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Object: AQB__GiftCredit__c
- praveen.sampath
Analytics
Fields
Name | Label | Type | Description |
|---|---|---|---|
Id | Record ID | ID |
|
OwnerId | Owner ID | LOOKUP |
|
IsDeleted | Deleted | CHECKBOX |
|
Name | Gift Credit 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 |
|
LastViewedDate | Last Viewed Date | DATETIME |
|
LastReferencedDate | Last Referenced Date | DATETIME |
|
AQB__Alert__c | Alert | TEXT AREA (LONG)(4000) |
|
AQB__Anonymous__c | Anonymous | CHECKBOX |
|
AQB__CampaignFund__c | Fundraising Campaign | LOOKUP |
|
AQB__ContactId__c | Contact Credited | LOOKUP | The contact for this Gift Recognition Credit. |
AQB__CreditedOpportunity__c | Credited Opportunity | LOOKUP |
|
AQB__DonorAccount__c | Donor Account | LOOKUP | Account of originator of gift. |
AQB__GiftDate__c | Gift Date | DATE |
|
AQB__GiftDescription__c | Gift Description | TEXT AREA (LONG)(2000) |
|
AQB__GiftId__c | Originating Gift | LOOKUP |
|
AQB__Gift_Recognition_Credit_Count__c | Gift Recognition Credit Count | FORMULA (NUMBER)(18,0) |
|
AQB__IsProcessed__c | IsProcessed | FORMULA (CHECKBOX) |
|
AQB__Matched__c | Matched? | CHECKBOX |
|
AQB__MatchingGiftPaymentsDue__c | Deprecated Matching Gift Payments Due | CURRENCY(9,2) |
|
AQB__MatchingGiftPaymentsMade__c | Deprecated Matching Gift Payments Made | CURRENCY(9,2) |
|
AQB__NextPledgeDueDate__c | Next Pledge Due Date | DATE |
|
AQB__NumberOfGiftCreditsAwarded__c | Number of Gift Credits Awarded | NUMBER(2,0) |
|
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__Payments__c | Payments | CURRENCY(9,2) |
|
AQB__PledgeBalanceConditional__c | Deprecated Pledge Balance - Conditional | CURRENCY(9,2) |
|
AQB__PledgeBalanceTotal__c | Pledge Balance - Total | CURRENCY(9,2) |
|
AQB__PledgeBalanceUnconditional__c | Deprecated Pledge Balance-Unconditional | CURRENCY(9,2) |
|
AQB__PrimaryGiftCreditAmount__c | Legal Credit Amount | CURRENCY(9,2) | The amount of the legal recognition based on the Payments field on the gift. The Payments field is the sum of all transactions with a type of Payment, Void, Pledge Payment, Matching Pledge Payment, Grant Payment. It is calculated by multiplying the Payment amount with the the legal credit percentage. This represents the financial amount for the contact and will include only the amount that has been paid on a pledge. |
AQB__PrimaryGiftRecognitionCreditPercent__c | Legal Credit % | PERCENT(3,2) | The percent used to calculate the amount of the legal gift recognition amount based on the amount of the gift. This percentage is defaulted from the corresponding field on the contact record. |
AQB__ProportionalGiftCredit__c | Proportional Gift Credit | CHECKBOX |
|
AQB__RestrictedTotal__c | Deprecated Restricted | CURRENCY(9,2) |
|
AQB__SecondaryGiftCreditAmount__c | Gift Recognition Credit Amount | CURRENCY(9,2) | The amount of the gift recognition amount based on the amount of the gift. This is calculated by multiplying the total gift amount with the the gift recognition percentage. This represents the reporting amount for the contact. |
AQB__SecondaryGiftRecognitionCreditPercent__c | Gift Recognition Credit % | PERCENT(3,2) | The percent used to calculate the amount of the gift recognition amount based on the amount of the gift. This percentage is defaulted from the corresponding field on the contact record. |
AQB__Signator__c | Signator | CHECKBOX |
|
AQB__StatusAbr__c | Status | FORMULA (TEXT)(1300) |
|
AQB__Status__c | Status | FORMULA (TEXT)(1300) |
|
AQB__TotalRecognitionCredit__c | Total Recognition Credit | CURRENCY(9,2) | The currency sum of all recognition credits attributed to this contact. |
AQB__UnrestrictedTotal__c | Deprecated Unrestricted | CURRENCY(9,2) |
|
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. |
Usyd_GRC_Contact_Types__c | GRC Contact Types | FORMULA (TEXT)(1300) |
|
Validation rules
Name | Label |
|---|---|
Primary_Credit_Cannot_Exceed_100 | Primary_Credit_Cannot_Exceed_100 |
Primary_GRC_Cannot_Exceed_Secondary_GRC | Primary_GRC_Cannot_Exceed_Secondary_GRC |
Primary_and_Secondary_Credit_Exceed_100 | Primary_and_Secondary_Credit_Exceed_100 |
Secondary_Credit_Cannot_Exceed_100 | Secondary_Credit_Cannot_Exceed_100 |
Triggers
Name | Label |
|---|---|
GiftCreditTrigger | AQB.GiftCreditTrigger |
UpdateGDD | UpdateGDD |
Fields Details
Name | Id |
Label | Record ID |
Type | ID |
Required | Yes |
Name | OwnerId |
Label | Owner ID |
Type | LOOKUP |
Foreign key | Yes |
Required | Yes |
Name | IsDeleted |
Label | Deleted |
Type | CHECKBOX |
Required | Yes |
Default value | false |
Name | Name |
Label | Gift Credit 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 | LastViewedDate |
Label | Last Viewed Date |
Type | DATETIME |
Name | LastReferencedDate |
Label | Last Referenced Date |
Type | DATETIME |
Name | AQB__Alert__c |
Label | Alert |
Type | TEXT AREA (LONG)(4000) |
Help Text | An alert that should display whenever the Gift Recognition Credit is displayed. |
Name | AQB__Anonymous__c |
Label | Anonymous |
Type | CHECKBOX |
Required | Yes |
Default value | false |
Name | AQB__CampaignFund__c |
Label | Fundraising Campaign |
Type | LOOKUP |
Foreign key | Yes |
Name | AQB__ContactId__c |
Label | Contact Credited |
Type | LOOKUP |
Foreign key | Yes |
Help Text | The contact for this Gift Recognition Credit. |
Description | The contact for this Gift Recognition Credit. |
Name | AQB__CreditedOpportunity__c |
Label | Credited Opportunity |
Type | LOOKUP |
Foreign key | Yes |
Name | AQB__DonorAccount__c |
Label | Donor Account |
Type | LOOKUP |
Foreign key | Yes |
Description | Account of originator of gift. |
Name | AQB__GiftDate__c |
Label | Gift Date |
Type | DATE |
Required | Yes |
Name | AQB__GiftDescription__c |
Label | Gift Description |
Type | TEXT AREA (LONG)(2000) |
Name | AQB__GiftId__c |
Label | Originating Gift |
Type | LOOKUP |
Foreign key | Yes |
Required | Yes |
Name | AQB__Gift_Recognition_Credit_Count__c |
Label | Gift Recognition Credit Count |
Type | FORMULA (NUMBER)(18,0) |
Help Text | Using to count the number of gift recognition credits. |
Name | AQB__IsProcessed__c |
Label | IsProcessed |
Type | FORMULA (CHECKBOX) |
Required | Yes |
Name | AQB__Matched__c |
Label | Matched? |
Type | CHECKBOX |
Required | Yes |
Default value | false |
Name | AQB__MatchingGiftPaymentsDue__c |
Label | Deprecated Matching Gift Payments Due |
Type | CURRENCY(9,2) |
Default value | 0 |
Name | AQB__MatchingGiftPaymentsMade__c |
Label | Deprecated Matching Gift Payments Made |
Type | CURRENCY(9,2) |
Default value | 0 |
Name | AQB__NextPledgeDueDate__c |
Label | Next Pledge Due Date |
Type | DATE |
Name | AQB__NumberOfGiftCreditsAwarded__c |
Label | Number of Gift Credits Awarded |
Type | NUMBER(2,0) |
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 |
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__Payments__c |
Label | Payments |
Type | CURRENCY(9,2) |
Default value | 0 |
Name | AQB__PledgeBalanceConditional__c |
Label | Deprecated Pledge Balance - Conditional |
Type | CURRENCY(9,2) |
Default value | 0 |
Name | AQB__PledgeBalanceTotal__c |
Label | Pledge Balance - Total |
Type | CURRENCY(9,2) |
Default value | 0 |
Name | AQB__PledgeBalanceUnconditional__c |
Label | Deprecated Pledge Balance-Unconditional |
Type | CURRENCY(9,2) |
Default value | 0 |
Name | AQB__PrimaryGiftCreditAmount__c |
Label | Legal Credit Amount |
Type | CURRENCY(9,2) |
Help Text | The amount of the legal recognition based on the amount of the gift. This is calculated by multiplying the total gift amount with the the legal credit percentage. This represents the financial amount for the contact. |
Description | The amount of the legal recognition based on the Payments field on the gift. The Payments field is the sum of all transactions with a type of Payment, Void, Pledge Payment, Matching Pledge Payment, Grant Payment. It is calculated by multiplying the Payment amount with the the legal credit percentage. This represents the financial amount for the contact and will include only the amount that has been paid on a pledge. |
Name | AQB__PrimaryGiftRecognitionCreditPercent__c |
Label | Legal Credit % |
Type | PERCENT(3,2) |
Help Text | The percent used to calculate the amount of the legal gift recognition amount based on the amount of the gift. This percentage is defaulted from the corresponding field on the contact record. |
Description | The percent used to calculate the amount of the legal gift recognition amount based on the amount of the gift. This percentage is defaulted from the corresponding field on the contact record. |
Name | AQB__ProportionalGiftCredit__c |
Label | Proportional Gift Credit |
Type | CHECKBOX |
Required | Yes |
Default value | false |
Name | AQB__RestrictedTotal__c |
Label | Deprecated Restricted |
Type | CURRENCY(9,2) |
Default value | 0 |
Name | AQB__SecondaryGiftCreditAmount__c |
Label | Gift Recognition Credit Amount |
Type | CURRENCY(9,2) |
Help Text | The amount of the gift recognition amount based on the amount of the gift. This is calculated by multiplying the total gift amount with the the gift recogniation percentage. This represents the reporting amount for the contact. |
Description | The amount of the gift recognition amount based on the amount of the gift. This is calculated by multiplying the total gift amount with the the gift recognition percentage. This represents the reporting amount for the contact. |
Name | AQB__SecondaryGiftRecognitionCreditPercent__c |
Label | Gift Recognition Credit % |
Type | PERCENT(3,2) |
Help Text | The percent used to calculate the amount of the gift recognition amount based on the amount of the gift. This percentage is defaulted from the corresponding field on the contact record. |
Description | The percent used to calculate the amount of the gift recognition amount based on the amount of the gift. This percentage is defaulted from the corresponding field on the contact record. |
Name | AQB__Signator__c |
Label | Signator |
Type | CHECKBOX |
Required | Yes |
Default value | false |
Name | AQB__StatusAbr__c |
Label | Status |
Type | FORMULA (TEXT)(1300) |
Name | AQB__Status__c |
Label | Status |
Type | FORMULA (TEXT)(1300) |
Name | AQB__TotalRecognitionCredit__c |
Label | Total Recognition Credit |
Type | CURRENCY(9,2) |
Help Text | The currency sum of all recognition credits attributed to this contact. |
Default value | 0 |
Description | The currency sum of all recognition credits attributed to this contact. |
Name | AQB__UnrestrictedTotal__c |
Label | Deprecated Unrestricted |
Type | CURRENCY(9,2) |
Default value | 0 |
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 |
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. |
Name | Usyd_GRC_Contact_Types__c |
Label | GRC Contact Types |
Type | FORMULA (TEXT)(1300) |