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Object: Account

Attention: Confluence is not suitable for the storage of highly confidential data. Please ensure that any data classified as Highly Protected is stored using a more secure platform.
If you have any questions, please refer to the University's data classification guide or contact ict.askcyber@sydney.edu.au

Object: Account

Fields

Name

Label

Type

Description

Name

Label

Type

Description

Id

Account ID

ID

 

IsDeleted

Deleted

CHECKBOX

 

MasterRecordId

Master Record ID

LOOKUP

 

Name

Account Name

TEXT(255)

 

Type

Account Type

PICKLIST

 

RecordTypeId

Record Type ID

LOOKUP

 

ParentId

Parent Account ID

LOOKUP

 

BillingStreet

Account Mailing Street

TEXT AREA(255)

 

BillingCity

Account Mailing City

TEXT(40)

 

BillingState

Account Mailing State/Province

TEXT(80)

 

BillingPostalCode

Account Mailing ZIP/Postal Code

TEXT(20)

 

BillingCountry

Account Mailing Country

TEXT(80)

 

BillingLatitude

Account Mailing Latitude

NUMBER(3,15)

 

BillingLongitude

Account Mailing Longitude

NUMBER(3,15)

 

BillingGeocodeAccuracy

Billing Geocode Accuracy

PICKLIST

 

BillingAddress

Account Mailing Address

AUTO NUMBER

 

ShippingStreet

Matching Gift Street

TEXT AREA(255)

 

ShippingCity

Matching Gift City

TEXT(40)

 

ShippingState

Matching Gift State/Province

TEXT(80)

 

ShippingPostalCode

Matching Gift ZIP/Postal Code

TEXT(20)

 

ShippingCountry

Matching Gift Country

TEXT(80)

 

ShippingLatitude

Matching Gift Latitude

NUMBER(3,15)

 

ShippingLongitude

Matching Gift Longitude

NUMBER(3,15)

 

ShippingGeocodeAccuracy

Shipping Geocode Accuracy

PICKLIST

 

ShippingAddress

Matching Gift Address

AUTO NUMBER

 

Phone

Account Phone

PHONE

 

Fax

Account Fax

PHONE

 

AccountNumber

Legacy Account Number

TEXT(40)

 

Website

Website

URL

 

PhotoUrl

Photo URL

URL

 

Sic

SIC Code

TEXT(20)

 

Industry

Industry

PICKLIST

 

AnnualRevenue

Annual Revenue

CURRENCY(18,0)

 

NumberOfEmployees

Employees

AUTO NUMBER

 

Ownership

Ownership

PICKLIST

 

TickerSymbol

Ticker Symbol

TEXT(20)

 

Description

Account Description

TEXT AREA (LONG)(32000)

 

Rating

Account Rating

PICKLIST

 

Site

Account Site

TEXT(80)

 

OwnerId

Owner ID

LOOKUP

 

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

 

LastViewedDate

Last Viewed Date

DATETIME

 

LastReferencedDate

Last Referenced Date

DATETIME

 

IsCustomerPortal

Customer Portal Account

CHECKBOX

 

Jigsaw

Data.com Key

TEXT(20)

 

JigsawCompanyId

Jigsaw Company ID

TEXT(20)

 

AccountSource

Account Source

PICKLIST

 

SicDesc

SIC Description

TEXT(80)

 

HasPrivacyHold

Privacy Hold

CHECKBOX

 

AQB__AccountCount__c

Account Count

FORMULA (NUMBER)(18,0)

 

AQB__AccountDefaultAddressChangeFlags__c

Permanent Address Change Flags

TEXT(100)

Contains comma separated codes that specify the portion of the address that was changed or modified.

AQB__AccountDefaultAddressDistrict__c

Permanent Address District

PICKLIST

 

AQB__AccountDefaultAddressLocality__c

Permanent Address Locality

FORMULA (TEXT)(1300)

 

AQB__AccountDefaultAddressRegion__c

Permanent Address Region

PICKLIST

 

AQB__AccountDefaultAddress__c

Permanent Address

FORMULA (TEXT)(1300)

 

AQB__AccountDefaultCarrierRoute__c

Permanent Address Carrier Route

TEXT(50)

The carrier route of the account permanent address.

AQB__AccountDefaultCertifiedCityName__c

Permanent Address Certified City Name

TEXT(255)

The certified city name of the account permanent address.

AQB__AccountDefaultCertifiedStreetName__c

Permanent Address Certified Street Name

TEXT(255)

The certified street name of the account permanent address.

AQB__AccountDefaultCity__c

Permanent Address City

TEXT(255)

The city name related to the address. This name can be the preferred city name or an acceptable city name. Free text of up to 50 characters.

AQB__AccountDefaultCountryId__c

Permanet Address Country Id

TEXT(5)

The account permanent address country id. This field can be automatically populated by a third party address verification system.

AQB__AccountDefaultCountry__c

Permanent Address Country

TEXT(100)

Country for Account Default Address.

AQB__AccountDefaultCountyNumber__c

Permanent Address County Number

TEXT(10)

The county number of the account permanent address.

AQB__AccountDefaultCounty__c

Permanent Address County

TEXT(255)

The name of the geographical region within which the address is located.

AQB__AccountDefaultDPCD__c

Permanent Address DPCD

TEXT(10)

Single check digit provided by USPS.

AQB__AccountDefaultDPVFlag__c

Permanent Address DPV Flag

TEXT(10)

Single character indicating delivery point validation status, (Y) Yes, (N) No

AQB__AccountDefaultDPV__c

Permanent Address DPV

TEXT(10)

Two digit validation code provided by USPS.

AQB__AccountDefaultDeliveryPoint1__c

Permanent Address Delivery Point Code

TEXT(10)

Two digit validation code provided by USPS.

AQB__AccountDefaultDeliveryPointValidation__c

Permanent Addr Delivery Point Validation

TEXT(10)

Three digit code assigned by USPS that confirms the address can be delivered to (this code is a combination of Delivery Point Validation and Delivery Point Check Digit).

AQB__AccountDefaultFIPSStateCode__c

Permanent Address FIPS State Code

TEXT(10)

The Federal Information Processing Standard state code for the account permanent address.

AQB__AccountDefaultFlag__c

Permanent Address Flag

TEXT(10)

Mid level validation flag indicating detailed status, (E) Exact, (T) Tentative, (M) Multiple, (S) Secondary, (U) Unmatched, (F) Foreign

AQB__AccountDefaultLongitude__c

Permanent Address Longitude

TEXT(50)

Specifies the east west position of a point on the Earth's surface.

AQB__AccountDefaultNote__c

Permanent Address Note

TEXT AREA(255)

Default note to describe special characteristics of, or information about this address. For example, special directions may be needed to locate the location for a personal visit. It might also describe restrictions on the use of this address. Up to 255 characters.

AQB__AccountDefaultPhone__c

Permanent Address Phone

PHONE

Phone for permanent account address.

AQB__AccountDefaultRDI__c

Permanent Address RDI

TEXT(1)

The Residential Delivery Indicator for the account permanent address.

AQB__AccountDefaultStateId__c

Permantent Address State Id

TEXT(2)

The account permanent address state id. This field can be automatically populated by a third party address verification system.

AQB__AccountDefaultStateProvince__c

Permanent Address State/Province

TEXT(100)

The State or Province for the address. Free text of up to 80 characters.

AQB__AccountDefaultStatus__c

Permanent Address Status

PICKLIST

The Status is used to indicate whether this address is currently thought to be valid for use in mailings.

AQB__AccountDefaultStreet__c

Permanent Address Street

TEXT AREA(255)

Permanent Street Address for Account.

AQB__AccountDefaultType__c

Permanent Address Type

PICKLIST

The Type describes the nature of permanent account address, e.g. Home, Business, Vacation, Other, etc

AQB__AccountDefaultVerificationFlag__c

Permanent Address Verification Flag

TEXT(10)

The verification flag of the account permanent address.

AQB__AccountDefaultZipCode__c

Permanent Add Zip/Postal Code

TEXT(40)

The postal code for the address. Free text of up to 20 characters.

AQB__AccountDefautCertifiedStateAbbreviation__c

Permanent Address Certified State Abbr.

TEXT(100)

The certified state abbreviation of the account permanent address.

AQB__AccountDefautValidationDate__c

Permanent Address Validated On

DATETIME

The date the address was validated.

AQB__AccountExternalID__c

Account External ID

TEXT(20)

A unique Account identifier, used during the process of converting data into Affinaquest.

AQB__AccountGrouping__c

Account Grouping

FORMULA (TEXT)(1300)

 

AQB__AccountMailingStreetLineOne__c

Mailing Street Line One

FORMULA (TEXT)(1300)

 

AQB__AccountMailingStreetLineThree__c

Mailing Street Line Three

FORMULA (TEXT)(1300)

 

AQB__AccountMailingStreetLineTwo__c

Mailing Street Line Two

FORMULA (TEXT)(1300)

 

AQB__AccountNameOverride__c

Account Name Override

TEXT(255)

Use this to override any automated Account Name.

AQB__AccountPermanentAddressLineThree__c

Permanent Add Street Line Three

FORMULA (TEXT)(1300)

 

AQB__AccountSource__c

Account Source

TEXT(100)

 

AQB__AccountStatus__c

Account Status

PICKLIST

An INACTIVE account should not generally be used for mailings, campaigns, or solicitations. An account is automatically marked INACTIVE if all associated Contacts are deceased. Gifts cannot be posted to an INACTIVE account.

AQB__AccountType__c

Account Type

PICKLIST

A picklist of the highest level categorization of this Account. The category can be further described in the Secondary Type field.

AQB__AccuntDefaultLatitude__c

Permanent Address Latitude

TEXT(50)

The latitude of the account permanent address.

AQB__Alert__c

Alert

TEXT AREA (LONG)(4000)

 

AQB__BillingAddressCarrierRoute__c

Mailing Address Carrier Route

TEXT(101)

An alphanumeric code assigned to a mail delivery or collection route within a zip code.

AQB__BillingAddressCertifiedCityName__c

Mailing Address Certified City Name

TEXT(255)

The certified city name of the account mailing address.

AQB__BillingAddressCertifiedStateAbbreviation__c

Mailing Address Certified State Abbr.

TEXT(100)

The certified state abbreviation of the account mailing address.

AQB__BillingAddressCertifiedStreetName__c

Mailing Address Certified Street Name

TEXT(255)

The verified street name of the account mailing address.

AQB__BillingAddressCertifiedZipCode__c

Mailing Address Certified Zip Code

TEXT(20)

The certified zip code of the account mailing address.

AQB__BillingAddressChangeFlags__c

Mailing Address Change Flags

TEXT(100)

Contains comma separated codes that specify the portion of the address that was changed or modified.

AQB__BillingAddressCountryId__c

Mailing Address Country Id

TEXT(5)

The account mailing address country id. This field can be automatically populated by a third party address verification system.

AQB__BillingAddressCountyNumber__c

Mailing Address County ID

TEXT(10)

The account mailing address county id. This field can be automatically populated by a third party address verification system.

AQB__BillingAddressCounty__c

Mailing Address County

TEXT(255)

The name of the geographical region within which the address is located.

AQB__BillingAddressDPCD__c

Mailing Address DPCD

TEXT(10)

Single check digit provided by USPS.

AQB__BillingAddressDPVFlag__c

Mailing Address DPV Flag

TEXT(10)

Single character indicating delivery point validation status, (Y) Yes, (N) No

AQB__BillingAddressDPV__c

Mailing Address DPV

TEXT(10)

Two digit validation code provided by USPS.

AQB__BillingAddressDeliveryPoint1__c

Mailing Address Delivery Point Code

TEXT(10)

Two digit validation code provided by USPS.

AQB__BillingAddressDeliveryPointValiadtion__c

Mailing Addr Delivery Point Validation

TEXT(10)

Three digit code assigned by USPS that confirms the address can be delivered to (this code is a combination of Delivery Point Validation and Delivery Point Check Digit).

AQB__BillingAddressFlag__c

Mailing Address Flag

TEXT(10)

Mid level validation flag indicating detailed status, (E) Exact, (T) Tentative, (M) Multiple, (S) Secondary, (U) Unmatched, (F) Foreign

AQB__BillingAddressLatitude__c

Mailing Address Latitude

TEXT(50)

Specifies the north south position of a point on the Earth's surface.

AQB__BillingAddressLongitude__c

Mailing Address Longitude

TEXT(50)

Specifies the east west position of a point on the Earth's surface.

AQB__BillingAddressRDI__c

Mailing Address RDI

TEXT(3)

The Residential Delivery Indicator of the account mailing address.

AQB__BillingAddressStateFIPSCode__c

Mailing Address State FIPS Code

TEXT(10)

 

AQB__BillingAddressStateId__c

Mailing Address State Id

TEXT(2)

The account mailing address state id. This field can be automatically populated by a third party address verification system.

AQB__BillingAddressType__c

Mailing Address Type

PICKLIST

A description of the nature of the address information, such as residence, business, etc.

AQB__BillingAddressValidationDate__c

Mailing Address Validated On

DATETIME

The date the address was validated.

AQB__BillingAddressVerificationFlag__c

Mailing Address Verification Flag

TEXT(10)

High level validation flag indicating status, (V) Verified, (N) Not Verified, (O) Overridden.

AQB__BillingDistrict__c

Mailing Address District

PICKLIST

 

AQB__BillingLocality__c

Mailing Address Locality

FORMULA (TEXT)(1300)

This system-created field is an amalgamation of the City, State and Postal Code fields for this address.

AQB__BillingMailingLists__c

Mailing Lists for This Account

PICKLIST (MULTI-SELECT)

In addition to being used as the Account Preferred Mailing Address, this address is used for the specific account mailings listed here.

AQB__BillingNote__c

Mailing Address Note

TEXT AREA(255)

Use this field to attach any brief information regarding this Account Address.

AQB__BillingRegion__c

Mailing Address Region

PICKLIST

 

AQB__BillingStatus__c

Mailing Address Status

PICKLIST

A description of the validity of this address. 'Returned by the post office' is an intermediate condition indicating that it has been returned, but you may not yet wish to declare the address as 'Lost'.

AQB__BillingTimeZone__c

Mailing Address Time Zone

PICKLIST

The Time Zone for this address.

AQB__CAECategory__c

VSE Category

PICKLIST

This is the VSE Category for the Account.

AQB__Capacity__c

Overall Account Capacity

PICKLIST

An institution-defined set of values, meant to describe the amount a prospect might be able to give.

AQB__CommunicationsManaged__c

Communications Managed

PICKLIST (MULTI-SELECT)

 

AQB__ConsecutiveYearsGiven__c

Consecutive Years Given

NUMBER(3,0)

Number of Consecutive Fiscal Years this Account has given.

AQB__ContactInvolvementRating__c

Contact Involvement Rating

FORMULA (TEXT)(1300)

Shows the level of highest involvement by an Account Contact by displaying a broken link indicating a lack of involvement or one to three links indicating increasing involvement in volunteer activities, interests, or communication with the institution.

AQB__CustomerPriority__c

Customer Priority

PICKLIST

 

AQB__DefaultAcknowledgementType__c

Default Acknowledgement Type

LOOKUP

The value in this field will be assigned to the acknowledgement type field of a transaction as a gift is created. The user will have an opportunity to change the acknowledgement type for the transaction prior to saving the gift.

AQB__DefaultAnonymityLevel__c

Default Anonymity Level

PICKLIST

 

AQB__DefaultCampaignAppeal__c

Default Campaign Appeal

LOOKUP

The value in this field will be assigned to the campaign appeal field of a transaction as a gift is created. The user will have an opportunity to change the campaign appeal for the transaction prior to saving the gift.

AQB__DefaultGiftAmount__c

Default Gift Amount

CURRENCY(10,2)

The value in this field will be assigned to the amount field of a transaction as a gift is created. The user will have an opportunity to change the amount for the transaction prior to saving the gift.

AQB__DefaultGiftDescription__c

Default Gift Description

TEXT AREA (LONG)(2000)

The value in this field will be assigned to the description field of a transaction as a gift is created. The user will have an opportunity to change the description for the transaction prior to saving the gift.

AQB__DefaultGiftDistribution__c

Default Gift Designation

LOOKUP

The gift designation in this field will be assigned to the Designation field of a transaction as a gift is created. The user will have to opportunity change the designation for the transaction prior to saving the gift.

AQB__DistrictAlternate__c

District - Alternate

PICKLIST

 

AQB__DistrictIsOverridden__c

District is Overridden

CHECKBOX

Indicates that the user has overridden the district associated with the Current Mailing Address Postal Code.

AQB__District__c

District

PICKLIST

 

AQB__DivisionUnit__c

Division/Unit

PICKLIST

 

AQB__DoNotArchive__c

Do Not Archive

CHECKBOX

Indicates that the Address, Phone and/or Email should not be archived.

AQB__DoNotContact__c

Do Not Contact

CHECKBOX

Check this box to indicate that this Account wishes not to be contacted.

AQB__DoNotSolicit__c

Do Not Solicit

CHECKBOX

 

AQB__DoubletheDonationID__c

Double the Donation ID

TEXT(5)

 

AQB__EINNumber__c

EIN Number

TEXT(10)

 

AQB__Email__c

Email

EMAIL

Email address for this household.

AQB__FirstGiftPledgeAmount__c

First Gift/Pledge Amount

CURRENCY(9,2)

This is the Amount of the First Gift/Pledge on this Account

AQB__FirstGiftPledgeBalance__c

First Gift/Pledge Balance

CURRENCY(9,2)

This is the First Gift/Pledge Balance on this Account.

AQB__FirstGiftPledgeDate__c

First Gift/Pledge Date

DATE

This is the date of the First Gift/Pledge on this Account.

AQB__FirstGiftPledgeFundraisingCampaign__c

First Gift/Pledge Fundraising Campaign

TEXT(80)

This is the Fundraising Campaign of the First Gift on this Account.

AQB__FirstGiftPledge__c

First Gift/Pledge

LOOKUP

This is the First Gift/Pledge on this Account.

AQB__GiftsAreAnonymous__c

Gifts Are Anonymous

CHECKBOX

 

AQB__Giving_Interests__c

Giving Interests

PICKLIST (MULTI-SELECT)

 

AQB__GreetingOverride__c

Account Greeting Override

TEXT(200)

Use this to override any automated Account Greeting.

AQB__Greeting__c

Account Greeting

TEXT(200)

This is the greeting salutation as it might be used in a letter or email such as "Mr. Smith", "Dr. and Mr. Brown" or "Jack and Jill". This field can contain 200 characters.

AQB__InstitutionalArea1Alternate__c

Institutional Area 1 - Alternate

PICKLIST

Alternate Institutional Area 1 assigned to this account, if any.

AQB__InstitutionalArea1IsOverridden__c

Institutional Area 1 is Overridden

CHECKBOX

Indicates that the user has overridden the Institutional Area 1 associated with the Current Mailing Address Postal Code.

AQB__InstitutionalArea1__c

Institutional Area 1

PICKLIST

The Institutional Area 1 that is associated with this Account.

AQB__InstitutionalArea2Alternate__c

Institutional Area 2 - Alternate

PICKLIST

Alternate Institutional Area 2 assigned to this account, if any.

AQB__InstitutionalArea2IsOverridden__c

Institutional Area 2 is Overridden

CHECKBOX

Indicates that the user has overridden the Institutional Area 2 associated with the Current Mailing Address Postal Code.

AQB__InstitutionalArea2__c

Institutional Area 2

PICKLIST

The Institutional Area 2 that is associated with this Account.

AQB__InstitutionalArea3Alternate__c

Institutional Area 3 - Alternate

PICKLIST

Alternate Institutional Area 3 assigned to this account, if any.

AQB__InstitutionalArea3IsOverridden__c

Institutional Area 3 is Overridden

CHECKBOX

Indicates that the user has overridden the Institutional Area 3 associated with the Current Mailing Address Postal Code.

AQB__InstitutionalArea3__c

Institutional Area 3

PICKLIST

The Institutional Area 3 that is associated with this Account.

AQB__InstitutionalArea4Alternate__c

Institutional Area 4 - Alternate

PICKLIST

Alternate Institutional Area 4 assigned to this account, if any.

AQB__InstitutionalArea4IsOverridden__c

Institutional Area 4 is Overridden

CHECKBOX

Indicates that the user has overridden the Institutional Area 4 associated with the Current Mailing Address Postal Code.

AQB__InstitutionalArea4__c

Institutional Area 4

PICKLIST

The Institutional Area 4 that is associated with this Account.

AQB__InternalAcctMailStreetOne__c

Internal Acct Mail Street One

FORMULA (TEXT)(1300)

 

AQB__InternalAcctMailStreetTwo__c

Internal Acct Mail Street Two

FORMULA (TEXT)(1300)

 

AQB__InternalPermMailAddStreetOne__c

Internal Perm Mail Add Street One

FORMULA (TEXT)(1300)

 

AQB__InternalPermMailAddstreetTwo__c

Internal Perm Mail Add Street Two

FORMULA (TEXT)(1300)

 

AQB__InvolvementScore__c

Involvement Score

NUMBER(3,2)

 

AQB__Involvement__c

Involvement

FORMULA (TEXT)(1300)

A system-generated indicator of the degree of involvement of the Account with the institution, based on the Account having a Case, an Activity or a Volunteer Activity.

AQB__KPIChart1__c

KPI Chart 1

TEXT(50)

 

AQB__KPIChart2__c

KPI Chart 2

TEXT(50)

 

AQB__KPIChart3__c

KPI Chart 3

TEXT(50)

 

AQB__KPIChart4__c

KPI Chart 4

TEXT(50)

 

AQB__KPIChartSize__c

KPI Chart Size

PICKLIST

 

AQB__LargestGiftPledge__c

Largest Gift/Pledge Amount

CURRENCY(9,2)

The total amount of the largest gift/Pledge.

AQB__LinkedAddress__c

Mailing Address Link

LOOKUP

Click this link to edit the Default Address.

AQB__MailingAddressResidentIndicator__c

Mailing Address Residential Indicator

TEXT(1)

Indicates whether an address is residential (R) or business (B).

AQB__MailingNameLineTwoOverride__c

Mailing Name Line Two Override

TEXT(200)

Use this to override any automated Mailing Name Line Two.

AQB__MailingNameLineTwo__c

Mailing Name Line Two

TEXT(200)

 

AQB__MailingNameOverride__c

Mailing Name Line One Override

TEXT(200)

Use this to override any automated Mailing Name Line One.

AQB__MailingName__c

Mailing Name Line One

TEXT(200)

This field is updated via the AccountBeforeInsert trigger.

AQB__MatchesGifts__c

HEP Eligible

CHECKBOX

 

AQB__MostRecentGiftAmount__c

Most Recent Gift/Pledge Amount

CURRENCY(9,2)

 

AQB__MostRecentGiftDate__c

Most Recent Gift/Pledge Date

DATE

 

AQB__MostRecentGiftFundraisingCampaign__c

Most Recent Gift/Pledge Fundraising Camp

TEXT(80)

 

AQB__MostRecentGiftPledgeBalance__c

Most Recent Gift/Pledge Balance

CURRENCY(9,2)

 

AQB__MostRecentGiftPledge__c

Most Recent Gift/Pledge

LOOKUP

This is the link to the Most Recent Gift/Pledge

AQB__MostRecentPaymentFundraisingCampaign__c

Most Recent Payment Fundraising Campaign

TEXT(80)

The Fundraising Campaign of the most recent Pledge Payment on this Account.

AQB__MostRecentPledgePaymentAmount__c

Most Recent Pledge Payment Amount

CURRENCY(9,2)

The Amount of the Most Recent Pledge Payment on this Account.

AQB__MostRecentPledgePaymentCampaignAppeal__c

Most Recent Payment Campaign Appeal

TEXT(80)

The Most Recent Pledge Payment's Campaign Appeal.

AQB__MostRecentPledgePaymentDate__c

Most Recent Pledge Payment Date

DATE

The Date of the Most Recent Pledge Payment on this Account.

AQB__MostRecentPledgePaymentDesignation__c

Most Recent Pledge Payment Designation

TEXT(80)

The Designation of the Most Recent Pledge payment.

AQB__MostRecentPledgePaymentRecordType__c

Most Recent Pledge Payment Record Type

TEXT(30)

The Record Type of the Most Recent Pledge Payment.

AQB__MostRecentPledgePayment__c

Most Recent Pledge Payment

LOOKUP

This is the Most Recent Payment made on this Account.

AQB__NextActivityDate__c

Next Task Date

DATE

The date of the next Task planned for this Account.

AQB__NextActivity__c

Next Task

FORMULA (TEXT)(1300)

The flag indicates status of the next Task for the Account. White - no future Tasks. Green - Task due date is at least 14 days away. Yellow - Task due date is within 14 days. Red - Task is overdue.

AQB__NumberofLocations__c

Number of Locations

NUMBER(3,0)

 

AQB__OldestPledgePaymentDueDate__c

Oldest Pledge Payment Due Date

DATE

This field represents the oldest due date for any open pledges belonging to this Account.

AQB__OverallAccountRatingDate__c

Overall Account Rating Date

DATE

Date associated with the Overall Account Capacity and Overall Account Readiness.

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__PermanentAddressCertifiedZipCode__c

Permanent Address Certified Zip Code

TEXT(20)

The certified zip code of the account permanent account.

AQB__PermanentAddressCountyID__c

Permanent Address County ID

TEXT(10)

The account permanent address county id. This field can be automatically populated by a third party address verification system.

AQB__PermanentAddressResidentialInidicator__c

Permanent Address Residential Indicator

TEXT(1)

Indicates whether an address is residential (R) or business (B).

AQB__PermanentAddressStreetLineOne__c

Permanent Add Street Line One

FORMULA (TEXT)(1300)

 

AQB__PermanentAddressStreetLineTwo__c

Permanent Add Street Line Two

FORMULA (TEXT)(1300)

 

AQB__PledgeStatus__c

Pledge Status

FORMULA (TEXT)(1300)

Displays a fist for no pledge balance, one thumb up for a pledge due in the future, one thumb down for a pledge less than 30 days overdue, two thumbs down for a pledge 30 to 60 days overdue, and three thumbs down for a pledge more than 60 days overdue.

AQB__PrimaryContact__c

Primary Contact

LOOKUP

 

AQB__ProspectManager__c

Prospect Manager

LOOKUP

The Prospect Manager for this Account.

AQB__ProspectStatusDate__c

Prospect Status Date

DATE

Date this Prospect Status was assigned.

AQB__ProspectStatus__c

Prospect Status

PICKLIST

Overall status of this Account as a Prospect for Giving.

AQB__RFM__c

RFM

FORMULA (TEXT)(1300)

A star is awarded for each of the following five conditions: having a giving record, having a pending opportunity, having a largest gift over a defined amount, having a total amount of giving over a defined amount, and having made a payment this year.

AQB__Readiness__c

Overall Account Readiness

PICKLIST

An institution-defined set of values, meant to describe the preparedness of the prospect to give or the status of the prospect's cultivation.

AQB__RegionAlternate__c

Region - Alternate

PICKLIST

 

AQB__RegionIsOverridden__c

Region is Overridden

CHECKBOX

Indicates that the user has overridden the region associated with the Current Mailing Address Postal Code.

AQB__Region__c

Region

PICKLIST

 

AQB__RejectQuidProQuos__c

Reject Quid Pro Quos

CHECKBOX

 

AQB__SLAExpirationDate__c

SLA Expiration Date

DATE

 

AQB__SLASerialNumber__c

SLA Serial Number

TEXT(10)

 

AQB__SLA__c

SLA

PICKLIST

 

AQB__SeasonalStartDate__c

Seasonal Start Date

FORMULA (TEXT)(1300)

 

AQB__SeasonalStopDate__c

Seasonal Stop Date

FORMULA (TEXT)(1300)

 

AQB__SecondaryContact__c

Secondary Contact

LOOKUP

The secondary Contact for this Account.

AQB__SecondaryTypes__c

Secondary Account Types

PICKLIST (MULTI-SELECT)

A multi-select picklist allowing for the assignment of multiple secondary categorization levels for this Account. The primary category should be entered into the Type field.

AQB__Setup__c

Setup

LOOKUP

 

AQB__SharewithCommunity__c

Share with Community

CHECKBOX

 

AQB__ShippingAddressCarrierRoute__c

Matching Gift Address Carrier Route

TEXT(50)

An alphanumeric code assigned to a mail delivery or collection route within a zip code.

AQB__ShippingAddressCertifiedCityName__c

Matching Gift Add Certified City Name

TEXT(255)

The certified city name of the account Matching Gift address.

AQB__ShippingAddressCertifiedStateAbbr__c

Matching Gift Add Certified State Abbr.

TEXT(100)

The certified state abbreviation of the account Matching Gift address.

AQB__ShippingAddressCertifiedStreetName__c

Matching Gift Add Certified Street Name

TEXT(255)

The certified street name of the account Matching Gift address.

AQB__ShippingAddressCertifiedZipCode__c

Matching Gift Address Certified Zip Code

TEXT(20)

The certified zip code of the account Matching Gift address.

AQB__ShippingAddressChangeFlags__c

Matching Gift Address Change Flags

TEXT(100)

Contains comma separated codes that specify the portion of the address that was changed or modified.

AQB__ShippingAddressCountryId__c

Matching Gift Address Country ID

TEXT(5)

The account matching gift address country id. This field can be automatically populated by a third party address verification system.

AQB__ShippingAddressCountyNumber__c

Matching Gift Address County ID

TEXT(10)

The account matching gift address county id. This field can be automatically populated by a third party address verification system.

AQB__ShippingAddressCounty__c

Matching Gift Address County

TEXT(255)

The name of the geographical region within which the address is located.

AQB__ShippingAddressDPCD__c

Matching Gift Address DPCD

TEXT(10)

Single check digit provided by USPS.

AQB__ShippingAddressDPVFlag__c

Matching Gift Address DPV Flag

TEXT(10)

Single character indicating delivery point validation status, (Y) Yes, (N) No

AQB__ShippingAddressDPV__c

Matching Gift Address DPV

TEXT(10)

Two digit validation code provided by USPS.

AQB__ShippingAddressDeliveryPoint1__c

Matching Gift Addr Delivery Point Code

TEXT(10)

Two digit validation code provided by USPS.

AQB__ShippingAddressDeliveryPointValidation__c

Matching Gift Add Delivery Pt Validation

TEXT(10)

Three digit code assigned by USPS that confirms the address can be delivered to (this code is a combination of Delivery Point Validation and Delivery Point Check Digit).

AQB__ShippingAddressFIPSStateCode__c

Matching Gift Address FIPS State Code

TEXT(10)

The Federal Information Processing Standard state code of the account Matching Gift address.

AQB__ShippingAddressFlag__c

Matching Gift Address Flag

TEXT(10)

Mid level validation flag indicating detailed status, (E) Exact, (T) Tentative, (M) Multiple, (S) Secondary, (U) Unmatched, (F) Foreign

AQB__ShippingAddressLatitude__c

Matching Gift Address Latitude

TEXT(50)

Specifies the north south position of a point on the Earth's surface.

AQB__ShippingAddressLongitude__c

Matching Gift Address Longitude

TEXT(50)

Specifies the east west position of a point on the Earth's surface.

AQB__ShippingAddressRDI__c

Matching Gift Address RDI

TEXT(1)

The Residential Delivery Indicator of the account Matching Gift address.

AQB__ShippingAddressStateId__c

Matching Gift Address State Id

TEXT(2)

The account matching gift address state id. This field can be automatically populated by a third party address verification system.

AQB__ShippingAddressValidationDate__c

Matching Gift Address Validated On

DATETIME

The date the address was validated.

AQB__ShippingAddressVerificationFlag__c

Matching Gift Address Verification Flag

TEXT(10)

The verification flag for the account Matching Gift address.

AQB__ShippingNote__c

Matching Gift Address Note

TEXT(255)

Use this field to attach any brief information regarding this Matching Gift Address.

AQB__ShippingsStatus__c

Matching Gift Address Status

PICKLIST

A description of the validity of this address. 'Returned by the post office' is an intermediate condition indicating that it has been returned, but you may not yet wish to declare the address as 'Lost'.

AQB__StaffLiason__c

Staff Liaison

LOOKUP

 

AQB__SupplierIDNumber__c

Supplier ID Number

TEXT(15)

 

AQB__TotalGiftPledges__c

Total Gift & Pledges

CURRENCY(9,2)

A running total of the gifts given by this Account.

AQB__TotalPledgeBalance__c

Total Pledge Balance

CURRENCY(9,2)

The total balance of all pledges to this Account.

AQB__TotalYearsGiven__c

Total Years Given

NUMBER(3,0)

The total number of Fiscal Years this Account has given.

AQB__OpenOpps__c

Total Open Opportunities

ROLL-UP SUMMARY

The total amount of all opportunities which are not yet closed.

AQB__RecordTypeDeveloperName__c

Record Type Developer Name

FORMULA (TEXT)(1300)

The Developer Name of the Account Record Type. Primary use is for Validation Rules.

AQCV_CONVERSIONID__c

AQCV CONVERSIONID

TEXT(255)

 

USYD_Special_Category_Donor__c

Special Category Donor

FORMULA (CHECKBOX)

Indicates if the Account is only giving exclusively to Special category areas

Count__c

Count

FORMULA (NUMBER)(18,0)

The Power of One

AQC_Pledge_Status__c

Pledge Status

FORMULA (TEXT)(1300)

This is a custom version of the AQB.Pledge_Status field to act as a placeholder until it is updated.

USYD_International_Address__c

International Address?

FORMULA (CHECKBOX)

 

USyd_Account_ID__c

Account ID

AUTO NUMBER

This is another unique identifier for an account.

USYD_Gift_Count__c

Gift Count

ROLL-UP SUMMARY

Gift Count

USYD_Special_Category_Gift_Count__c

Special Category Gift Count

ROLL-UP SUMMARY

Counts of Special category gifts

USYD_Receipting_Care_of__c

Receipting Care of

TEXT(100)

This will temporarily store "Care of" data for Receipting

USYD_Do_Not_Email__c

Do Not Email

CHECKBOX

This is for Organisations/Corporations or any non-household accounts which opted out of email communication.

USYD_Do_Not_Call__c

Do Not Call

CHECKBOX

This is for Organisations/Corporations or any non-household accounts which prefer not to be called.

USYD_Receipting_Alert__c

Receipting Alert

TEXT AREA (LONG)(32768)

This will contain the alert specific for receipting

flag__c

flag

TEXT(1)

 

USYD_Backend_Gift_Count__c

Backend Gift Count

FORMULA (NUMBER)(16,2)

 

Usyd_Total_Count_of_Opportunities__c

Total Count of Opportunities

ROLL-UP SUMMARY

Total Count all opportunities regardless of stage

Usyd_Is_Prospect__c

Is Prospect

FORMULA (CHECKBOX)

If Total count of Opportunities > 0 then true, else false

USYD_Total_Funds_Raised__c

Total Funds Raised

ROLL-UP SUMMARY

Total funds raised for this account

Usyd_Is_Active_Prospect__c

Is Active Prospect?

CHECKBOX

Describes whether a prospect is active or Inactive. For example, inactive in case of deceased.

Usyd_Prospect_Start_Date__c

Prospect Start Date

DATE

 

USYD_Do_Not_Mail__c

Do Not Mail

CHECKBOX

Check this box if the account don't wish to receive postage or mail

USYD_Preferred_Account_Mailing_Address__c

Preferred Account Mailing Address

FORMULA (TEXT)(1300)

Captures Address if either or both Do Not Mail and Do Not Contact are unchecked and address is not empty.

USYD_Preferred_Email__c

Preferred Email

FORMULA (TEXT)(1300)

Captures Email if either or both Do Not Email and Do Not Contact are unchecked.

USYD_Preferred_Phone__c

Preferred Phone

FORMULA (TEXT)(1300)

Captures Phone if either or both Do Not Call and Do Not Contact are unchecked.

USYD_Total_Funds_Received__c

Total Funds Received

ROLL-UP SUMMARY

 

USYD_Special_Category__c

Special Category

PICKLIST (MULTI-SELECT)

 

AQB__LargestGiftPledgeDate__c

Largest Gift/Pledge Date

DATE

This is the Largest Gift/Pledge Date on this Account

AQB__LargestGiftPledgeId__c

Largest Gift/Pledge

LOOKUP

This is the Largest Gift/Pledge on this Account.

USYD_Last_Activity_Report__c

Last Activity Report

LOOKUP

This field captures the latest completed activity report for this account.

Usyd_Primary_contact_type__c

Primary contact type

FORMULA (TEXT)(1300)

 

Usyd_Stewardship_Level__c

Stewardship Level

PICKLIST

Tier A - $500K+ and other criteria (as agreed with PM)
Tier B - $100 - $500K Households
Tier C - Falls outside Tier A & B criteria

USyd_Contacts_Count__c

Contacts Count

NUMBER(18,0)

 

Usyd_Account_DNS_Derivation__c

Account DNS Derivation

CHECKBOX

 

USYD_Duplicate_Review_Complete__c

Duplicate Review Complete

CHECKBOX

Exclude from duplicate rule evaluation if True

USYD_Largest_Gift_Pledge_Designation__c

Largest Gift/Pledge Designation

LOOKUP

Largest Gift/Pledge Designation picked from largest transaction of the largest gift/pledge on that account.

Usyd_RTS_Reason__c

RTS Reason

PICKLIST

RTS Reason. Other will be tracked in the mailing address note field

Salesforce_ID__c

Salesforce ID (18 Digits)

FORMULA (TEXT)(1300)

 

AQB__Fee1Exception_AQ__c

Fee 1 Exception

TEXT(255)

 

AQB__Fee1ExemptReason_AQ__c

Fee 1 Exempt Reason

PICKLIST

 

AQB__Fee1Exempt_AQ__c

Fee 1 Exempt

CHECKBOX

 

AQB__Fee1SourceAccount_AQ__c

Fee 1 Source Account

TEXT(45)

 

AQB__Fee1_AQ__c

Fee 1

PERCENT(3,2)

The first fee as a percentage of the transaction amount to this Account.

AQB__Fee2Exception_AQ__c

Fee 2 Exception

TEXT(255)

 

AQB__Fee2ExemptReason_AQ__c

Fee 2 Exempt Reason

PICKLIST

 

AQB__Fee2Exempt_AQ__c

Fee 2 Exempt

CHECKBOX

 

AQB__Fee2SourceAccount_AQ__c

Fee 2 Source Account

TEXT(45)

 

AQB__Fee2_AQ__c

Fee 2

PERCENT(3,2)

The second fee as a percentage of the transaction amount to this Account.

AQB__HEPId__c

HEP Id

TEXT(10)

The ID number for this Account in the HEP database.

AQB__MostRecentTransactionAmount__c

Most Recent Transaction Amount

CURRENCY(9,2)

The Amount of the most recent Transaction, excluding Pledge Payments.

AQB__MostRecentTransactionCampaignAppeal__c

Most Recent Transaction Campaign Appeal

TEXT(80)

The Campaign Appeal of the most recent Transaction, excluding Pledge Payments.

AQB__MostRecentTransactionDate__c

Most Recent Transaction Date

DATE

The Date of the most recent Transaction, excluding Pledge Payments.

AQB__MostRecentTransactionDesignation__c

Most Recent Transaction Designation

TEXT(80)

The Designation of the most recent Transaction, excluding Pledge Payments.

AQB__MostRecentTransactionFundraisingCampaign__c

Most Recent Transaction Fundraising Camp

TEXT(80)

The Fundraising Campaign of the most recent Transaction, excluding Pledge Payments.

AQB__MostRecentTransactionRecordType__c

Most Recent Transaction Record Type

TEXT(30)

The Record Type of the most recent Transaction, excluding Pledge Payments.

AQB__MostRecentTransaction__c

Most Recent Transaction

LOOKUP

The most recent Transaction, excluding Pledge Payments.

AQB__WealthEstimateDate_AQ__c

Wealth Estimate Date

DATE

Account Wealth Estimate Date

AQB__WealthEstimate_AQ__c

Wealth Estimate

CURRENCY(18,0)

Account Wealth Estimate

AQB__CapacitySource__c

Capacity Source

PICKLIST

 

AQB__RatingSource__c

Rating Source

PICKLIST

 

AQB__WealthEstimateSource__c

Wealth Estimate Source

PICKLIST

 

USYD_CG_ACC_DPID_Location__c

Address DPID

TEXT(100)

 

caseman__MaximumClientsServed__c

Maximum Clients Served At Any Time

NUMBER(18,0)

The maximum client-serving capacity of an organization, location, or partner organization.

sumoapp__CreatedBySumo__c

Created By SUMO

CHECKBOX

 

USYD_Account_ExternalID__c

USYD Account ExternalID

TEXT(100)

 

USYD_Account_Faculty_Alias__c

Account Faculty Alias

TEXT(255)

 

USYD_Account_Faculty_Descriptipn__c

Account Faculty Descriptipn

TEXT(255)

 

Usyd_Household_Formal_Salutation__c

Household Formal Salutation

FORMULA (TEXT)(1300)

AVE-39

Usyd_Household_Informal_Salutation__c

Household Informal Salutation

FORMULA (TEXT)(1300)

AVE-39

Usyd_Household_Mailing_Name_Salutation__c

Household Mailing Name Salutation

FORMULA (TEXT)(1300)

AVE-39

bt_stripe__Active_ARR__c

Upcoming ARR

NUMBER(16,2)

Annual revenue.

bt_stripe__Active_MRR__c

Upcoming MRR

NUMBER(16,2)

Monthly revenue.

bt_stripe__Active_QRR__c

Upcoming QRR

NUMBER(16,2)

Quaterly revenue.

bt_stripe__Active_Subscription_Names__c

Active Subscription Names

TEXT AREA (LONG)(32768)

Active subscription names

bt_stripe__Create_Stripe_Customer__c

Create Stripe Customer

CHECKBOX

 

bt_stripe__Default_Payment_Method__c

Default Payment Method

LOOKUP

Latest payment method will be automatically populated, but can be updated.

bt_stripe__Historical_Account_Value__c

Historical Account Value

NUMBER(16,2)

Historical Account Value.

bt_stripe__Last_Finalized_ARR__c

Last Finalized ARR

NUMBER(16,2)

The total amount of finalized or Paid annually recurring subscription invoices.

bt_stripe__Last_Finalized_MRR__c

Last Finalized MRR

NUMBER(16,2)

The total amount of finalized or paid monthly recurring subscription invoices.

bt_stripe__Last_Finalized_QRR__c

Last Finalized QRR

NUMBER(16,2)

The total amount of finalized or Paid 'every 3 month' billing subscription invoices.

bt_stripe__Last_Finalized_Sum_All_ARR__c

Last Finalized Sum of All as ARR

NUMBER(16,2)

Sum of MRR+QRR+ARR revenue.

bt_stripe__Subscription_Status__c

Subscription Status

PICKLIST

See documentation for details.

bt_stripe__Sum_All_ARR__c

Upcoming Sum of All as ARR

NUMBER(16,2)

Sum of MRR+QRR+ARR revenue.

AQB__NumberClosedLostOpps__c

Number of Closed Lost Opportunities

ROLL-UP SUMMARY

The number of opportunities that are 'Closed Lost'.

AQB__NumberClosedWonOpps__c

Number of Closed Won Opportunities

ROLL-UP SUMMARY

The number of opportunities that are 'Closed Won'.

AQB__NumberOpenOpps__c

Number of Open Opportunities

ROLL-UP SUMMARY

The number of Opportunities that are not closed.

AQB__AccountPicture__c

Account Picture

TEXT AREA (RICH)(32768)

Picture of the Account.

AQB__RevertAddressInUseType__c

Revert Address In Use Type

TEXT(100)

The address in use type that the account's mailing address will revert to once a seasonal address expires.

USYD_Special_Category_Not_Calculated__c

Special Category Not Calculated

CHECKBOX

 

Validation rules

Name

Label

Name

Label

Account_Greeting_Length

Account_Greeting_Length

Account_Mailing_Name_Length

Account_Mailing_Name_Length

CAE_Category_on_Household_Accounts

CAE_Category_on_Household_Accounts

Canadian_Postal_Codes_in_Billing_Address

Canadian_Postal_Codes_in_Billing_Address

Canadian_Postal_Codes_in_Perm_Addres

Canadian_Postal_Codes_in_Perm_Addres

Canadian_Postal_Codes_in_Shiping_Address

Canadian_Postal_Codes_in_Shiping_Address

Name_Length

Name_Length

Primary_Contact

Primary_Contact

Secondary_Contact

Secondary_Contact

Too_Many_Acct_Mailing_Add_Street_Lines

Too_Many_Acct_Mailing_Add_Street_Lines

Too_Many_Acct_Permanent_Add_Street_Lines

Too_Many_Acct_Permanent_Add_Street_Lines

US_Postal_Codes_in_Billing_Address

US_Postal_Codes_in_Billing_Address

US_Postal_Codes_in_Permanent_Address

US_Postal_Codes_in_Permanent_Address

US_Postal_Codes_in_Shipping_Address

US_Postal_Codes_in_Shipping_Address

Valid_Canada_Prov_in_Billing_Add_Abbre

Valid_Canada_Prov_in_Billing_Add_Abbre

Valid_Canada_Prov_in_Perm_Address_Abbr

Valid_Canada_Prov_in_Perm_Address_Abbr

Valid_Canada_Prov_in_Shipping_Add_Abbre

Valid_Canada_Prov_in_Shipping_Add_Abbre

Valid_Canadian_Province_in_Billing_Add

Valid_Canadian_Province_in_Billing_Add

Valid_Canadian_Province_in_Perm_Address

Valid_Canadian_Province_in_Perm_Address

Valid_Canadian_Province_in_Shipping_Add

Valid_Canadian_Province_in_Shipping_Add

Valid_US_State_Billing_Address

Valid_US_State_Billing_Address

Valid_US_State_Billing_Address_Abbrev

Valid_US_State_Billing_Address_Abbrev

Valid_US_State_Permanent_Address

Valid_US_State_Permanent_Address

Valid_US_State_Permanent_Address_Abbrev

Valid_US_State_Permanent_Address_Abbrev

Valid_US_State_Shipping_Address

Valid_US_State_Shipping_Address

Valid_US_State_Shipping_Address_Abbrev

Valid_US_State_Shipping_Address_Abbrev

Usyd_Account_PermAddrPhone_Validation

Usyd_Account_PermAddrPhone_Validation

Usyd_Account_Phone_Validation

Usyd_Account_Phone_Validation

Prospect_manager_change

Prospect_manager_change

Madatory_Email_Phone_Address_Org_Corp

Madatory_Email_Phone_Address_Org_Corp

USYD_AccountType_TestamentaryTrust

USYD_AccountType_TestamentaryTrust

USYD_AccountType_TestamentaryTrust_Type

USYD_AccountType_TestamentaryTrust_Type

Triggers

Name

Label

Name

Label

Account

AQB.Account

AccountTrigger

AQB.AccountTrigger

Account_Gen

bt_stripe.Account_Gen

Fields Details

Name

Id

Label

Account ID

Type

ID

Required

Yes

Name

IsDeleted

Label

Deleted

Type

CHECKBOX

Required

Yes

Default value

false

Name

MasterRecordId

Label

Master Record ID

Type

LOOKUP

Foreign key

Yes

Name

Name

Label

Account Name

Type

TEXT(255)

Required

Yes

Name

Type

Label

Account Type

Type

PICKLIST

Picklist values

Analyst
Application Required
Campaign Partner
Competitor
Customer
Integrator
Investor
No application required
Other
Press
Prospect
Reseller

Name

RecordTypeId

Label

Record Type ID

Type

LOOKUP

Foreign key

Yes

Name

ParentId

Label

Parent Account ID

Type

LOOKUP

Foreign key

Yes

Name

BillingStreet

Label

Account Mailing Street

Type

TEXT AREA(255)

Name

BillingCity

Label

Account Mailing City

Type

TEXT(40)

Name

BillingState

Label

Account Mailing State/Province

Type

TEXT(80)

Name

BillingPostalCode

Label

Account Mailing ZIP/Postal Code

Type

TEXT(20)

Name

BillingCountry

Label

Account Mailing Country

Type

TEXT(80)

Name

BillingLatitude

Label

Account Mailing Latitude

Type

NUMBER(3,15)

Name

BillingLongitude

Label

Account Mailing Longitude

Type

NUMBER(3,15)

Name

BillingGeocodeAccuracy

Label

Billing Geocode Accuracy

Type

PICKLIST

Picklist values

Address
NearAddress
Block
Street
ExtendedZip
Zip
Neighborhood
City
County
State
Unknown

Name

BillingAddress

Label

Account Mailing Address

Type

AUTO NUMBER

Name

ShippingStreet

Label

Matching Gift Street

Type

TEXT AREA(255)

Name

ShippingCity

Label

Matching Gift City

Type

TEXT(40)

Name

ShippingState

Label

Matching Gift State/Province

Type

TEXT(80)

Name

ShippingPostalCode

Label

Matching Gift ZIP/Postal Code

Type

TEXT(20)

Name

ShippingCountry

Label

Matching Gift Country

Type

TEXT(80)

Name

ShippingLatitude

Label

Matching Gift Latitude

Type

NUMBER(3,15)

Name

ShippingLongitude

Label

Matching Gift Longitude

Type

NUMBER(3,15)

Name

ShippingGeocodeAccuracy

Label

Shipping Geocode Accuracy

Type

PICKLIST

Picklist values

Address
NearAddress
Block
Street
ExtendedZip
Zip
Neighborhood
City
County
State
Unknown

Name

ShippingAddress

Label

Matching Gift Address

Type

AUTO NUMBER

Name

Phone

Label

Account Phone

Type

PHONE

Name

Fax

Label

Account Fax

Type

PHONE

Name

AccountNumber

Label

Legacy Account Number

Type

TEXT(40)

Name

Website

Label

Website

Type

URL

Name

PhotoUrl

Label

Photo URL

Type

URL

Name

Sic

Label

SIC Code

Type

TEXT(20)

Name

Industry

Label

Industry

Type

PICKLIST

Picklist values

Agriculture
Apparel
Banking
Biotechnology
Chemicals
Communications
Construction
Consulting
Education
Electronics
Energy
Engineering
Entertainment
Environmental
Finance
Food & Beverage
Government
Healthcare
Hospitality
Insurance
Machinery
Manufacturing
Media
Not For Profit
Other
Recreation
Retail
Shipping
Technology
Telecommunications
Transportation
Utilities

Name

AnnualRevenue

Label

Annual Revenue

Type

CURRENCY(18,0)

Name

NumberOfEmployees

Label

Employees

Type

AUTO NUMBER

Name

Ownership

Label

Ownership

Type

PICKLIST

Picklist values

Public
Private
Subsidiary
Other

Name

TickerSymbol

Label

Ticker Symbol

Type

TEXT(20)

Name

Description

Label

Account Description

Type

TEXT AREA (LONG)(32000)

Name

Rating

Label

Account Rating

Type

PICKLIST

Picklist values

Hot
Warm
Cold

Name

Site

Label

Account Site

Type

TEXT(80)

Name

OwnerId

Label

Owner ID

Type

LOOKUP

Foreign key

Yes

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

Type

DATE

Name

LastViewedDate

Label

Last Viewed Date

Type

DATETIME

Name

LastReferencedDate

Label

Last Referenced Date

Type

DATETIME

Name

IsCustomerPortal

Label

Customer Portal Account

Type

CHECKBOX

Required

Yes

Default value

false

Name

Jigsaw

Label

Data.com Key

Type

TEXT(20)

Name

JigsawCompanyId

Label

Jigsaw Company ID

Type

TEXT(20)

Name

AccountSource

Label

Account Source

Type

PICKLIST

Picklist values

Purchased List
External Referral
Planned Giving
Alumni Engagement
Major Giving
Prospect Development
Academic Referral
Community Giving
University Referral
Grateful Patient Referral
Rented List

Name

SicDesc

Label

SIC Description

Type

TEXT(80)

Name

HasPrivacyHold

Label

Privacy Hold

Type

CHECKBOX

Required

Yes

Default value

false

Name

AQB__AccountCount__c

Label

Account Count

Type

FORMULA (NUMBER)(18,0)

Name

AQB__AccountDefaultAddressChangeFlags__c

Label

Permanent Address Change Flags

Type

TEXT(100)

Help Text

Contains comma separated codes that specify the portion of the address that was changed or modified.

Description

Contains comma separated codes that specify the portion of the address that was changed or modified.

Name

AQB__AccountDefaultAddressDistrict__c

Label

Permanent Address District

Type

PICKLIST

Picklist values

District One

Name

AQB__AccountDefaultAddressLocality__c

Label

Permanent Address Locality

Type

FORMULA (TEXT)(1300)

Help Text

Single field containing the City, State/Province, Postal Code, and Country of the Account Mailing Address.

Name

AQB__AccountDefaultAddressRegion__c

Label

Permanent Address Region

Type

PICKLIST

Picklist values

Region One

Name

AQB__AccountDefaultAddress__c

Label

Permanent Address

Type

FORMULA (TEXT)(1300)

Help Text

Formatted Account Permanent Address.

Name

AQB__AccountDefaultCarrierRoute__c

Label

Permanent Address Carrier Route

Type

TEXT(50)

Help Text

The carrier route of the account permanent address.

Description

The carrier route of the account permanent address.

Name

AQB__AccountDefaultCertifiedCityName__c

Label

Permanent Address Certified City Name

Type

TEXT(255)

Help Text

The certified city name of the account permanent address.

Description

The certified city name of the account permanent address.

Name

AQB__AccountDefaultCertifiedStreetName__c

Label

Permanent Address Certified Street Name

Type

TEXT(255)

Help Text

The certified street name of the account permanent address.

Description

The certified street name of the account permanent address.

Name

AQB__AccountDefaultCity__c

Label

Permanent Address City

Type

TEXT(255)

Help Text

The city name related to the address. This name can be the preferred city name or an acceptable city name. Free text of up to 50 characters.

Description

The city name related to the address. This name can be the preferred city name or an acceptable city name. Free text of up to 50 characters.

Name

AQB__AccountDefaultCountryId__c

Label

Permanet Address Country Id

Type

TEXT(5)

Help Text

The account permanent address country id. This field can be automatically populated by a third party address verification system.

Description

The account permanent address country id. This field can be automatically populated by a third party address verification system.

Name

AQB__AccountDefaultCountry__c

Label

Permanent Address Country

Type

TEXT(100)

Help Text

Country for Account Default Address.

Description

Country for Account Default Address.

Name

AQB__AccountDefaultCountyNumber__c

Label

Permanent Address County Number

Type

TEXT(10)

Help Text

The county number of the account permanent address.

Description

The county number of the account permanent address.

Name

AQB__AccountDefaultCounty__c

Label

Permanent Address County

Type

TEXT(255)

Help Text

The name of the geographical region within which the address is located.

Description

The name of the geographical region within which the address is located.

Name

AQB__AccountDefaultDPCD__c

Label

Permanent Address DPCD

Type

TEXT(10)

Help Text

Single check digit provided by USPS.

Description

Single check digit provided by USPS.

Name

AQB__AccountDefaultDPVFlag__c

Label

Permanent Address DPV Flag

Type

TEXT(10)

Help Text

Single character indicating delivery point validation status, (Y) Yes, (N) No

Description

Single character indicating delivery point validation status, (Y) Yes, (N) No

Name

AQB__AccountDefaultDPV__c

Label

Permanent Address DPV

Type

TEXT(10)

Help Text

Two digit validation code provided by USPS.

Description

Two digit validation code provided by USPS.

Name

AQB__AccountDefaultDeliveryPoint1__c

Label

Permanent Address Delivery Point Code

Type

TEXT(10)

Help Text

Two digit validation code provided by USPS.

Description

Two digit validation code provided by USPS.

Name

AQB__AccountDefaultDeliveryPointValidation__c

Label

Permanent Addr Delivery Point Validation

Type

TEXT(10)

Help Text

Three digit code assigned by USPS that confirms the address can be delivered to (this code is a combination of Delivery Point Validation and Delivery Point Check Digit).

Description

Three digit code assigned by USPS that confirms the address can be delivered to (this code is a combination of Delivery Point Validation and Delivery Point Check Digit).

Name

AQB__AccountDefaultFIPSStateCode__c

Label

Permanent Address FIPS State Code

Type

TEXT(10)

Help Text

The Federal Information Processing Standard state code for the account permanent address.

Description

The Federal Information Processing Standard state code for the account permanent address.

Name

AQB__AccountDefaultFlag__c

Label

Permanent Address Flag

Type

TEXT(10)

Help Text

Mid level validation flag indicating detailed status, (E) Exact, (T) Tentative, (M) Multiple, (S) Secondary, (U) Unmatched, (F) Foreign

Description

Mid level validation flag indicating detailed status, (E) Exact, (T) Tentative, (M) Multiple, (S) Secondary, (U) Unmatched, (F) Foreign

Name

AQB__AccountDefaultLongitude__c

Label

Permanent Address Longitude

Type

TEXT(50)

Help Text

Specifies the east west position of a point on the Earth's surface.

Description

Specifies the east west position of a point on the Earth's surface.

Name

AQB__AccountDefaultNote__c

Label

Permanent Address Note

Type

TEXT AREA(255)

Help Text

Default note to describe special characteristics of, or information about this address. For example, special directions may be needed to locate the location for a personal visit. It might also describe restrictions on the use of this address.

Description

Default note to describe special characteristics of, or information about this address. For example, special directions may be needed to locate the location for a personal visit. It might also describe restrictions on the use of this address. Up to 255 characters.

Name

AQB__AccountDefaultPhone__c

Label

Permanent Address Phone

Type

PHONE

Help Text

Phone for permanent account address.

Description

Phone for permanent account address.

Name

AQB__AccountDefaultRDI__c

Label

Permanent Address RDI

Type

TEXT(1)

Help Text

The Residential Delivery Indicator for the account permanent address.

Description

The Residential Delivery Indicator for the account permanent address.

Name

AQB__AccountDefaultStateId__c

Label

Permantent Address State Id

Type

TEXT(2)

Help Text

The account permanent address state id. This field can be automatically populated by a third party address verification system.

Description

The account permanent address state id. This field can be automatically populated by a third party address verification system.

Name

AQB__AccountDefaultStateProvince__c

Label

Permanent Address State/Province

Type

TEXT(100)

Help Text

The State or Province for the address. Free text of up to 80 characters.

Description

The State or Province for the address. Free text of up to 80 characters.

Name

AQB__AccountDefaultStatus__c

Label

Permanent Address Status

Type

PICKLIST

Help Text

The Status is used to indicate whether this address is currently thought to be valid for use in mailings.

Picklist values

Active
Inactive
Last Known
Needs Verification
Return To Sender (RTS)

Description

The Status is used to indicate whether this address is currently thought to be valid for use in mailings.

Name

AQB__AccountDefaultStreet__c

Label

Permanent Address Street

Type

TEXT AREA(255)

Help Text

Permanent Street Address for Account.

Description

Permanent Street Address for Account.

Name

AQB__AccountDefaultType__c

Label

Permanent Address Type

Type

PICKLIST

Help Text

The Type describes the nature of permanent account address, e.g. Home, Business, Vacation, Other, etc

Picklist values

Home Address
Business Address
Home Address - Unverified
Internal USYD Address
Other Sydney Student Address
Seasonal Address

Description

The Type describes the nature of permanent account address, e.g. Home, Business, Vacation, Other, etc

Name

AQB__AccountDefaultVerificationFlag__c

Label

Permanent Address Verification Flag

Type

TEXT(10)

Help Text

The verification flag of the account permanent address.

Description

The verification flag of the account permanent address.

Name

AQB__AccountDefaultZipCode__c

Label

Permanent Add Zip/Postal Code

Type

TEXT(40)

Help Text

The postal code for the address. Free text of up to 100 characters.

Description

The postal code for the address. Free text of up to 20 characters.

Name

AQB__AccountDefautCertifiedStateAbbreviation__c

Label

Permanent Address Certified State Abbr.

Type

TEXT(100)

Help Text

The certified state abbreviation of the account permanent address.

Description

The certified state abbreviation of the account permanent address.

Name

AQB__AccountDefautValidationDate__c

Label

Permanent Address Validated On

Type

DATETIME

Help Text

The date the address was validated.

Description

The date the address was validated.

Name

AQB__AccountExternalID__c

Label

Account External ID

Type

TEXT(20)

Unique

Yes

Help Text

A unique Account identifier, used during the process of converting data into Affinaquest.

Description

A unique Account identifier, used during the process of converting data into Affinaquest.

Name

AQB__AccountGrouping__c

Label

Account Grouping

Type

FORMULA (TEXT)(1300)

Help Text

Used to ensure unique account grouping.

Name

AQB__AccountMailingStreetLineOne__c

Label

Mailing Street Line One

Type

FORMULA (TEXT)(1300)

Help Text

First line of the Account Mailing Street Address.

Name

AQB__AccountMailingStreetLineThree__c

Label

Mailing Street Line Three

Type

FORMULA (TEXT)(1300)

Help Text

Third line of the Account Mailing Street Address.

Name

AQB__AccountMailingStreetLineTwo__c

Label

Mailing Street Line Two

Type

FORMULA (TEXT)(1300)

Help Text

Second line of the Account Mailing Street Address.

Name

AQB__AccountNameOverride__c

Label

Account Name Override

Type

TEXT(255)

Help Text

Use this to override any automated Account Name.

Description

Use this to override any automated Account Name.

Name

AQB__AccountPermanentAddressLineThree__c

Label

Permanent Add Street Line Three

Type

FORMULA (TEXT)(1300)

Help Text

Third line of the Account Permanent Street Address.

Name

AQB__AccountSource__c

Label

Account Source

Type

TEXT(100)

Name

AQB__AccountStatus__c

Label

Account Status

Type

PICKLIST

Help Text

An INACTIVE account should not generally be used for mailings, campaigns, or solicitations. An account is automatically marked INACTIVE if all associated Contacts are deceased. Gifts cannot be posted to an INACTIVE account.

Picklist values

Active
Deceased
No Longer Trading
No USYD Mail
Removed by Request
Special Handling
INACTIVE

Description

An INACTIVE account should not generally be used for mailings, campaigns, or solicitations. An account is automatically marked INACTIVE if all associated Contacts are deceased. Gifts cannot be posted to an INACTIVE account.

Name

AQB__AccountType__c

Label

Account Type

Type

PICKLIST

Help Text

A picklist of the highest level categorization of this Account. The category can be further described in the Secondary Type field.

Picklist values

Admin
Association
Corporation
Donor
Donor Advised Fund
Estate
External Foundation (Domestic)
External Foundation (International)
Family Group
Household
Internal Foundation
Organisation (I)
Other Nonprofit
Religious
Tertiary institute (E)
Tertiary institute (I)
Testamentary Trust
Trust
USYD Internal

Description

A picklist of the highest level categorization of this Account. The category can be further described in the Secondary Type field.

Name

AQB__AccuntDefaultLatitude__c

Label

Permanent Address Latitude

Type

TEXT(50)

Help Text

The latitude of the account permanent address.

Description

The latitude of the account permanent address.

Name

AQB__Alert__c

Label

Alert

Type

TEXT AREA (LONG)(4000)

Help Text

An alert that should display whenever the Account is displayed.

Name

AQB__BillingAddressCarrierRoute__c

Label

Mailing Address Carrier Route

Type

TEXT(101)

Help Text

An alphanumeric code assigned to a mail delivery or collection route within a zip code.

Description

An alphanumeric code assigned to a mail delivery or collection route within a zip code.

Name

AQB__BillingAddressCertifiedCityName__c

Label

Mailing Address Certified City Name

Type

TEXT(255)

Help Text

The certified city name of the account mailing address.

Description

The certified city name of the account mailing address.

Name

AQB__BillingAddressCertifiedStateAbbreviation__c

Label

Mailing Address Certified State Abbr.

Type

TEXT(100)

Help Text

The certified state abbreviation of the account mailing address.

Description

The certified state abbreviation of the account mailing address.

Name

AQB__BillingAddressCertifiedStreetName__c

Label

Mailing Address Certified Street Name

Type

TEXT(255)

Help Text

The verified street name of the account mailing address.

Description

The verified street name of the account mailing address.

Name

AQB__BillingAddressCertifiedZipCode__c

Label

Mailing Address Certified Zip Code

Type

TEXT(20)

Help Text

The certified zip code of the account mailing address.

Description

The certified zip code of the account mailing address.

Name

AQB__BillingAddressChangeFlags__c

Label

Mailing Address Change Flags

Type

TEXT(100)

Help Text

Contains comma separated codes that specify the portion of the address that was changed or modified.

Description

Contains comma separated codes that specify the portion of the address that was changed or modified.

Name

AQB__BillingAddressCountryId__c

Label

Mailing Address Country Id

Type

TEXT(5)

Help Text

The account mailing address country id. This field can be automatically populated by a third party address verification system.

Description

The account mailing address country id. This field can be automatically populated by a third party address verification system.

Name

AQB__BillingAddressCountyNumber__c

Label

Mailing Address County ID

Type

TEXT(10)

Help Text

The account mailing address county id. Intended to be used when integrating with a third party address verification system.

Description

The account mailing address county id. This field can be automatically populated by a third party address verification system.

Name

AQB__BillingAddressCounty__c

Label

Mailing Address County

Type

TEXT(255)

Help Text

The name of the geographical region within which the address is located.

Description

The name of the geographical region within which the address is located.

Name

AQB__BillingAddressDPCD__c

Label

Mailing Address DPCD

Type

TEXT(10)

Help Text

Single check digit provided by USPS.

Description

Single check digit provided by USPS.

Name

AQB__BillingAddressDPVFlag__c

Label

Mailing Address DPV Flag

Type

TEXT(10)

Help Text

Single character indicating delivery point validation status, (Y) Yes, (N) No

Description

Single character indicating delivery point validation status, (Y) Yes, (N) No

Name

AQB__BillingAddressDPV__c

Label

Mailing Address DPV

Type

TEXT(10)

Help Text

Two digit validation code provided by USPS.

Description

Two digit validation code provided by USPS.

Name

AQB__BillingAddressDeliveryPoint1__c

Label

Mailing Address Delivery Point Code

Type

TEXT(10)

Help Text

Two digit validation code provided by USPS.

Description

Two digit validation code provided by USPS.

Name

AQB__BillingAddressDeliveryPointValiadtion__c

Label

Mailing Addr Delivery Point Validation

Type

TEXT(10)

Help Text

Three digit code assigned by USPS that confirms the address can be delivered to (this code is a combination of Delivery Point Validation and Delivery Point Check Digit).

Description

Three digit code assigned by USPS that confirms the address can be delivered to (this code is a combination of Delivery Point Validation and Delivery Point Check Digit).

Name

AQB__BillingAddressFlag__c

Label

Mailing Address Flag

Type

TEXT(10)

Help Text

Mid level validation flag indicating detailed status, (E) Exact, (T) Tentative, (M) Multiple, (S) Secondary, (U) Unmatched, (F) Foreign

Description

Mid level validation flag indicating detailed status, (E) Exact, (T) Tentative, (M) Multiple, (S) Secondary, (U) Unmatched, (F) Foreign

Name

AQB__BillingAddressLatitude__c

Label

Mailing Address Latitude

Type

TEXT(50)

Help Text

Specifies the north south position of a point on the Earth's surface.

Description

Specifies the north south position of a point on the Earth's surface.

Name

AQB__BillingAddressLongitude__c

Label

Mailing Address Longitude

Type

TEXT(50)

Help Text

Specifies the east west position of a point on the Earth's surface.

Description

Specifies the east west position of a point on the Earth's surface.

Name

AQB__BillingAddressRDI__c

Label

Mailing Address RDI

Type

TEXT(3)

Help Text

The Residential Delivery Indicator of the account mailing address.

Description

The Residential Delivery Indicator of the account mailing address.

Name

AQB__BillingAddressStateFIPSCode__c

Label

Mailing Address State FIPS Code

Type

TEXT(10)

Help Text

The Federal Information Processing Standard state code of the account Matching Gift address.

Name

AQB__BillingAddressStateId__c

Label

Mailing Address State Id

Type

TEXT(2)

Help Text

The account mailing address state id. This field can be automatically populated by a third party address verification system.

Description

The account mailing address state id. This field can be automatically populated by a third party address verification system.

Name

AQB__BillingAddressType__c

Label

Mailing Address Type

Type

PICKLIST

Help Text

A description of the nature of the address information, such as residence, business, etc.

Picklist values

Home
Business
Vacation
Other
Home Address
Home Address - Unverified
Seasonal Address
Business Address
Other Sydney Student Address
Internal USYD Address
Postal Address
SITS Contact Address

Description

A description of the nature of the address information, such as residence, business, etc.

Name

AQB__BillingAddressValidationDate__c

Label

Mailing Address Validated On

Type

DATETIME

Help Text

The date the address was validated.

Description

The date the address was validated.

Name

AQB__BillingAddressVerificationFlag__c

Label

Mailing Address Verification Flag

Type

TEXT(10)

Help Text

High level validation flag indicating status, (V) Verified, (N) Not Verified, (O) Overridden.

Description

High level validation flag indicating status, (V) Verified, (N) Not Verified, (O) Overridden.

Name

AQB__BillingDistrict__c

Label

Mailing Address District

Type

PICKLIST

Help Text

The District within Region for this Mailing Address.

Picklist values

-none
Coastal
Mountain
Piedmont

Name

AQB__BillingLocality__c

Label

Mailing Address Locality

Type

FORMULA (TEXT)(1300)

Help Text

This system-created field is an amalgamation of the City, State and Postal Code fields for this address.

Description

This system-created field is an amalgamation of the City, State and Postal Code fields for this address.

Name

AQB__BillingMailingLists__c

Label

Mailing Lists for This Account

Type

PICKLIST (MULTI-SELECT)

Help Text

In addition to being used as the Account Preferred Mailing Address, this address is used for the specific account mailings listed here.

Picklist values

Annual Fund Mailings
Event Invitations
Newsletter
Test underbar

Description

In addition to being used as the Account Preferred Mailing Address, this address is used for the specific account mailings listed here.

Name

AQB__BillingNote__c

Label

Mailing Address Note

Type

TEXT AREA(255)

Help Text

Use this field to attach any brief information regarding this Account Address.

Description

Use this field to attach any brief information regarding this Account Address.

Name

AQB__BillingRegion__c

Label

Mailing Address Region

Type

PICKLIST

Help Text

The Region for this Mailing Address.

Picklist values

North
South
East
West

Name

AQB__BillingStatus__c

Label

Mailing Address Status

Type

PICKLIST

Help Text

A description of the validity of this address. 'Returned by the post office' is an intermediate condition indicating that it has been returned, but you may not yet wish to declare the address as 'Lost'.

Picklist values

Inactive
Active
Last Known
Needs Verification
Return To Sender (RTS)
Partial Address

Description

A description of the validity of this address. 'Returned by the post office' is an intermediate condition indicating that it has been returned, but you may not yet wish to declare the address as 'Lost'.

Name

AQB__BillingTimeZone__c

Label

Mailing Address Time Zone

Type

PICKLIST

Help Text

The Time Zone for this address.

Picklist values

EST Eastern Standard Time GMT-5:00
IET Indiana Eastern Standard Time GMT-5:00
CST Central Standard Time GMT-6:00
MST Mountain Standard Time GMT-7:00
PST Pacific Standard Time GMT-8:00
PRT Puerto Rico and US Virgin Islands Time GMT-4:00
CNT Canada Newfoundland Time GMT-3:30
AGT Argentina Standard Time GMT-3:00
BET Brazil Eastern Time GMT-3:00
CAT Central African Time GMT-1:00
GMT Greenwich Mean Time GMT
UTC Universal Coordinated Time GMT
ECT European Central Time GMT+1:00
EET Eastern European Time GMT+2:00
ART (Arabic) Egypt Standard Time GMT+2:00
EAT Eastern African Time GMT+3:00
MET Middle East Time GMT+3:30
NET Near East Time GMT+4:00
PLT Pakistan Lahore Time GMT+5:00
IST India Standard Time GMT+5:30
BST Bangladesh Standard Time GMT+6:00
VST Vietnam Standard Time GMT+7:00
CTT China Taiwan Time GMT+8:00
JST Japan Standard Time GMT+9:00
ACT Australia Central Time GMT+9:30
AET Australia Eastern Time GMT+10:00
SST Solomon Standard Time GMT+11:00
NST New Zealand Standard Time GMT+12:00
MIT Midway Islands Time GMT-11:00
HST Hawaii Standard Time GMT-10:00
AST Alaska Standard Time GMT-9:00
PNT Phoenix Standard Time GMT-7:00

Description

The Time Zone for this address.

Name

AQB__CAECategory__c

Label

VSE Category

Type

PICKLIST

Help Text

This is the CAE Category for the Account.

Picklist values

Alumni
Parent
Alumni (non-degree)
Alumni Affiliate
Donor
Former Staff
Friend
Graduand
Memorial Nok
Memorial Donor (I)
Memorial Honouree
Staff
Student
Organization
Other Individual
Corporation
Foundation

Description

This is the VSE Category for the Account.

Name

AQB__Capacity__c

Label

Overall Account Capacity

Type

PICKLIST

Help Text

An institution-defined set of values, meant to describe the amount a prospect might be able to give.

Picklist values

E - $10,000 to $99,999
6 - $5,000,000+
5 - $1,000,000+
4 - $500,000 - $999,999
3 - $100,000 - $499,999
2 - $50,000 - $99,999
1 - $10,000 - $49,999
0 - Unable to Assess

Description

An institution-defined set of values, meant to describe the amount a prospect might be able to give.

Name

AQB__CommunicationsManaged__c

Label

Communications Managed

Type

PICKLIST (MULTI-SELECT)

Help Text

List of vendors which are utilized by this Affiliated Organization.

Picklist values

Managed Communication One

Name

AQB__ConsecutiveYearsGiven__c

Label

Consecutive Years Given

Type

NUMBER(3,0)

Help Text

Number of Consecutive Fiscal Years this Account has given.

Description

Number of Consecutive Fiscal Years this Account has given.

Name

AQB__ContactInvolvementRating__c

Label

Contact Involvement Rating

Type

FORMULA (TEXT)(1300)

Help Text

Shows the level of highest involvement by an Account Contact by displaying a broken link indicating a lack of involvement or one to three links indicating increasing involvement in volunteer activities, interests, or communication with the institution.

Description

Shows the level of highest involvement by an Account Contact by displaying a broken link indicating a lack of involvement or one to three links indicating increasing involvement in volunteer activities, interests, or communication with the institution.

Name

AQB__CustomerPriority__c

Label

Customer Priority

Type

PICKLIST

Picklist values

High
Low
Medium

Name

AQB__DefaultAcknowledgementType__c

Label

Default Acknowledgement Type

Type

LOOKUP

Foreign key

Yes

Help Text

The value in this field will be assigned to the acknowledgement type field of a transaction as a gift is created. The user will have an opportunity to change the acknowledgement type for the transaction prior to saving the gift.

Description

The value in this field will be assigned to the acknowledgement type field of a transaction as a gift is created. The user will have an opportunity to change the acknowledgement type for the transaction prior to saving the gift.

Name

AQB__DefaultAnonymityLevel__c

Label

Default Anonymity Level

Type

PICKLIST

Help Text

Indicates the default anonymity of gifts from this account.

Picklist values

Totally Anonymous

Name

AQB__DefaultCampaignAppeal__c

Label

Default Campaign Appeal

Type

LOOKUP

Foreign key

Yes

Help Text

The value in this field will be assigned to the campaign appeal field of a transaction as a gift is created. The user will have an opportunity to change the campaign appeal for the transaction prior to saving the gift.

Description

The value in this field will be assigned to the campaign appeal field of a transaction as a gift is created. The user will have an opportunity to change the campaign appeal for the transaction prior to saving the gift.

Name

AQB__DefaultGiftAmount__c

Label

Default Gift Amount

Type

CURRENCY(10,2)

Help Text

The value in this field will be assigned to the amount field of a transaction as a gift is created. The user will have an opportunity to change the amount for the transaction prior to saving the gift.

Description

The value in this field will be assigned to the amount field of a transaction as a gift is created. The user will have an opportunity to change the amount for the transaction prior to saving the gift.

Name

AQB__DefaultGiftDescription__c

Label

Default Gift Description

Type

TEXT AREA (LONG)(2000)

Help Text

The value in this field will be assigned to the description field of a transaction as a gift is created. The user will have an opportunity to change the description for the transaction prior to saving the gift.

Description

The value in this field will be assigned to the description field of a transaction as a gift is created. The user will have an opportunity to change the description for the transaction prior to saving the gift.

Name

AQB__DefaultGiftDistribution__c

Label

Default Gift Designation

Type

LOOKUP

Foreign key

Yes

Help Text

The gift designation in this field will be assigned to the Designation field of a transaction as a gift is created. The user will have the opportunity change the designation for the transaction prior to saving the gift.

Description

The gift designation in this field will be assigned to the Designation field of a transaction as a gift is created. The user will have to opportunity change the designation for the transaction prior to saving the gift.

Name

AQB__DistrictAlternate__c

Label

District - Alternate

Type

PICKLIST

Help Text

Alternate District assigned to this account, if any.

Picklist values

District One
District Two
District Three
Greater Melbourne

Name

AQB__DistrictIsOverridden__c

Label

District is Overridden

Type

CHECKBOX

Required

Yes

Help Text

Indicates that the user has overridden the district associated with the Current Mailing Address Postal Code.

Default value

false

Description

Indicates that the user has overridden the district associated with the Current Mailing Address Postal Code.

Name

AQB__District__c

Label

District

Type

PICKLIST

Help Text

The District to which this Account would be assigned as indicated by the Postal Code Lookup.

Picklist values

District One
District Two
District Three
Greater Melbourne

Name

AQB__DivisionUnit__c

Label

Division/Unit

Type

PICKLIST

Help Text

The Division or Unit that manages this Affiliated Organization

Picklist values

Division One
Division Two
Annual Fund
Alumni Affairs
Athletics
Student Affairs
Stewardship
Business School
Law School
Arts and Humanities
Engineering School

Name

AQB__DoNotArchive__c

Label

Do Not Archive

Type

CHECKBOX

Required

Yes

Help Text

Indicates that the Address, Phone and/or Email should not be archived.

Default value

false

Description

Indicates that the Address, Phone and/or Email should not be archived.

Name

AQB__DoNotContact__c

Label

Do Not Contact

Type

CHECKBOX

Required

Yes

Help Text

Check this box to indicate that this Account wishes not to be contacted.

Default value

false

Description

Check this box to indicate that this Account wishes not to be contacted.

Name

AQB__DoNotSolicit__c

Label

Do Not Solicit

Type

CHECKBOX

Required

Yes

Help Text

Indicates that this account should not be solicited in any manner.

Default value

false

Name

AQB__DoubletheDonationID__c

Label

Double the Donation ID

Type

TEXT(5)

Help Text

The ID number for this Account in the Double the Donation database.

Name

AQB__EINNumber__c

Label

EIN Number

Type

TEXT(10)

Help Text

10 digit number issued by the IRS.

Name

AQB__Email__c

Label

Email

Type

EMAIL

Help Text

Email address for this household.

Description

Email address for this household.

Name

AQB__FirstGiftPledgeAmount__c

Label

First Gift/Pledge Amount

Type

CURRENCY(9,2)

Help Text

This is the Amount of the First Gift/Pledge on this Account

Description

This is the Amount of the First Gift/Pledge on this Account

Name

AQB__FirstGiftPledgeBalance__c

Label

First Gift/Pledge Balance

Type

CURRENCY(9,2)

Help Text

This is the First Gift/Pledge Balance on this Account.

Description

This is the First Gift/Pledge Balance on this Account.

Name

AQB__FirstGiftPledgeDate__c

Label

First Gift/Pledge Date

Type

DATE

Help Text

This is the date of the First Gift/Pledge on this Account.

Description

This is the date of the First Gift/Pledge on this Account.

Name

AQB__FirstGiftPledgeFundraisingCampaign__c

Label

First Gift/Pledge Fundraising Campaign

Type

TEXT(80)

Help Text

This is the Fundraising Campaign of the First Gift on this Account.

Description

This is the Fundraising Campaign of the First Gift on this Account.

Name

AQB__FirstGiftPledge__c

Label

First Gift/Pledge

Type

LOOKUP

Foreign key

Yes

Help Text

This is the First Gift/Pledge on this Account.

Description

This is the First Gift/Pledge on this Account.

Name

AQB__GiftsAreAnonymous__c

Label

Gifts Are Anonymous

Type

CHECKBOX

Required

Yes

Default value

false

Name

AQB__Giving_Interests__c

Label

Giving Interests

Type

PICKLIST (MULTI-SELECT)

Help Text

Primary giving interests of this foundation.

Picklist values

Immigrant Rights
Workers Rights

Name

AQB__GreetingOverride__c

Label

Account Greeting Override

Type

TEXT(200)

Help Text

Use this to override any automated Account Greeting.

Description

Use this to override any automated Account Greeting.

Name

AQB__Greeting__c

Label

Account Greeting

Type

TEXT(200)

Help Text

This is the greeting salutation as it might be used in a letter or email such as "Mr. Smith", "Dr. and Mr. Brown" or "Jack and Jill". This field can contain 200 characters.

Description

This is the greeting salutation as it might be used in a letter or email such as "Mr. Smith", "Dr. and Mr. Brown" or "Jack and Jill". This field can contain 200 characters.

Name

AQB__InstitutionalArea1Alternate__c

Label

Institutional Area 1 - Alternate

Type

PICKLIST

Help Text

Alternate Institutional Area 1 assigned to this account, if any.

Picklist values

Institutional Area 1
Institutional Area 2
Institutional Area 3
Institutional Area 4

Description

Alternate Institutional Area 1 assigned to this account, if any.

Name

AQB__InstitutionalArea1IsOverridden__c

Label

Institutional Area 1 is Overridden

Type

CHECKBOX

Required

Yes

Help Text

Indicates that the user has overridden the Institutional Area 1 associated with the Current Mailing Address Postal Code.

Default value

false

Description

Indicates that the user has overridden the Institutional Area 1 associated with the Current Mailing Address Postal Code.

Name

AQB__InstitutionalArea1__c

Label

Institutional Area 1

Type

PICKLIST

Help Text

The Institutional Area 1 that is associated with this Account.

Picklist values

Institutional Area 1
Institutional Area 2
Institutional Area 3
Institutional Area 4

Description

The Institutional Area 1 that is associated with this Account.

Name

AQB__InstitutionalArea2Alternate__c

Label

Institutional Area 2 - Alternate

Type

PICKLIST

Help Text

Alternate Institutional Area 2 assigned to this account, if any.

Picklist values

Institutional Area 1
Institutional Area 2
Institutional Area 3
Institutional Area 4

Description

Alternate Institutional Area 2 assigned to this account, if any.

Name

AQB__InstitutionalArea2IsOverridden__c

Label

Institutional Area 2 is Overridden

Type

CHECKBOX

Required

Yes

Help Text

Indicates that the user has overridden the Institutional Area 2 associated with the Current Mailing Address Postal Code.

Default value

false

Description

Indicates that the user has overridden the Institutional Area 2 associated with the Current Mailing Address Postal Code.

Name

AQB__InstitutionalArea2__c

Label

Institutional Area 2

Type

PICKLIST

Help Text

The Institutional Area 2 that is associated with this Account.

Picklist values

Institutional Area 1
Institutional Area 2
Institutional Area 3
Institutional Area 4

Description

The Institutional Area 2 that is associated with this Account.

Name

AQB__InstitutionalArea3Alternate__c

Label

Institutional Area 3 - Alternate

Type

PICKLIST

Help Text

Alternate Institutional Area 3 assigned to this account, if any.

Picklist values

Institutional Area 1
Institutional Area 2
Institutional Area 3
Institutional Area 4

Description

Alternate Institutional Area 3 assigned to this account, if any.

Name

AQB__InstitutionalArea3IsOverridden__c

Label

Institutional Area 3 is Overridden

Type

CHECKBOX

Required

Yes

Help Text

Indicates that the user has overridden the Institutional Area 3 associated with the Current Mailing Address Postal Code.

Default value

false

Description

Indicates that the user has overridden the Institutional Area 3 associated with the Current Mailing Address Postal Code.

Name

AQB__InstitutionalArea3__c

Label

Institutional Area 3

Type

PICKLIST

Help Text

The Institutional Area 3 that is associated with this Account.

Picklist values

Institutional Area 1
Institutional Area 2
Institutional Area 3
Institutional Area 4

Description

The Institutional Area 3 that is associated with this Account.

Name

AQB__InstitutionalArea4Alternate__c

Label

Institutional Area 4 - Alternate

Type

PICKLIST

Help Text

Alternate Institutional Area 4 assigned to this account, if any.

Picklist values

Institutional Area 1
Institutional Area 2
Institutional Area 3
Institutional Area 4

Description

Alternate Institutional Area 4 assigned to this account, if any.

Name

AQB__InstitutionalArea4IsOverridden__c

Label

Institutional Area 4 is Overridden

Type

CHECKBOX

Required

Yes

Help Text

Indicates that the user has overridden the Institutional Area 4 associated with the Current Mailing Address Postal Code.

Default value

false

Description

Indicates that the user has overridden the Institutional Area 4 associated with the Current Mailing Address Postal Code.

Name

AQB__InstitutionalArea4__c

Label

Institutional Area 4

Type

PICKLIST

Help Text

The Institutional Area 4 that is associated with this Account.

Picklist values

Institutional Area 1
Institutional Area 2
Institutional Area 3
Institutional Area 4

Description

The Institutional Area 4 that is associated with this Account.

Name

AQB__InternalAcctMailStreetOne__c

Label

Internal Acct Mail Street One

Type

FORMULA (TEXT)(1300)

Help Text

Holding field used to help calculate street lines.

Name

AQB__InternalAcctMailStreetTwo__c

Label

Internal Acct Mail Street Two

Type

FORMULA (TEXT)(1300)

Help Text

Internal Account Mailing Address with first line stripped off.

Name

AQB__InternalPermMailAddStreetOne__c

Label

Internal Perm Mail Add Street One

Type

FORMULA (TEXT)(1300)

Help Text

Holding field used to help calculate street lines.

Name

AQB__InternalPermMailAddstreetTwo__c

Label

Internal Perm Mail Add Street Two

Type

FORMULA (TEXT)(1300)

Name

AQB__InvolvementScore__c

Label

Involvement Score

Type

NUMBER(3,2)

Name

AQB__Involvement__c

Label

Involvement

Type

FORMULA (TEXT)(1300)

Help Text

A system-generated indicator of the degree of involvement of the Account with the institution, based on the Account having a Case, an Activity or a Volunteer Activity.

Description

A system-generated indicator of the degree of involvement of the Account with the institution, based on the Account having a Case, an Activity or a Volunteer Activity.

Name

AQB__KPIChart1__c

Label

KPI Chart 1

Type

TEXT(50)

Help Text

Name of report to display on Chart1 VisualForce page on page layout.

Default value

'AQ Accounts Gifts/Pledges by Date'

Name

AQB__KPIChart2__c

Label

KPI Chart 2

Type

TEXT(50)

Help Text

Name of report to display on Chart2 VisualForce page on page layout.

Default value

'AQ Accounts Gifts/Pledges by Designation'

Name

AQB__KPIChart3__c

Label

KPI Chart 3

Type

TEXT(50)

Help Text

Name of report to display on Chart3 VisualForce page on page layout.

Default value

'AQ Accounts Pledge Status'

Name

AQB__KPIChart4__c

Label

KPI Chart 4

Type

TEXT(50)

Help Text

Name of report to display on Chart4 VisualForce page on page layout.

Default value

'AQ Accounts Essential Activities v2'

Name

AQB__KPIChartSize__c

Label

KPI Chart Size

Type

PICKLIST

Help Text

The size in which KPI charts should be rendered.

Picklist values

Small
Medium

Name

AQB__LargestGiftPledge__c

Label

Largest Gift/Pledge Amount

Type

CURRENCY(9,2)

Help Text

The total amount of the largest gift/Pledge.

Description

The total amount of the largest gift/Pledge.

Name

AQB__LinkedAddress__c

Label

Mailing Address Link

Type

LOOKUP

Foreign key

Yes

Help Text

Click this link to edit the Default Address.

Description

Click this link to edit the Default Address.

Name

AQB__MailingAddressResidentIndicator__c

Label

Mailing Address Residential Indicator

Type

TEXT(1)

Help Text

Indicates whether an address is residential (R) or business (B).

Description

Indicates whether an address is residential (R) or business (B).

Name

AQB__MailingNameLineTwoOverride__c

Label

Mailing Name Line Two Override

Type

TEXT(200)

Help Text

Use this to override any automated Mailing Name Line Two.

Description

Use this to override any automated Mailing Name Line Two.

Name

AQB__MailingNameLineTwo__c

Label

Mailing Name Line Two

Type

TEXT(200)

Help Text

If you type data into this field when the account is created, it will override the automated name formatting routines. The name can be changed at any time during editing.

Name

AQB__MailingNameOverride__c

Label

Mailing Name Line One Override

Type

TEXT(200)

Help Text

Use this to override any automated Mailing Name Line One.

Description

Use this to override any automated Mailing Name Line One.

Name

AQB__MailingName__c

Label

Mailing Name Line One

Type

TEXT(200)

Help Text

If you type data into this field when the account is created, it will override the automated name formatting routines. The name can be changed at any time during editing.

Description

This field is updated via the AccountBeforeInsert trigger.

Name

AQB__MatchesGifts__c

Label

HEP Eligible

Type

CHECKBOX

Required

Yes

Help Text

If checked, this field indicates that this Account matches gifts according to Double the Donation data at the time of last verification.

Default value

false

Name

AQB__MostRecentGiftAmount__c

Label

Most Recent Gift/Pledge Amount

Type

CURRENCY(9,2)

Help Text

Amount of the most recent gift.

Name

AQB__MostRecentGiftDate__c

Label

Most Recent Gift/Pledge Date

Type

DATE

Help Text

The date of the most recent gift.

Name

AQB__MostRecentGiftFundraisingCampaign__c

Label

Most Recent Gift/Pledge Fundraising Camp

Type

TEXT(80)

Help Text

The Fundraising Campaign of the most recent gift.

Name

AQB__MostRecentGiftPledgeBalance__c

Label

Most Recent Gift/Pledge Balance

Type

CURRENCY(9,2)

Help Text

The pledge balance, if any, of the most recent gift

Name

AQB__MostRecentGiftPledge__c

Label

Most Recent Gift/Pledge

Type

LOOKUP

Foreign key

Yes

Help Text

This is the Most Recent Gift/Pledge.

Description

This is the link to the Most Recent Gift/Pledge

Name

AQB__MostRecentPaymentFundraisingCampaign__c

Label

Most Recent Payment Fundraising Campaign

Type

TEXT(80)

Help Text

The Fundraising Campaign of the most recent Pledge Payment on this Account.

Description

The Fundraising Campaign of the most recent Pledge Payment on this Account.

Name

AQB__MostRecentPledgePaymentAmount__c

Label

Most Recent Pledge Payment Amount

Type

CURRENCY(9,2)

Help Text

The Amount of the Most Recent Pledge Payment on this Account.

Description

The Amount of the Most Recent Pledge Payment on this Account.

Name

AQB__MostRecentPledgePaymentCampaignAppeal__c

Label

Most Recent Payment Campaign Appeal

Type

TEXT(80)

Help Text

The Most Recent Pledge Payment's Campaign Appeal.

Description

The Most Recent Pledge Payment's Campaign Appeal.

Name

AQB__MostRecentPledgePaymentDate__c

Label

Most Recent Pledge Payment Date

Type

DATE

Help Text

The Date of the Most Recent Pledge Payment on this Account.

Description

The Date of the Most Recent Pledge Payment on this Account.

Name

AQB__MostRecentPledgePaymentDesignation__c

Label

Most Recent Pledge Payment Designation

Type

TEXT(80)

Help Text

The Designation of the Most Recent Pledge payment.

Description

The Designation of the Most Recent Pledge payment.

Name

AQB__MostRecentPledgePaymentRecordType__c

Label

Most Recent Pledge Payment Record Type

Type

TEXT(30)

Help Text

The Record Type of the Most Recent Pledge Payment.

Description

The Record Type of the Most Recent Pledge Payment.

Name

AQB__MostRecentPledgePayment__c

Label

Most Recent Pledge Payment

Type

LOOKUP

Foreign key

Yes

Help Text

This is the Most Recent Payment made on this Account.

Description

This is the Most Recent Payment made on this Account.

Name

AQB__NextActivityDate__c

Label

Next Task Date

Type

DATE

Help Text

The date of the next Task planned for this Account.

Description

The date of the next Task planned for this Account.

Name

AQB__NextActivity__c

Label

Next Task

Type

FORMULA (TEXT)(1300)

Help Text

The flag indicates status of the next Task for the Account. White - no future Tasks. Green - Task due date is at least 14 days away. Yellow - Task due date is within 14 days. Red - Task is overdue.

Description

The flag indicates status of the next Task for the Account. White - no future Tasks. Green - Task due date is at least 14 days away. Yellow - Task due date is within 14 days. Red - Task is overdue.

Name

AQB__NumberofLocations__c

Label

Number of Locations

Type

NUMBER(3,0)

Name

AQB__OldestPledgePaymentDueDate__c

Label

Oldest Pledge Payment Due Date

Type

DATE

Help Text

This field represents the oldest due date for any open pledges belonging to this Account.

Description

This field represents the oldest due date for any open pledges belonging to this Account.

Name

AQB__OverallAccountRatingDate__c

Label

Overall Account Rating Date

Type

DATE

Help Text

Date associated with the Overall Account Capacity and Overall Account Readiness.

Description

Date associated with the Overall Account Capacity and Overall Account Readiness.

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__PermanentAddressCertifiedZipCode__c

Label

Permanent Address Certified Zip Code

Type

TEXT(20)

Help Text

The certified zip code of the account permanent account.

Description

The certified zip code of the account permanent account.

Name

AQB__PermanentAddressCountyID__c

Label

Permanent Address County ID

Type

TEXT(10)

Help Text

The account permanent address county id. This field can be automatically populated by a third party address verification system.

Description

The account permanent address county id. This field can be automatically populated by a third party address verification system.

Name

AQB__PermanentAddressResidentialInidicator__c

Label

Permanent Address Residential Indicator

Type

TEXT(1)

Help Text

Indicates whether an address is residential (R) or business (B).

Description

Indicates whether an address is residential (R) or business (B).

Name

AQB__PermanentAddressStreetLineOne__c

Label

Permanent Add Street Line One

Type

FORMULA (TEXT)(1300)

Help Text

First line of the Account Mailing Street Address.

Name

AQB__PermanentAddressStreetLineTwo__c

Label

Permanent Add Street Line Two

Type

FORMULA (TEXT)(1300)

Help Text

Second line of the Account Permanent Street Address.

Name

AQB__PledgeStatus__c

Label

Pledge Status

Type

FORMULA (TEXT)(1300)

Help Text

Displays a fist for no pledge balance, one thumb up for a pledge due in the future, one thumb down for a pledge less than 30 days overdue, two thumbs down for a pledge 30 to 60 days overdue, and three thumbs down for a pledge more than 60 days overdue.

Description

Displays a fist for no pledge balance, one thumb up for a pledge due in the future, one thumb down for a pledge less than 30 days overdue, two thumbs down for a pledge 30 to 60 days overdue, and three thumbs down for a pledge more than 60 days overdue.

Name

AQB__PrimaryContact__c

Label

Primary Contact

Type

LOOKUP

Foreign key

Yes

Help Text

The primary Contact for this Account.

Name

AQB__ProspectManager__c

Label

Prospect Manager

Type

LOOKUP

Foreign key

Yes

Help Text

The Prospect Manager for this Account.

Description

The Prospect Manager for this Account.

Name

AQB__ProspectStatusDate__c

Label

Prospect Status Date

Type

DATE

Help Text

Date this Prospect Status was assigned.

Description

Date this Prospect Status was assigned.

Name

AQB__ProspectStatus__c

Label

Prospect Status

Type

PICKLIST

Help Text

Overall status of this Account as a Prospect for Giving.

Picklist values

Major Gift Prospect
Mid -Tier Gift Prospect
Permanent Stewardship
Planned and Major Giving Prospect
Planned and Principal Gift Prospect
Planned Giving Prospect
Principal Gift prospect

Description

Overall status of this Account as a Prospect for Giving.

Name

AQB__RFM__c

Label

RFM

Type

FORMULA (TEXT)(1300)

Help Text

A star is awarded for each of the following five conditions: having a giving record, having a pending opportunity, having a largest gift over a defined amount, having a total amount of giving over a defined amount, and having made a payment this year.

Description

A star is awarded for each of the following five conditions: having a giving record, having a pending opportunity, having a largest gift over a defined amount, having a total amount of giving over a defined amount, and having made a payment this year.

Name

AQB__Readiness__c

Label

Overall Account Readiness

Type

PICKLIST

Help Text

An institution-defined set of values, meant to describe the preparedness of the prospect to give or the status of the prospect's cultivation.

Picklist values

5 - Stewardship
4 - Ready for Ask
3 - Getting Ready
2 - Not Ready
1 - Not Rated
On Hold
Negatively Qualified

Description

An institution-defined set of values, meant to describe the preparedness of the prospect to give or the status of the prospect's cultivation.

Name

AQB__RegionAlternate__c

Label

Region - Alternate

Type

PICKLIST

Help Text

Alternate Region assigned to this Account, if any.

Picklist values

Armed Forces America
Federated States of Micronesia
Armed Forces Europe
Armed Forces Pacific
Australian Capital Territory
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
District of Columbia
Delaware
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Marshall Islands
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
New South Wales
Northern Territory
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Palau
Pennsylvania
Puerto Rico
Queensland
Rhode Island
South Australia
South Carolina
South Dakota
Tasmania
Tennessee
Texas
Utah
Victoria
Vermont
Virgin Islands
Virginia
Western Australia
West Virginia
Wisconsin
Wyoming

Name

AQB__RegionIsOverridden__c

Label

Region is Overridden

Type

CHECKBOX

Required

Yes

Help Text

Indicates that the user has overridden the region associated with the Current Mailing Address Postal Code.

Default value

false

Description

Indicates that the user has overridden the region associated with the Current Mailing Address Postal Code.

Name

AQB__Region__c

Label

Region

Type

PICKLIST

Help Text

The Region to which this Account would be assigned as indicated by the Postal Code Lookup.

Picklist values

Armed Forces America
Federated States of Micronesia
Armed Forces Europe
Armed Forces Pacific
Australian Capital Territory
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
District of Columbia
Delaware
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Marshall Islands
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
New South Wales
Northern Territory
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Palau
Pennsylvania
Puerto Rico
Queensland
Rhode Island
South Australia
South Carolina
South Dakota
Tasmania
Tennessee
Texas
Utah
Victoria
Vermont
Virgin Islands
Virginia
Western Australia
West Virginia
Wisconsin
Wyoming

Name

AQB__RejectQuidProQuos__c

Label

Reject Quid Pro Quos

Type

CHECKBOX

Required

Yes

Default value

false

Name

AQB__SLAExpirationDate__c

Label

SLA Expiration Date

Type

DATE

Name

AQB__SLASerialNumber__c

Label

SLA Serial Number

Type

TEXT(10)

Name

AQB__SLA__c

Label

SLA

Type

PICKLIST

Picklist values

Gold
Silver
Platinum
Bronze

Name

AQB__SeasonalStartDate__c

Label

Seasonal Start Date

Type

FORMULA (TEXT)(1300)

Name

AQB__SeasonalStopDate__c

Label

Seasonal Stop Date

Type

FORMULA (TEXT)(1300)

Name

AQB__SecondaryContact__c

Label

Secondary Contact

Type

LOOKUP

Foreign key

Yes

Help Text

The secondary Contact for this Account.

Description

The secondary Contact for this Account.

Name

AQB__SecondaryTypes__c

Label

Secondary Account Types

Type

PICKLIST (MULTI-SELECT)

Help Text

A multi-select picklist allowing for the assignment of multiple secondary categorization levels for this Account. The primary category should be entered into the Type field.

Picklist values

Arts
Church
C Type Corporation
Cultural
Discretionary trust
Donor
Family Foundation
Fixed trust
Limited Partnership
LLP Type Corporation
Museum
S Type Corporation

Description

A multi-select picklist allowing for the assignment of multiple secondary categorization levels for this Account. The primary category should be entered into the Type field.

Name

AQB__Setup__c

Label

Setup

Type

LOOKUP

Foreign key

Yes

Name

AQB__SharewithCommunity__c

Label

Share with Community

Type

CHECKBOX

Required

Yes

Help Text

Indicates that Affiliated Organizational information can be surfaced to the community/portal/web.

Default value

false

Name

AQB__ShippingAddressCarrierRoute__c

Label

Matching Gift Address Carrier Route

Type

TEXT(50)

Help Text

An alphanumeric code assigned to a mail delivery or collection route within a zip code.

Description

An alphanumeric code assigned to a mail delivery or collection route within a zip code.

Name

AQB__ShippingAddressCertifiedCityName__c

Label

Matching Gift Add Certified City Name

Type

TEXT(255)

Help Text

The certified city name of the account Matching Gift address.

Description

The certified city name of the account Matching Gift address.

Name

AQB__ShippingAddressCertifiedStateAbbr__c

Label

Matching Gift Add Certified State Abbr.

Type

TEXT(100)

Help Text

The certified state abbreviation of the account Matching Gift address.

Description

The certified state abbreviation of the account Matching Gift address.

Name

AQB__ShippingAddressCertifiedStreetName__c

Label

Matching Gift Add Certified Street Name

Type

TEXT(255)

Help Text

The certified street name of the account Matching Gift address.

Description

The certified street name of the account Matching Gift address.

Name

AQB__ShippingAddressCertifiedZipCode__c

Label

Matching Gift Address Certified Zip Code

Type

TEXT(20)

Help Text

The certified zip code of the account Matching Gift address.

Description

The certified zip code of the account Matching Gift address.

Name

AQB__ShippingAddressChangeFlags__c

Label

Matching Gift Address Change Flags

Type

TEXT(100)

Help Text

Contains comma separated codes that specify the portion of the address that was changed or modified.

Description

Contains comma separated codes that specify the portion of the address that was changed or modified.

Name

AQB__ShippingAddressCountryId__c

Label

Matching Gift Address Country ID

Type

TEXT(5)

Help Text

The account matching gift address country id. This field can be automatically populated by a third party address verification system.

Description

The account matching gift address country id. This field can be automatically populated by a third party address verification system.

Name

AQB__ShippingAddressCountyNumber__c

Label

Matching Gift Address County ID

Type

TEXT(10)

Help Text

The account matching gift address county id. This field can be automatically populated by a third party address verification system.

Description

The account matching gift address county id. This field can be automatically populated by a third party address verification system.

Name

AQB__ShippingAddressCounty__c

Label

Matching Gift Address County

Type

TEXT(255)

Help Text

The name of the geographical region within which the address is located.

Description

The name of the geographical region within which the address is located.

Name

AQB__ShippingAddressDPCD__c

Label

Matching Gift Address DPCD

Type

TEXT(10)

Help Text

Single check digit provided by USPS.

Description

Single check digit provided by USPS.

Name

AQB__ShippingAddressDPVFlag__c

Label

Matching Gift Address DPV Flag

Type

TEXT(10)

Help Text

Single character indicating delivery point validation status, (Y) Yes, (N) No

Description

Single character indicating delivery point validation status, (Y) Yes, (N) No

Name

AQB__ShippingAddressDPV__c

Label

Matching Gift Address DPV

Type

TEXT(10)

Help Text

Two digit validation code provided by USPS.

Description

Two digit validation code provided by USPS.

Name

AQB__ShippingAddressDeliveryPoint1__c

Label

Matching Gift Addr Delivery Point Code

Type

TEXT(10)

Help Text

Two digit validation code provided by USPS.

Description

Two digit validation code provided by USPS.

Name

AQB__ShippingAddressDeliveryPointValidation__c

Label

Matching Gift Add Delivery Pt Validation

Type

TEXT(10)

Help Text

Three digit code assigned by USPS that confirms the address can be delivered to (this code is a combination of Delivery Point Validation and Delivery Point Check Digit).

Description

Three digit code assigned by USPS that confirms the address can be delivered to (this code is a combination of Delivery Point Validation and Delivery Point Check Digit).

Name

AQB__ShippingAddressFIPSStateCode__c

Label

Matching Gift Address FIPS State Code

Type

TEXT(10)

Help Text

The Federal Information Processing Standard state code of the account Matching Gift address.

Description

The Federal Information Processing Standard state code of the account Matching Gift address.

Name

AQB__ShippingAddressFlag__c

Label

Matching Gift Address Flag

Type

TEXT(10)

Help Text

Mid level validation flag indicating detailed status, (E) Exact, (T) Tentative, (M) Multiple, (S) Secondary, (U) Unmatched, (F) Foreign

Description

Mid level validation flag indicating detailed status, (E) Exact, (T) Tentative, (M) Multiple, (S) Secondary, (U) Unmatched, (F) Foreign

Name

AQB__ShippingAddressLatitude__c

Label

Matching Gift Address Latitude

Type

TEXT(50)

Help Text

Specifies the north south position of a point on the Earth's surface.

Description

Specifies the north south position of a point on the Earth's surface.

Name

AQB__ShippingAddressLongitude__c

Label

Matching Gift Address Longitude

Type

TEXT(50)

Help Text

Specifies the east west position of a point on the Earth's surface.

Description

Specifies the east west position of a point on the Earth's surface.

Name

AQB__ShippingAddressRDI__c

Label

Matching Gift Address RDI

Type

TEXT(1)

Help Text

The Residential Delivery Indicator of the account Matching Gift address.

Description

The Residential Delivery Indicator of the account Matching Gift address.

Name

AQB__ShippingAddressStateId__c

Label

Matching Gift Address State Id

Type

TEXT(2)

Help Text

The account matching gift address state id. This field can be automatically populated by a third party address verification system.

Description

The account matching gift address state id. This field can be automatically populated by a third party address verification system.

Name

AQB__ShippingAddressValidationDate__c

Label

Matching Gift Address Validated On

Type

DATETIME

Help Text

The date the address was validated.

Description

The date the address was validated.

Name

AQB__ShippingAddressVerificationFlag__c

Label

Matching Gift Address Verification Flag

Type

TEXT(10)

Help Text

The verification flag for the account Matching Gift address.

Description

The verification flag for the account Matching Gift address.

Name

AQB__ShippingNote__c

Label

Matching Gift Address Note

Type

TEXT(255)

Help Text

Use this field to attach any brief information regarding this Matching Gift Address.

Description

Use this field to attach any brief information regarding this Matching Gift Address.

Name

AQB__ShippingsStatus__c

Label

Matching Gift Address Status

Type

PICKLIST

Help Text

A description of the validity of this address. 'Returned by the post office' is an intermediate condition indicating that it has been returned, but you may not yet wish to declare the address as 'Lost'.

Picklist values

Unknown
Good
Lost
Omit From Mailings
Returned by Post Office

Description

A description of the validity of this address. 'Returned by the post office' is an intermediate condition indicating that it has been returned, but you may not yet wish to declare the address as 'Lost'.

Name

AQB__StaffLiason__c

Label

Staff Liaison

Type

LOOKUP

Foreign key

Yes

Help Text

Staff member liaison to this Affiliated Organization.

Name

AQB__SupplierIDNumber__c

Label

Supplier ID Number

Type

TEXT(15)

Help Text

The supplier or payor ID of the Affiliated Organization as issued by the institution.

Name

AQB__TotalGiftPledges__c

Label

Total Gift & Pledges

Type

CURRENCY(9,2)

Help Text

A running total of the gifts given by this Account.

Description

A running total of the gifts given by this Account.

Name

AQB__TotalPledgeBalance__c

Label

Total Pledge Balance

Type

CURRENCY(9,2)

Help Text

The total balance of all pledges to this Account.

Description

The total balance of all pledges to this Account.

Name

AQB__TotalYearsGiven__c

Label

Total Years Given

Type

NUMBER(3,0)

Help Text

The total number of Fiscal Years this Account has given.

Description

The total number of Fiscal Years this Account has given.

Name

AQB__OpenOpps__c

Label

Total Open Opportunities

Type

ROLL-UP SUMMARY

Help Text

The total count of all opportunities which are not yet closed.

Description

The total amount of all opportunities which are not yet closed.

Name

AQB__RecordTypeDeveloperName__c

Label

Record Type Developer Name

Type

FORMULA (TEXT)(1300)

Help Text

The Developer Name of the Account Record Type. Primary use is for Validation Rules.

Description

The Developer Name of the Account Record Type. Primary use is for Validation Rules.

Name

AQCV_CONVERSIONID__c

Label

AQCV CONVERSIONID

Type

TEXT(255)

Unique

Yes

Name

USYD_Special_Category_Donor__c

Label

Special Category Donor

Type

FORMULA (CHECKBOX)

Required

Yes

Help Text

Donor is exclusively giving to Special category areas

Description

Indicates if the Account is only giving exclusively to Special category areas

Name

Count__c

Label

Count

Type

FORMULA (NUMBER)(18,0)

Description

The Power of One

Name

AQC_Pledge_Status__c

Label

Pledge Status

Type

FORMULA (TEXT)(1300)

Help Text

Displays a fist for no pledge balance, one thumb up for a pledge due in the future, one thumb down for a pledge less than 30 days overdue, two thumbs down for a pledge 30 to 60 days overdue, and three thumbs down for a pledge more than 60 days overdue.

Description

This is a custom version of the AQB.Pledge_Status field to act as a placeholder until it is updated.

Name

USYD_International_Address__c

Label

International Address?

Type

FORMULA (CHECKBOX)

Required

Yes

Help Text

Receipt flag for international addresses

Name

USyd_Account_ID__c

Label

Account ID

Type

AUTO NUMBER

Unique

Yes

Required

Yes

Description

This is another unique identifier for an account.

Name

USYD_Gift_Count__c

Label

Gift Count

Type

ROLL-UP SUMMARY

Description

Gift Count

Name

USYD_Special_Category_Gift_Count__c

Label

Special Category Gift Count

Type

ROLL-UP SUMMARY

Help Text

Special category gift count

Description

Counts of Special category gifts

Name

USYD_Receipting_Care_of__c

Label

Receipting Care of

Type

TEXT(100)

Help Text

This is used in Receipting.

Description

This will temporarily store "Care of" data for Receipting

Name

USYD_Do_Not_Email__c

Label

Do Not Email

Type

CHECKBOX

Required

Yes

Help Text

Check this box to indicate that this Account wishes not to be Emailed.

Default value

false

Description

This is for Organisations/Corporations or any non-household accounts which opted out of email communication.

Name

USYD_Do_Not_Call__c

Label

Do Not Call

Type

CHECKBOX

Required

Yes

Help Text

Check this box to indicate that this Account wishes not to be Called.

Default value

false

Description

This is for Organisations/Corporations or any non-household accounts which prefer not to be called.

Name

USYD_Receipting_Alert__c

Label

Receipting Alert

Type

TEXT AREA (LONG)(32768)

Help Text

Alert specific for receipting

Description

This will contain the alert specific for receipting

Name

flag__c

Label

flag

Type

TEXT(1)

Name

USYD_Backend_Gift_Count__c

Label

Backend Gift Count

Type

FORMULA (NUMBER)(16,2)

Name

Usyd_Total_Count_of_Opportunities__c

Label

Total Count of Opportunities

Type

ROLL-UP SUMMARY

Help Text

Total Count all opportunities regardless of stage

Description

Total Count all opportunities regardless of stage

Name

Usyd_Is_Prospect__c

Label

Is Prospect

Type

FORMULA (CHECKBOX)

Required

Yes

Help Text

If Total count of Opportunities > 0 then true, else false

Description

If Total count of Opportunities > 0 then true, else false

Name

USYD_Total_Funds_Raised__c

Label

Total Funds Raised

Type

ROLL-UP SUMMARY

Description

Total funds raised for this account

Name

Usyd_Is_Active_Prospect__c

Label

Is Active Prospect?

Type

CHECKBOX

Required

Yes

Default value

false

Description

Describes whether a prospect is active or Inactive. For example, inactive in case of deceased.

Name

Usyd_Prospect_Start_Date__c

Label

Prospect Start Date

Type

DATE

Name

USYD_Do_Not_Mail__c

Label

Do Not Mail

Type

CHECKBOX

Required

Yes

Help Text

Check this box if the account don't wish to receive postage or mail

Default value

false

Description

Check this box if the account don't wish to receive postage or mail

Name

USYD_Preferred_Account_Mailing_Address__c

Label

Preferred Account Mailing Address

Type

FORMULA (TEXT)(1300)

Help Text

Captures Address if either or both Do Not Mail and Do Not Contact are unchecked and address is not empty.

Description

Captures Address if either or both Do Not Mail and Do Not Contact are unchecked and address is not empty.

Name

USYD_Preferred_Email__c

Label

Preferred Email

Type

FORMULA (TEXT)(1300)

Help Text

Captures Email if either or both Do Not Email and Do Not Contact are unchecked.

Description

Captures Email if either or both Do Not Email and Do Not Contact are unchecked.

Name

USYD_Preferred_Phone__c

Label

Preferred Phone

Type

FORMULA (TEXT)(1300)

Help Text

Captures Phone if either or both Do Not Call and Do Not Contact are unchecked.

Description

Captures Phone if either or both Do Not Call and Do Not Contact are unchecked.

Name

USYD_Total_Funds_Received__c

Label

Total Funds Received

Type

ROLL-UP SUMMARY

Name

USYD_Special_Category__c

Label

Special Category

Type

PICKLIST (MULTI-SELECT)

Picklist values

AAIA Donor
Bill Walsh Donor
CMRI Donor
Grateful Patient
Grateful Patient Donor
In Memorial Donor
NEAF Donor
Northern Clinical School Donor
SSI Donor
Sydney Peace Foundation Donor
Warren Centre Donor
Western Clinical School Donor
Hoc Mai Donor

Name

AQB__LargestGiftPledgeDate__c

Label

Largest Gift/Pledge Date

Type

DATE

Help Text

This is the Largest Gift/Pledge Date on this Account

Description

This is the Largest Gift/Pledge Date on this Account

Name

AQB__LargestGiftPledgeId__c

Label

Largest Gift/Pledge

Type

LOOKUP

Foreign key

Yes

Help Text

This is the Largest Gift/Pledge on this Account.

Description

This is the Largest Gift/Pledge on this Account.

Name

USYD_Last_Activity_Report__c

Label

Last Activity Report

Type

LOOKUP

Foreign key

Yes

Help Text

Autoupdates lastest completed activity report if any.

Description

This field captures the latest completed activity report for this account.

Name

Usyd_Primary_contact_type__c

Label

Primary contact type

Type

FORMULA (TEXT)(1300)

Name

Usyd_Stewardship_Level__c

Label

Stewardship Level

Type

PICKLIST

Help Text

Tier A - $500K+ and other criteria (as agreed with PM).
Tier B - $100 - $500K Households.
Tier C - Falls outside Tier A & B criteria.

Picklist values

Tier A
Tier B
Tier C
Outside of Tiered Stewardship Strategy

Description

Tier A - $500K+ and other criteria (as agreed with PM)
Tier B - $100 - $500K Households
Tier C - Falls outside Tier A & B criteria

Name

USyd_Contacts_Count__c

Label

Contacts Count

Type

NUMBER(18,0)

Name

Usyd_Account_DNS_Derivation__c

Label

Account DNS Derivation

Type

CHECKBOX

Required

Yes

Default value

false

Name

USYD_Duplicate_Review_Complete__c

Label

Duplicate Review Complete

Type

CHECKBOX

Required

Yes

Default value

false

Description

Exclude from duplicate rule evaluation if True

Name

USYD_Largest_Gift_Pledge_Designation__c

Label

Largest Gift/Pledge Designation

Type

LOOKUP

Foreign key

Yes

Help Text

Largest Gift/Pledge Designation picked from largest transaction of the largest gift/pledge on that account.

Description

Largest Gift/Pledge Designation picked from largest transaction of the largest gift/pledge on that account.

Name

Usyd_RTS_Reason__c

Label

RTS Reason

Type

PICKLIST

Help Text

RTS Reason. Other will be tracked in the mailing address note field

Picklist values

No Longer at this Address
Contact is Deceased
Insufficient/Invalid Address
Requested to no longer receive mail
No Reason
Other

Description

RTS Reason. Other will be tracked in the mailing address note field

Name

Salesforce_ID__c

Label

Salesforce ID (18 Digits)

Type

FORMULA (TEXT)(1300)

Name

AQB__Fee1Exception_AQ__c

Label

Fee 1 Exception

Type

TEXT(255)

Name

AQB__Fee1ExemptReason_AQ__c

Label

Fee 1 Exempt Reason

Type

PICKLIST

Picklist values

Department Paid
Donor Paid
Gift Fee Payments
Gift-In-Kind
Grant
Matching Claim
Pledge
Student Support

Name

AQB__Fee1Exempt_AQ__c

Label

Fee 1 Exempt

Type

CHECKBOX

Required

Yes

Default value

false

Name

AQB__Fee1SourceAccount_AQ__c

Label

Fee 1 Source Account

Type

TEXT(45)

Name

AQB__Fee1_AQ__c

Label

Fee 1

Type

PERCENT(3,2)

Help Text

The first fee as a percentage of the transaction amount to this Account.

Description

The first fee as a percentage of the transaction amount to this Account.

Name

AQB__Fee2Exception_AQ__c

Label

Fee 2 Exception

Type

TEXT(255)

Name

AQB__Fee2ExemptReason_AQ__c

Label

Fee 2 Exempt Reason

Type

PICKLIST

Picklist values

Department Paid
Donor Paid
Gift Fee Payments
Gift-In-Kind
Grant
Matching Claim
Pledge
Student Support

Name

AQB__Fee2Exempt_AQ__c

Label

Fee 2 Exempt

Type

CHECKBOX

Required

Yes

Default value

false

Name

AQB__Fee2SourceAccount_AQ__c

Label

Fee 2 Source Account

Type

TEXT(45)

Name

AQB__Fee2_AQ__c

Label

Fee 2

Type

PERCENT(3,2)

Help Text

The second fee as a percentage of the transaction amount to this Account.

Description

The second fee as a percentage of the transaction amount to this Account.

Name

AQB__HEPId__c

Label

HEP Id

Type

TEXT(10)

Help Text

The ID number for this Account in the HEP database.

Description

The ID number for this Account in the HEP database.

Name

AQB__MostRecentTransactionAmount__c

Label

Most Recent Transaction Amount

Type

CURRENCY(9,2)

Help Text

The Amount of the most recent Transaction, excluding Pledge Payments.

Description

The Amount of the most recent Transaction, excluding Pledge Payments.

Name

AQB__MostRecentTransactionCampaignAppeal__c

Label

Most Recent Transaction Campaign Appeal

Type

TEXT(80)

Help Text

The Campaign Appeal of the most recent Transaction, excluding Pledge Payments.

Description

The Campaign Appeal of the most recent Transaction, excluding Pledge Payments.

Name

AQB__MostRecentTransactionDate__c

Label

Most Recent Transaction Date

Type

DATE

Help Text

The Date of the most recent Transaction, excluding Pledge Payments.

Description

The Date of the most recent Transaction, excluding Pledge Payments.

Name

AQB__MostRecentTransactionDesignation__c

Label

Most Recent Transaction Designation

Type

TEXT(80)

Help Text

The Designation of the most recent Transaction, excluding Pledge Payments.

Description

The Designation of the most recent Transaction, excluding Pledge Payments.

Name

AQB__MostRecentTransactionFundraisingCampaign__c

Label

Most Recent Transaction Fundraising Camp

Type

TEXT(80)

Help Text

The Fundraising Campaign of the most recent Transaction, excluding Pledge Payments.

Description

The Fundraising Campaign of the most recent Transaction, excluding Pledge Payments.

Name

AQB__MostRecentTransactionRecordType__c

Label

Most Recent Transaction Record Type

Type

TEXT(30)

Help Text

The Record Type of the most recent Transaction, excluding Pledge Payments.

Description

The Record Type of the most recent Transaction, excluding Pledge Payments.

Name

AQB__MostRecentTransaction__c

Label

Most Recent Transaction

Type

LOOKUP

Foreign key

Yes

Help Text

The most recent Transaction, excluding Pledge Payments.

Description

The most recent Transaction, excluding Pledge Payments.

Name

AQB__WealthEstimateDate_AQ__c

Label

Wealth Estimate Date

Type

DATE

Help Text

Account Wealth Estimate Date

Description

Account Wealth Estimate Date

Name

AQB__WealthEstimate_AQ__c

Label

Wealth Estimate

Type

CURRENCY(18,0)

Help Text

Account Wealth Estimate

Description

Account Wealth Estimate

Name

AQB__CapacitySource__c

Label

Capacity Source

Type

PICKLIST

Picklist values

Screening
Wealth Engine
DonorSearch

Name

AQB__RatingSource__c

Label

Rating Source

Type

PICKLIST

Picklist values

Screening
Wealth Engine
DonorSearch

Name

AQB__WealthEstimateSource__c

Label

Wealth Estimate Source

Type

PICKLIST

Picklist values

Screening
Wealth Engine
DonorSearch

Name

USYD_CG_ACC_DPID_Location__c

Label

Address DPID

Type

TEXT(100)

Help Text

A unique eight-digit Delivery Point Identifier (DPID) for each delivery address within Australia

Name

caseman__MaximumClientsServed__c

Label

Maximum Clients Served At Any Time

Type

NUMBER(18,0)

Help Text

The maximum client-serving capacity of an organization, location, or partner organization.

Description

The maximum client-serving capacity of an organization, location, or partner organization.

Name

sumoapp__CreatedBySumo__c

Label

Created By SUMO

Type

CHECKBOX

Required

Yes

Default value

false

Name

USYD_Account_ExternalID__c

Label

USYD Account ExternalID

Type

TEXT(100)

Unique

Yes

Name

USYD_Account_Faculty_Alias__c

Label

Account Faculty Alias

Type

TEXT(255)

Name

USYD_Account_Faculty_Descriptipn__c

Label

Account Faculty Descriptipn

Type

TEXT(255)

Name

Usyd_Household_Formal_Salutation__c

Label

Household Formal Salutation

Type

FORMULA (TEXT)(1300)

Description

AVE-39

Name

Usyd_Household_Informal_Salutation__c

Label

Household Informal Salutation

Type

FORMULA (TEXT)(1300)

Description

AVE-39

Name

Usyd_Household_Mailing_Name_Salutation__c

Label

Household Mailing Name Salutation

Type

FORMULA (TEXT)(1300)

Description

AVE-39

Name

bt_stripe__Active_ARR__c

Label

Upcoming ARR

Type

NUMBER(16,2)

Help Text

The total amount of Draft or Sent annually recurring subscription invoices.

Description

Annual revenue.

Name

bt_stripe__Active_MRR__c

Label

Upcoming MRR

Type

NUMBER(16,2)

Help Text

The total amount of Draft or Sent monthly recurring subscription invoices.

Description

Monthly revenue.

Name

bt_stripe__Active_QRR__c

Label

Upcoming QRR

Type

NUMBER(16,2)

Help Text

The total amount of Draft or Sent 'every 3 month' billing subscription invoices.

Description

Quaterly revenue.

Name

bt_stripe__Active_Subscription_Names__c

Label

Active Subscription Names

Type

TEXT AREA (LONG)(32768)

Help Text

Active subscription names.

Description

Active subscription names

Name

bt_stripe__Create_Stripe_Customer__c

Label

Create Stripe Customer

Type

CHECKBOX

Required

Yes

Default value

false

Name

bt_stripe__Default_Payment_Method__c

Label

Default Payment Method

Type

LOOKUP

Foreign key

Yes

Help Text

Latest payment method will be automatically populated, but can be updated.

Description

Latest payment method will be automatically populated, but can be updated.

Name

bt_stripe__Historical_Account_Value__c

Label

Historical Account Value

Type

NUMBER(16,2)

Help Text

Historical Account Value.

Description

Historical Account Value.

Name

bt_stripe__Last_Finalized_ARR__c

Label

Last Finalized ARR

Type

NUMBER(16,2)

Help Text

The total amount of finalized or Paid annually recurring subscription invoices.

Description

The total amount of finalized or Paid annually recurring subscription invoices.

Name

bt_stripe__Last_Finalized_MRR__c

Label

Last Finalized MRR

Type

NUMBER(16,2)

Help Text

The total amount of finalized or paid monthly recurring subscription invoices.

Description

The total amount of finalized or paid monthly recurring subscription invoices.

Name

bt_stripe__Last_Finalized_QRR__c

Label

Last Finalized QRR

Type

NUMBER(16,2)

Help Text

The total amount of finalized or Paid 'every 3 month' billing subscription invoices.

Description

The total amount of finalized or Paid 'every 3 month' billing subscription invoices.

Name

bt_stripe__Last_Finalized_Sum_All_ARR__c

Label

Last Finalized Sum of All as ARR

Type

NUMBER(16,2)

Help Text

Sum of MRR+QRR+ARR revenue.

Description

Sum of MRR+QRR+ARR revenue.

Name

bt_stripe__Subscription_Status__c

Label

Subscription Status

Type

PICKLIST

Help Text

See documentation for details.

Picklist values

Trialing
Active
past_due
Canceled
Unpaid
See Subscriptions

Description

See documentation for details.

Name

bt_stripe__Sum_All_ARR__c

Label

Upcoming Sum of All as ARR

Type

NUMBER(16,2)

Help Text

Sum of MRR+QRR+ARR revenue.

Description

Sum of MRR+QRR+ARR revenue.

Name

AQB__NumberClosedLostOpps__c

Label

Number of Closed Lost Opportunities

Type

ROLL-UP SUMMARY

Help Text

The number of opportunities that are 'Closed Lost'.

Description

The number of opportunities that are 'Closed Lost'.

Name

AQB__NumberClosedWonOpps__c

Label

Number of Closed Won Opportunities

Type

ROLL-UP SUMMARY

Help Text

The number of opportunities that are 'Closed Won'.

Description

The number of opportunities that are 'Closed Won'.

Name

AQB__NumberOpenOpps__c

Label

Number of Open Opportunities

Type

ROLL-UP SUMMARY

Help Text

The number of Opportunities that are not closed.

Description

The number of Opportunities that are not closed.

Name

AQB__AccountPicture__c

Label

Account Picture

Type

TEXT AREA (RICH)(32768)

Help Text

Picture of the Account.

Description

Picture of the Account.

Name

AQB__RevertAddressInUseType__c

Label

Revert Address In Use Type

Type

TEXT(100)

Help Text

The address in use type that the account's mailing address will revert to once a seasonal address expires.

Description

The address in use type that the account's mailing address will revert to once a seasonal address expires.

Name

USYD_Special_Category_Not_Calculated__c

Label

Special Category Not Calculated

Type

CHECKBOX

Required

Yes

Default value

false

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