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New Account (Household) Page Layout for ASR users
- Miranda Adams
Account Details |
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Account Name | Ms Jessica Wood and Mr Peter Wilson | Prospect Manager | Narina Janian | Deleted:
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Account ID | A0000000213 | Account Name Override | <blank> | |
Primary Contact | Ms Jessica Wood | Account Record Type | Household | |
Secondary Contact | Mr Peter Wilson | Description |
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Prospect and Stewardship Information |
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Is Active Prospect? | No | Prospect Status | <blank> |
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Overall Account Capacity | 2 | Total Count of Opportunities | 1 |
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Overall Account Readiness | 4 | Prospect Start Date | 1/2/2022 |
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Overall Account Rating Date | 21/11/2022 | Stewardship Level | Outside of Tiered Stewardship Strategy |
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Last Activity Report |
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User Initiated Special Handling |
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Do Not Mail | o | Do Not Contact | o |
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Do Not Solicit | o |
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Advancement Initiated Handling |
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Special Category | Hoc Mai Donor | Alert | This account contains Hoc Mai only Donors |
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Receipting Alert | <Blank> |
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Account Names and Overrides |
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Account Greeting | Ms Wood and Mr Wilson | Account Greeting Override | <blank> |
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Account Formal Salutation CREATE FIELD | Ms Wood and Mr Wilson | Account Mailing Name | <blank> |
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Account Informal Salutation CREATE FIELD | Jessica and Peter |
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Household Phone and Email |
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Phone | <blank> | <blank> |
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Current Mailing Address |
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Mailing Name Line One | <blank> | Mailing Name Line One Override | <blank> | Deleted Mailing Address County Seasonal Start Date Seasonal Stop Date |
Mailing Name Line Two | <blank> | Mailing Name Line Two Override | <blank> | |
Mailing Address Status | Active | Mailing Address Type | Home Address | |
Account Mailing Address | 6/22 Dewberry Close, Menai, NSW, 2234 | International Address | o | |
Mailing Address Note | <blank> | RTS Reason | <blank> |
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Mailing Address Link | <blank> | Seasonal Start Date |
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Mailing Lists for This Account | <blank> | Seasonal Stop Date
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Permanent Address |
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Permanent Address Street |
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Permanent Address City |
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Permanent Address State/Province |
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Permanent Add Zip/Postal Code |
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Permanent Address Country |
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Permanent Address County |
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Permanent Address Note |
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Giving Summary Fields |
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Total Funds Raised | $4,000 | Total Pledge Balance | $2000 |
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Total Funds Received | $2,000 | Oldest Pledge Payment Due Date | <blank> |
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Total Gifts & Pledges | $4,000 | Largest Gift/Pledge Designation | Hoc Mai Designation |
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Largest Gift/Pledge Amount | $800 | Total Open Opportunities | 0 |
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Largest Gift/Pledge Date | 31/1/2022 | Consecutive Years Given | 2 |
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Total Years Given | 2 |
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Most Recent Gift/Pledge |
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Most Recent Gift/Pledge | $200 | Most Recent Gift/Pledge Amount | $200 |
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Most Recent Gift/Pledge Date | 30/6/2022 | Most Recent Gift/Pledge Balance | $0 |
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Most Recent Gift/Pledge Fundraising Campaign | 2022 Fundraising Campaign |
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Most Recent Pledge Payment |
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Most Recent Pledge Payment | <record number> | Most Recent Pledge Payment Amount |
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Most Recent Pledge Payment Due |
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Most Recent Pledge Payment Campaign |
| Most Recent Payment Fundraising Campaign |
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Most Recent Pledge Payment Designation |
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First Gift/Pledge |
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First Gift/Pledge |
| First Gift/Pledge Amount |
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First Gift/Pledge Date |
| First Gift/Pledge Balance |
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First Gift/Pledge Fundraising Campaign |
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Gift Processing Options IS THIS USED BY ADVANCEMENT? |
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Default Gift Designation |
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Default Campaign Appeal |
| Default Anonymity Level |
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Default Acknowledgement Type |
| Reject Quid Pro Quos |
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Default Gift Description |
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Wealth Estimate IS THIS USED BY ADVANCEMENT? |
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Wealth Estimate |
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Wealth Estimate Source |
| Rating |
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Wealth Estimate Date |
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Salesforce Information |
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Pledge Status |
| VSE Category | Alumni |
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Next Step |
| Account Owner | House Account |
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Legacy Account Number |
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System Information |
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Parent Account |
| Last Modified By |
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Created By |
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| ACQV CONVERSIONID |
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