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Object: AQB__KeyContact__c

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Object: AQB__KeyContact__c

Fields

Name

Label

Type

Description

Name

Label

Type

Description

Id

Record ID

ID

 

IsDeleted

Deleted

CHECKBOX

 

Name

Key Contact Number

AUTO NUMBER

 

CreatedDate

Created Date

DATETIME

 

CreatedById

Created By ID

LOOKUP

 

LastModifiedDate

Last Modified Date

DATETIME

 

LastModifiedById

Last Modified By ID

LOOKUP

 

SystemModstamp

System Modstamp

DATETIME

 

LastActivityDate

Last Activity Date

DATE

 

AQB__RelatedChartofAccountItem__c

Related Chart of Account Item

MASTER-DETAIL

 

AQB__Account__c

Account

LOOKUP

 

AQB__ContactId__c

Contact

LOOKUP

The contact for this Key Contact.

AQB__EndDate__c

End Date

DATE

 

AQB__LevelofAnonmity__c

Level of Anonymity

PICKLIST

 

AQB__Note__c

Note

TEXT(255)

 

AQB__OwnerUnit__c

Owner Unit

PICKLIST

Designates the Unit of the User that created this record. This field is intended for use in creating Sharing Rules for the purpose of controlling access to the record.

AQB__Role__c

Role

PICKLIST

 

AQB__SortName__c

Sort Name

FORMULA (TEXT)(1300)

 

AQB__StartDate__c

Start Date

DATE

 

aqcv_conversionid__c

aqcv conversionid

TEXT(255)

Unique id

AQB__EngagementScoreCategory__c

Engagement Score Category

PICKLIST

Identifies the category group the engagement score will be totaled in to.

AQB__EngagementScoreOverride__c

Engagement Score Override

CHECKBOX

This field will be used to change the value of the score manually to a value that does not meet the criteria of the defined rule within the Engagement Score parameter.

AQB__EngagementScore__c

Engagement Score

NUMBER(4,0)

This field holds the score value associated with an override.

Triggers

Name

Label

Name

Label

KeyContactTrigger

AQB.KeyContactTrigger

Fields Details

Name

Id

Label

Record ID

Type

ID

Required

Yes

Name

IsDeleted

Label

Deleted

Type

CHECKBOX

Required

Yes

Default value

false

Name

Name

Label

Key Contact Number

Type

AUTO NUMBER

Required

Yes

Name

CreatedDate

Label

Created Date

Type

DATETIME

Required

Yes

Name

CreatedById

Label

Created By ID

Type

LOOKUP

Foreign key

Yes

Required

Yes

Name

LastModifiedDate

Label

Last Modified Date

Type

DATETIME

Required

Yes

Name

LastModifiedById

Label

Last Modified By ID

Type

LOOKUP

Foreign key

Yes

Required

Yes

Name

SystemModstamp

Label

System Modstamp

Type

DATETIME

Required

Yes

Name

LastActivityDate

Label

Last Activity Date

Type

DATE

Name

AQB__RelatedChartofAccountItem__c

Label

Related Chart of Account Item

Type

MASTER-DETAIL

Foreign key

Yes

Required

Yes

Help Text

The Chart of Account item for which this is a key contact.

Name

AQB__Account__c

Label

Account

Type

LOOKUP

Foreign key

Yes

Help Text

The Account for this Contact.

Name

AQB__ContactId__c

Label

Contact

Type

LOOKUP

Foreign key

Yes

Help Text

The contact for this Key Contact.

Description

The contact for this Key Contact.

Name

AQB__EndDate__c

Label

End Date

Type

DATE

Help Text

End date a a Key Contact.

Name

AQB__LevelofAnonmity__c

Label

Level of Anonymity

Type

PICKLIST

Help Text

The level at which key contact information can be disclosed about this contact on this designation.

Picklist values

None
Partially Anonymous
Totally Anonymous

Name

AQB__Note__c

Label

Note

Type

TEXT(255)

Help Text

Note concerning this Key Contact.

Name

AQB__OwnerUnit__c

Label

Owner Unit

Type

PICKLIST

Help Text

Designates the Unit of the User that created this record. This field is intended for use in creating Sharing Rules for the purpose of controlling access to the record.

Picklist values

Advancement Services
Alumni and Supporter Relations
Development
Prospect Development

Description

Designates the Unit of the User that created this record. This field is intended for use in creating Sharing Rules for the purpose of controlling access to the record.

Name

AQB__Role__c

Label

Role

Type

PICKLIST

Help Text

The relationship of this contact to the Award.

Picklist values

Principal Donor
Reporting Contact
Honorary
Financial Advisor
Campus PI
Fund Manager
Chief Investigator
Lead Academic

Name

AQB__SortName__c

Label

Sort Name

Type

FORMULA (TEXT)(1300)

Help Text

Contact name formatted as 'Last Name" + ", " + "First Name" to be used for sorting purposes.

Name

AQB__StartDate__c

Label

Start Date

Type

DATE

Help Text

Start date as a Key Contact.

Name

aqcv_conversionid__c

Label

aqcv conversionid

Type

TEXT(255)

Unique

Yes

Description

Unique id

Name

AQB__EngagementScoreCategory__c

Label

Engagement Score Category

Type

PICKLIST

Help Text

If using the override option, the appropriate engagement score category will be stored in this field.

Picklist values

Communications
Experiential
Philanthropic
Volunteer

Description

Identifies the category group the engagement score will be totaled in to.

Name

AQB__EngagementScoreOverride__c

Label

Engagement Score Override

Type

CHECKBOX

Required

Yes

Help Text

If a manual update is needed for the Engagement Score value that is outside the parameters of the rule defined, the Engagement Score Override can be used. Marking the override checkbox, selecting the corresponding category will allow the user to manually override the "Engagement Score" field.

Default value

false

Description

This field will be used to change the value of the score manually to a value that does not meet the criteria of the defined rule within the Engagement Score parameter.

Name

AQB__EngagementScore__c

Label

Engagement Score

Type

NUMBER(4,0)

Help Text

When completing an Engagement Score override users will select the category, check the override box, and fill the engagement score field value to the desired score value. All three fields will need to be placed on the desired object.

Description

This field holds the score value associated with an override.

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