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Object: AQB__PMTeam__c

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Object: AQB__PMTeam__c

Fields

Name

Label

Type

Description

Name

Label

Type

Description

Id

Record ID

ID

 

OwnerId

Owner ID

LOOKUP

 

IsDeleted

Deleted

CHECKBOX

 

Name

PM Team 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__AccountId__c

Account

LOOKUP

The account for this Relationship Management Team.

AQB__Active__c

Active

FORMULA (CHECKBOX)

 

AQB__EndDate__c

End Date

DATE

 

AQB__GiftCredit__c

Gift Credit

PERCENT(3,0)

 

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__Role__c

Role

PICKLIST

 

AQB__StartDate__c

Start Date

DATE

 

AQB__User__c

User

LOOKUP

 

aqcv_conversionid__c

aqcv conversionid

TEXT(255)

Unique id

Is_this_you__c

Is this you?

FORMULA (NUMBER)(18,0)

 

USYD_Active_Primary_Manager__c

Active Primary Manager

FORMULA (TEXT)(1300)

Captures ID of account if Active Primary Manager

USYD_Unique_Identifier__c

Unique Identifier

TEXT(50)

Captures ID of account if Active Primary Manager

Validation rules

Name

Label

Name

Label

End_date_must_follow_start_date

End_date_must_follow_start_date

Triggers

Name

Label

Name

Label

PMTeamTrigger

AQB.PMTeamTrigger

Usyd_PMTeam_BeforeInsert

Usyd_PMTeam_BeforeInsert

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

PM Team 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__AccountId__c

Label

Account

Type

LOOKUP

Foreign key

Yes

Help Text

The account for this Relationship Management Team.

Description

The account for this Relationship Management Team.

Name

AQB__Active__c

Label

Active

Type

FORMULA (CHECKBOX)

Required

Yes

Name

AQB__EndDate__c

Label

End Date

Type

DATE

Help Text

The date that the User ended this role on this Prospect Management Team for this Account.

Name

AQB__GiftCredit__c

Label

Gift Credit

Type

PERCENT(3,0)

Help Text

The percent of credit that this user will receive for gifts made by this Account.

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

Required

Yes

Help Text

The role fulfilled by the User for this Prospect Management Team.

Picklist values

Alumni Relationship Manager
Canvassing Manager
Committee Manager
Department
Faculty
Foundation
Grateful Patient Referee Manager
Individual stewardship report
Primary Manager
Project-based stewardship report
Qualification Manager
Relationship Lead
Secondary Manager
Secondary Solicitor
Senate Member
Stewardship Manager
Volunteer

Name

AQB__StartDate__c

Label

Start Date

Type

DATE

Help Text

The date that the User started this role on this Prospect Management Team for this Account.

Name

AQB__User__c

Label

User

Type

LOOKUP

Foreign key

Yes

Help Text

The User at the institution who fulfills a roll on this Prospect Management Team.

Name

aqcv_conversionid__c

Label

aqcv conversionid

Type

TEXT(255)

Unique

Yes

Description

Unique id

Name

Is_this_you__c

Label

Is this you?

Type

FORMULA (NUMBER)(18,0)

Name

USYD_Active_Primary_Manager__c

Label

Active Primary Manager

Type

FORMULA (TEXT)(1300)

Help Text

Captures ID of account if Active Primary Manager

Description

Captures ID of account if Active Primary Manager

Name

USYD_Unique_Identifier__c

Label

Unique Identifier

Type

TEXT(50)

Unique

Yes

Help Text

Captures ID of account if Active Primary Manager

Description

Captures ID of account if Active Primary Manager

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