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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

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

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

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

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

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

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

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

AQB__TotalAccountOpenOpportunities__c

Open Opportunities on account

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)

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

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

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