secondary Contact.Last Name}) ?  ({!Account.Primary Contact.Salutation}+" and "+{!Account.Secondary Contact.Salutation}+" "+{!Account.Primary Contact.Last Name}) : ({!Account.Account.Account Type} == "Household" && ({!Gift Recognition Credit 1.Gift Recognition Credit.Legal Credit %} < 100) && ({!Account.Primary Contact.Last Name}!={!Account.Secondary Contact.Last Name}) ? ({!Account.Primary Contact.Salutation}+" "+{!Account.Primary Contact.Last Name}+" and "+{!Account.Secondary Contact.Salutation}+" "+{!Account.Primary Contact.Last Name}):"Sir/Madam")))

    7. Salutation - Java

      (function () {
    
	// define all  merge fields to be used as variables for shorter reference
	var accountType = {!Account.Account.Account Type};
    var grclc1 = {!Gift Recognition Credit 1.Gift Recognition Credit.Legal Credit %};
	var grclc2 = {!Gift Recognition Credit 2.Gift Recognition Credit.Legal Credit %};
	
	var grc1Contact = {!Gift Recognition Credit 1.Gift Recognition Credit.Contact Credited} ? {!Gift Recognition Credit 1.Gift Recognition Credit.Contact Credited} : "";
	var grc1ConactFN = {!Gift Recognition Credit 1.Contact Credited.First Name} ? {!Gift Recognition Credit 1.Contact Credited.First Name} : "";
	var grc1ConactLN = {!Gift Recognition Credit 1.Contact Credited.Last Name} ? {!Gift Recognition Credit 1.Contact Credited.Last Name} : "";
	var grc1ConactSal = {!Gift Recognition Credit 1.Contact Credited.Salutation} ? {!Gift Recognition Credit 1.Contact Credited.Salutation} : "";
	
	var grc2Contact = {!Gift Recognition Credit 2.Gift Recognition Credit.Contact Credited} ? {!Gift Recognition Credit 2.Gift Recognition Credit.Contact Credited} : "";
	var grc2ConactFN = {!Gift Recognition Credit 2.Contact Credited.First Name} ? {!Gift Recognition Credit 2.Contact Credited.First Name} : "";
	var grc2ConactLN = {!Gift Recognition Credit 2.Contact Credited.Last Name} ? {!Gift Recognition Credit 2.Contact Credited.Last Name} : "";
	var grc2ConactSal = {!Gift Recognition Credit 2.Contact Credited.Salutation} ? {!Gift Recognition Credit 2.Contact Credited.Salutation} : "";
    
		
    var PContact 	= {!Account.Account.Primary Contact} ? {!Account.Account.Primary Contact} : "";
	var Psalutation = {!Account.Primary Contact.Salutation} ? {!Account.Primary Contact.Salutation} : "";
	var PFirstName 	= {!Account.Primary Contact.First Name} ? {!Account.Primary Contact.First Name} : "";
	var PLastName 	= {!Account.Primary Contact.Last Name} ? {!Account.Primary Contact.Last Name} : "";
	
    var SContact 	= {!Account.Account.Secondary Contact} ? {!Account.Account.Secondary Contact} : "";
    var Ssalutation = {!Account.Secondary Contact.Salutation} ? {!Account.Secondary Contact.Salutation} : "";
	var SLastName 	= {!Account.Secondary Contact.Last Name} ? {!Account.Secondary Contact.Last Name} : "";
    var SFirstName 	= {!Account.Secondary Contact.First Name} ? {!Account.Secondary Contact.First Name} : "";
	
    
    var careof = {!Account.Account.Receipting Care of} ? {!Account.Account.Receipting Care of} : "";
    var method = 0;
	
/* 	var PstandaloneSal = {!Contact Primary.Salutation Link.Standalone Salutation};
	var SstandaloneSal = {!Contact Secondary.Salutation Link.Standalone Salutation};
	
	// if standalone salutation, don't print the names
	if (PstandaloneSal) {
		PLastName = "";
		PFirstName = "";
	}
	
	// if standalone salutation, don't print the names
	if (SstandaloneSal) {
		SLastName = "";
		SFirstName = "";
	} */
    
    if (grclc1 == 100) {
		if (grc1Contact == PContact) {
			// only one contact gets legal credit, we get the first GRC record and the credit contact of that GRC Record
			PLastName = PLastName;
			PFirstName = PFirstName;
			Psalutation = Psalutation;
        }
		if (grc1Contact == SContact) {
			// only one contact gets legal credit, we get the first GRC record and the credit contact of that GRC Record
			PLastName = SLastName;
			PFirstName = SFirstName;
			Psalutation = Ssalutation;
        }
		
/* 		// if standalone salutation, don't print the names
		if (PstandaloneSal) {
			PLastName = "";
			PFirstName = "";
		} */
 
		// second contact is blank
		Ssalutation = "";
       
        SLastName = "";
        SFirstName = "";
    }
	
    if (grclc2 == 100) {
		if (grc2Contact == PContact) {
			// only one contact gets legal credit, we get the first GRC record and the credit contact of that GRC Record
			PLastName = PLastName;
			PFirstName = PFirstName;
			Psalutation = Psalutation;
        }
		if (grc2Contact == SContact) {
			// only one contact gets legal credit, we get the first GRC record and the credit contact of that GRC Record
			PLastName = SLastName;
			PFirstName = SFirstName;
			Psalutation = Ssalutation;
        }
		
/* 		// if standalone salutation, don't print the names
		if (PstandaloneSal) {
			PLastName = "";
			PFirstName = "";
		} */
 
		// second contact is blank
		Ssalutation = "";
       
        SLastName = "";
        SFirstName = "";
    }

    
    // if no salutation to either of the two contacts, set the Method : use first name or Supporter
	if ((PLastName != "" && Psalutation == "") || (SLastName != "" && Ssalutation == "")){
        if (PFirstName != "" && PFirstName.length > 1 && SFirstName == ""){ // one contact, first name is not one character, 
            method = 1; // use first name
        } else if (PFirstName != "" && PFirstName.length > 1 && SFirstName != "" && SFirstName.length > 1){ // two contacts, first name is not one character
            method = 1; // use first name for both contacts
        } else {
            method = 2; // no salutation and no first name, use Dear Supporter
        }
    }
    
	
	// Household and two contact same surname - Dear Mr Ryan and Mrs Francesca Bryant
    if ((accountType == 'Household') && (grclc1 < 100 && grclc1 > 0) && (PLastName == SLastName)) {
            switch(method){    
                case 1: // Dear Ryan and Francesca Bryant
                    return (PFirstName + " " + "and" + " " + SFirstName + " " + SLastName);
                    break;
                case 2: // Dear Supporter
                    return ("Supporter");
                    break;
                default: // Dear Mr and Mrs Bryant or Dear Chancellor and Mrs Bryant
                    return (Psalutation + " " + "and" + " " + Ssalutation + " " + SLastName);
                
            }
            
    // Household and two contact different surname - Dear Mr Ryan Bryant and Mrs Francesca Parkes
    } else if ((accountType == 'Household') && (grclc1 < 100 && grclc1 > 0) &&  (PLastName != SLastName)) {
                switch(method){
                    case 1: // Dear Ryan and Francesca
                        return (PFirstName + " " + "and" + " " + SFirstName);
                        break;
                    case 2: // Dear Supporter
                        return ("Supporter");
                        break;
                    default: // Dear Mr Bryant and Mrs Parkes or Dear Chancellor and Mrs Parkes
                        return (Psalutation + " " + PLastName + " " + "and" + " " + Ssalutation + " " + SLastName);
                }
				
			// Not Household with careof
            } else if ((accountType != 'Household') && (careof)){
                    return ({!Account.Account.Receipting Care of});                        
                } else if ((accountType != 'Household')){
                            return ("Sir/ Madam");
                } else if ((grclc1 == 100 || grclc2 == 100)){ // Household and only one LC
              
                        switch(method){    
                            case 1: // Dear Ryan
                                return (PFirstName);
                                break;
                            case 2: // Dear Supporter
                                return ("Supporter");
                                break;
                            default: // Dear Mr Bryant or Dear Chancellor
                                return (Psalutation + " " + PLastName);
                        }                        
                } else {
                    return "";
                }
})()

    8. To support standalone salutation TAPSS-913 - Getting issue details... STATUS


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