Object: AQB__Gift__c

Id

Record ID

ID

IsDeleted

Deleted

CHECKBOX

Name

Gift/Pledge Number

AUTO NUMBER

RecordTypeId

Record Type 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

DATE

LastViewedDate

Last Viewed Date

DATETIME

LastReferencedDate

Last Referenced Date

DATETIME

AQB__Account__c

Account

MASTER-DETAIL

The name of the Account responsible for this Gift.

AQB__AccountId__c

Account

LOOKUP

The account for this Gift/Pledge.

AQB__Acknowledgement__c

Acknowledgement

LOOKUP

AQB__Alert__c

Alert

TEXT AREA (LONG)(4000)

AQB__AnonymityLevel__c

Anonymity Level

PICKLIST

Indicates the anonymity level of this batch item.

AQB__Anonymous__c

Anonymous

CHECKBOX

If checked, the donor wishes this Gift to be treated as Anonymous.

AQB__BypassGiftRecognitionLogic__c

Bypass Gift Recognition Logic

CHECKBOX

If checked, bypass the logic that creates the gift recognition credits based on the defualt percentages specified on the contact. This field should not be shown on user screens, it is used internally.

AQB__CampaignDifferent__c

Campaign Different

CHECKBOX

This field is used for pledge processing as a part of batch entry. It is not for reporting, display, or any other purpose.

AQB__CampaignFund__c

Fundraising Campaign

LOOKUP

The name of the Fund drive that generated this Gift.

AQB__Category__c

Deprecated Category

PICKLIST

Indicated if the Planned gift is revocable or irrevocable.

AQB__ConditionalPledge__c

Deprecated Conditional Pledge

CHECKBOX

If checked, it signifies that this Gift is a Pledge with a condition for fulfilment attached. This distinction is necessary for accurate accounting purposes.

AQB__CreditedOpportunity__c

Credited Opportunity

LOOKUP

If this Gift is the fulfillment of an Opportunity, this field is used to create the link between the Gift and that Opportunity.

AQB__Date__c

Gift Date

DATE

The date of the Gift.

AQB__Doc_link__c

Doc link

URL

AQB__DonorAccount__c

Deprecated Originating Donor Account

LOOKUP

If this Gift record is a Soft Credit, this field is a link to the Account of the donor who made the original gift.

AQB__FundRaisingCampaignText__c

Fundraising Campaign Text

TEXT(100)

AQB__GiftDescription__c

Description

TEXT AREA (LONG)(2000)

Any free text information you wish to associate with this Gift.

AQB__GiftExternalID__c

External ID

TEXT(100)

A unique identifier, used during the import of Gifts.

AQB__Gift_Count__c

Gift Count

FORMULA (NUMBER)(18,0)

AQB__Hard_Credit_Gift_Recogntion__c

Hard Credit Gift Recogntion

LOOKUP

AQB__IncludeConditionalPledgeInTotal__c

Include Conditional Pledge In Total

CHECKBOX

An internal field that reflects the conditions of Giving Setup, regarding your institutional preference for including or excluding conditional pledges when calculating certain giving totals.

AQB__IncludeMatchDueInTotal__c

Include Match Due In Total

CHECKBOX

An internal field that reflects the conditions of Giving Setup, regarding your institutional preference for including or excluding the amounts of matching gift pledges that have not yet been fulfilled, when calculating certain giving totals.

AQB__IncludeMatchPaidInTotal__c

Include Match Paid In Total

CHECKBOX

An internal field that reflects the conditions of Giving Setup, regarding your institutional preference for including or excluding the amounts of matching gift pledges that have been paid, when calculating certain giving totals.

AQB__IncludeUnconditionalPledgeInTotal__c

Include Pledges In Total

CHECKBOX

An internal field that reflects the conditions of Giving Setup, regarding your institutional preference for including or excluding pledges when calculating certain giving totals.

AQB__InitialNetPresentValue__c

Initial Net Present Value

CURRENCY(10,2)

AQB__InitialNetPresentValueofOpportunity__c

Deprecated Initial NPV of Opp

FORMULA (CURRENCY)(16,2)

AQB__Instrument__c

Instrument

PICKLIST

Instrument of the Planned Gift.

AQB__IsPaymentRolled__c

Deprecated IsPaymentRolled

CHECKBOX

AQB__MatchLink__c

Matched Gift

LOOKUP

If this Gift is to be matched, this field provides the link to that Matching Gift.

AQB__MatchedAccount__c

Matched Account

FORMULA (TEXT)(1300)

AQB__Matched__c

Matched?

CHECKBOX

If checked, this field indicates that the Gift will be matched by the donor's employer or other corporation.

AQB__MatchingGiftPaymentsDue__c

Deprecated Matching Gift Payments Due

CURRENCY(9,2)

This system-calculated field shows the total amount of all matching gifts that are expected but have not yet been received as a result of this Gift.

AQB__MatchingGiftPaymentsMade__c

Deprecated Matching Gift Payments Made

CURRENCY(9,2)

This system-calculated field shows the total amount of all matching gifts that have been received as a result of this Gift.

AQB__MaturityDate__c

Maturity Date

DATE

The date the planned gift reaches maturity.

AQB__NumberofPayments__c

Number of Payments

NUMBER(6,0)

An internal field, for system use only.

AQB__OriginatingGiftStatus__c

Originating Gift Status

FORMULA (TEXT)(1300)

AQB__OriginatingGift__c

Deprecated Originating Gift Soft Credit

LOOKUP

If this Gift record is a Soft Credit, this field is a link to the original gift.

AQB__OwnerUnit__c

Owner Unit

PICKLIST

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

AQB__Payments__c

Payments

CURRENCY(9,2)

For internal use only. Do not use in Data Entry or in Reports.

AQB__PledgeBalanceConditional__c

Deprecated Pledge Balance - Conditional

CURRENCY(9,2)

A system-calculated sum of all as yet unpaid pledges that are part of this Gift, which have a condition that must be met in order for the pledge to be fulfilled.

AQB__PledgeBalanceTotal__c

Pledge Balance - Total

CURRENCY(9,2)

For internal use only. Do not use in Data Entry or in Reports.

AQB__PledgeBalanceUnconditional__c

DeprecatedPledge Balance - Unconditional

CURRENCY(9,2)

A system-calculated sum of all unconditional but as yet unpaid pledges that are part of this Gift.

AQB__PledgeEndDate__c

Pledge End Date

DATE

An internal field, used by the system during data entry only. It determines the end date of the pledge payments in the schedule that is being created.

AQB__PledgeFrequency__c

Pledge Frequency

NUMBER(3,0)

An internal field, used by the system during data entry only. It determines the frequency of the pledge payments in the schedule that is being created.

AQB__PledgeInterval__c

Pledge Interval

PICKLIST

An internal field, used by the system during data entry only. It determines the interval of the pledge payments in the schedule that is being created.

AQB__PledgeScheduleType__c

Pledge Schedule Type

PICKLIST

An internal field, used by the system during data entry only. It determines the nature of the pledge payment schedule that is being created.

AQB__PledgeStartDate__c

Pledge Start Date

DATE

An internal field, used by the system during data entry only. This date will become the due date for the first installment payment.

AQB__ProportionalGiftCredit__c

Proportional Gift Recognition Credit

CHECKBOX

If checked, this field indicates that the amount of any associated Gift Recognition Credits will be a proportional share of the original Gift, based on the number of such Gift Recognition Credits there are for this Gift.

AQB__RecurringGiftLink__c

Recurring Gift Link

LOOKUP

AQB__RestrictedTotal__c

Deprecated Restricted Total

CURRENCY(9,2)

The sum of the Transactions for the Gift that have a Restricted Designation, as indicated by a checkbox setting in the Chart of Accounts entry for the Designation specified for the Transactions. System-calculated.

AQB__Revocable__c

Revocable

CHECKBOX

AQB__RollUpPledgeBalanceTotal__c

Balance Due

FORMULA (CURRENCY)(16,2)

A system-calculated sum of all unconditional and conditional but as yet unpaid pledges that are part of this Gift.

AQB__SameCampaign__c

Campaign Same

CHECKBOX

This field is used for pledge processing as a part of batch entry. It is not for reporting, display, or any other purpose.

AQB__Setup__c

Setup

LOOKUP

AQB__SoftCredit__c

Soft Credit?

CHECKBOX

If checked, this field indicates that there are Soft Credits linked to this Gift.

AQB__StatusAbbr__c

Status

FORMULA (TEXT)(1300)

This field is used to indicate whether or not all Transactions that are part of of the Gift are in closed Batches. If not, the display will say, THIS GIFT HAS UNPOSTED TRANSACTIONS.

AQB__Status__c

Status

FORMULA (TEXT)(1300)

This field is used to indicate whether or not all Transactions that are part of of the Gift are in closed Batches. If so, the indicator will be green and the word 'Posted' will be shown. If not, the display will be yellow and say, THIS GIFT HAS UNPOSTED TRANSACTIONS.

AQB__TaxAmount__c

Tax Amount

CURRENCY(10,2)

The amount of the Planned Gift that is taxable.

AQB__Testamentary__c

Testamentary Gift?

CHECKBOX

If checked, this field indicates that this is a Testamentary Gift.

AQB__TotalAssetAmount__c

Total Asset Amount

CURRENCY(10,2)

The total asset amount of the Planned Gift.

AQB__TotalGift__c

Total

FORMULA (CURRENCY)(16,2)

The total amount of this Gift. Your institutional standards and the corresponding Affinaquest setup will determine whether elements such as matching gifts and conditional pledges will or will not be included in this system-calculated amount.

AQB__Type__c

Instrument Descriptor

PICKLIST

Indicates the category of Instrument for the Planned Gift.

AQB__UnrestrictedTotal__c

Deprecated Unrestricted Total

CURRENCY(9,2)

The sum of the Transactions for the Gift that have an Unrestricted Designation, as indicated by a checkbox setting in the Chart of Accounts entry for the Designation specified for the Transactions. System-calculated.

AQB__DateofLastPledgePayment__c

Date of Last Pledge Payment

ROLL-UP SUMMARY

AQB__NextPledgeDueDate__c

Next Pledge Due Date

ROLL-UP SUMMARY

This system-calculated field examines the due dates of all outstanding pledges that are part of this Gift and displays the most imminent such date.

AQB__NumberofOpenTransactions__c

Deprecated Number of Open Transactions

ROLL-UP SUMMARY

An internal field that is a count of the transactions that are part of this Gift, but which are part of an open batch.

AQB__OriginalPledgedAmount__c

OLD Original Pledged Amount

ROLL-UP SUMMARY

This field is used internally and should no longer be used for the Original Amount Pledge, please use the Original Pledged Amount instead.

AQB__RollUpMatchingGiftPaymentsDue__c

Matching Gift Payments Due

ROLL-UP SUMMARY

This system-calculated field shows the total amount of all matching gifts that are expected but have not yet been received as a result of this Gift.

AQB__RollUpMatchingGiftPaymentsMade__c

Matching Gift Payments Made

ROLL-UP SUMMARY

This system-calculated field shows the total amount of all matching gifts that have been received as a result of this Gift.

AQB__RollUpPayments__c

Payments

ROLL-UP SUMMARY

A system-calculated sum of all Cash, Securities, Real Property, Personal Property or other tangible assets that are part of this Gift.

AQB__RollUpPledgeBalanceConditional__c

Soft Credits

ROLL-UP SUMMARY

A system-calculated sum of all soft credit Transactions.

AQB__RollUpPledgeBalanceUnconditional__c

Pledge Balance

ROLL-UP SUMMARY

A system-calculated sum of all as yet unpaid pledges that are part of this Gift.

AQB__RollUpRestrictedTotal__c

Pledged Amount

ROLL-UP SUMMARY

For a Pledge, the current amount of the pledge. The original amount entered is reduced if the Pledge or part of the Pledge is voided, written off, or paid by a third party.

aqcv_conversionid__c

aqcv conversionid

TEXT(255)

Unique id

AQB__AnnualReceipt__c

Annual Receipt

CHECKBOX

If checked, a consolidated receipt will be issued for the pledge payment Transactions that were made during the calendar year.

AQB__ApproveReceipt__c

Receipt Needs Approval

CHECKBOX

If checked, approval is needed to issue the receipt for this Gift.

AQB__NoReceipt__c

Do Not Receipt

CHECKBOX

If checked, do not issue a receipt for the Transactions that are linked to this Gift.

AQB__ReceiptCount__c

Number of Receipts

NUMBER(3,0)

The number of non-voided Receipts that have been created for this Gift/Pledge.

GRC_roll_up__c

GRC roll-up

TEXT(255)

Used to capture the contacts that were given recognition credit for this gift.

Trans_DFN1__c

Trans DFN1

TEXT(255)

Trans_DFN2__c

Trans DFN2

TEXT(255)

Trans_DFN3__c

Trans DFN3

TEXT(255)

Trans_DFN4__c

Trans DFN4

TEXT(255)

Trans_DFN5__c

Trans DFN5

TEXT(255)

Trans_SU1__c

Trans SU1

TEXT(255)

The COA school/Unit from the transaction on the gift.

Trans_SU2__c

Trans SU2

TEXT(255)

Trans_SU3__c

Trans SU3

TEXT(255)

Trans_SU4__c

Trans SU4

TEXT(255)

Trans_SU5__c

Trans SU5

TEXT(255)

Transaction_Roll_up__c

Transaction roll-up School/Unit

TEXT(255)

Used to capture the values in the COA School/Unit field from the associated records

Transaction_roll_up_COAcode__c

Transaction roll-up COAcode

TEXT(255)

Used to hold the account numbers from transactions for receipting purposes.

Transaction_roll_up_DFN__c

Transaction roll-up DFN

TEXT(255)

This is used to capture the flavor text of related transactions

Transaction_roll_up_Designations__c

Transaction roll-up Designations

TEXT(255)

Used to capture the Designations of related transactions for receipting

USyd_Pledge_Status__c

Pledge Status

PICKLIST

USyd_Funds_Raised_Amount__c

Funds Raised Amount

ROLL-UP SUMMARY

USyd_Last_Payment_Date__c

Last Payment Date

ROLL-UP SUMMARY

To calculate the last Payment of a pledge or a recurring gift. This is useful to determine if a recurring gift should be charged on the next payment cycle.

USyd_Payment_Count__c

Payment Count

ROLL-UP SUMMARY

This is just a test. For deletion

Written_off_total__c

Written off total

ROLL-UP SUMMARY

USYD_Credited_Contacts__c

Credited Contacts

TEXT(255)

USYD_Gift_Receipt_Number__c

Gift Receipt Number

FORMULA (TEXT)(1300)

USYD_Gift_Recognition_Credit__c

Gift Recognition Credit

LOOKUP

Usyd_BSB__c

BSB

FORMULA (TEXT)(1300)

Usyd_Gift_Pledge_Total_Amount__c

Gift Pledge Total Amount

FORMULA (CURRENCY)(16,2)

Custom formula Field for display on Account - Gift/Pledge related list view. Rules If record type is Pledge then Pledge amount else Total

Usyd_Gift_Pledge_WO_Designation__c

Pledge WO Designation

TEXT AREA(255)

Write Off Designation which got updated from Transaction

Usyd_Gift_Pledge_WO_Notation__c

Pledge WO Notation

TEXT(120)

Get Pledge Write Off Notation from Transaction

Usyd_Gift_Type__c

Gift Type

FORMULA (TEXT)(1300)

This Custom field will check if the Pledge amount greater than 0 then it is Pledge else Gift

Usyd_Pledge_Write_Off_Total_Amount__c

Pledge Write Off Total Amount

ROLL-UP SUMMARY

Sum up the total amount write off

AQC_Campaign_Partner_Fund__c

Campaign Partner Fund

CHECKBOX

Usyd_Campaign_Appeal__c

Campaign Appeal

LOOKUP

USYD_Special_Category_Transaction_Count__c

Special Category Transaction Count

ROLL-UP SUMMARY

Counts special category transactions

Count_of_Transactions__c

Count of Transactions

ROLL-UP SUMMARY

USyd_Pledge_Reminder_Owner__c

Pledge Reminder Owner

LOOKUP

This field should show the same pledge reminder owner as specified in Batch item of the related gift.

USYD_Funds_Received__c

Funds Received

ROLL-UP SUMMARY

AQB__OriginalAmountPledged__c

Original Amount Pledged

FORMULA (CURRENCY)(16,2)

For a Pledge, the original amount of the pledge. This amount is not reduced if the Pledge or part of the Pledge is voided, written off, or paid by a third party. It will include additional pledges added after the initial pledge is created.

AQB__PledgeWriteOffTotal__c

Pledge Write Off Total

ROLL-UP SUMMARY

Usyd_Actual_Donor_Type__c

Actual Donor Type

TEXT AREA(255)

Displays the concatenated contact types

Usyd_Gift_Driver_Derivation__c

Gift Driver Derivation

CHECKBOX

Update this field when a GRC or SCT record created related to a gift

Usyd_Gift_Driver__c

Gift Driver

TEXT(30)

Usyd_Bank__c

Bank

FORMULA (TEXT)(1300)

Usyd_Drawer__c

Drawer

FORMULA (TEXT)(1300)

Usyd_Text_Area_Description__c

Text Area Description

TEXT AREA(255)

AQB__AdditionalNewGift__c

Additional New Gift

LOOKUP

When a pledge is overpaid and the overpayment is saved as a gift, this links the pledge to the gift.

AQB__DesignationText__c

Designation

TEXT(80)

This field is automatically populated by the system. If there is one designation for all Transactions on the Gift, the Name of the Designation displays. If there is more than one, then 'Multiple' displays.

AQB__RelatedPledge__c

Related Pledge

LOOKUP

When a pledge is overpaid and the overpayment is saved as a gift, this links the gift to the originating pledge.

AQB__ContactUtilityDate__c

Contact Utility Date

DATE

Date a gift was created/moved using Contact Utility

AQB__EngagementScoreCategory__c

Engagement Score Category

PICKLIST

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

AQB__EngagementScoreOverride__c

Engagement Score Override

CHECKBOX

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

AQB__EngagementScore__c

Engagement Score

NUMBER(4,0)

This field holds the score value associated with an override.

Date_less_than_today

Date_less_than_today

GiftInsertAfter

AQB.GiftInsertAfter

GiftInsertBefore

AQB.GiftInsertBefore

GiftUpdateAfter

AQB.GiftUpdateAfter

GiftUpdateBefore

AQB.GiftUpdateBefore

GiftTrigger

AQB.GiftTrigger

Name

Id

Label

Record ID

Type

ID

Required

Yes

Name

IsDeleted

Label

Deleted

Type

CHECKBOX

Required

Yes

Default value

false

Name

Name

Label

Gift/Pledge Number

Type

AUTO NUMBER

Required

Yes

Name

RecordTypeId

Label

Record Type ID

Type

LOOKUP

Foreign key

Yes

Name

CreatedDate

Label

Created Date

Type

DATETIME

Required

Yes

Name

CreatedById

Label

Created By ID

Type

LOOKUP

Foreign key

Yes

Required

Yes

Name

LastModifiedDate

Label

Last Modified Date

Type

DATETIME

Required

Yes

Name

LastModifiedById

Label

Last Modified By ID

Type

LOOKUP

Foreign key

Yes

Required

Yes

Name

SystemModstamp

Label

System Modstamp

Type

DATETIME

Required

Yes

Name

LastActivityDate

Label

Last Activity Date

Type

DATE

Name

LastViewedDate

Label

Last Viewed Date

Type

DATETIME

Name

LastReferencedDate

Label

Last Referenced Date

Type

DATETIME

Name

AQB__Account__c

Label

Account

Type

MASTER-DETAIL

Foreign key

Yes

Required

Yes

Help Text

The name of the Account responsible for this Gift.

Description

The name of the Account responsible for this Gift.

Name

AQB__AccountId__c

Label

Account

Type

LOOKUP

Foreign key

Yes

Help Text

The account for this Gift/Pledge.

Description

The account for this Gift/Pledge.

Name

AQB__Acknowledgement__c

Label

Acknowledgement

Type

LOOKUP

Foreign key

Yes

Help Text

Acknowledgement type used to acknowledge this gift.

Name

AQB__Alert__c

Label

Alert

Type

TEXT AREA (LONG)(4000)

Help Text

An alert that should display whenever the Gift is displayed.

Name

AQB__AnonymityLevel__c

Label

Anonymity Level

Type

PICKLIST

Help Text

Indicates the anonymity level of this batch item.

Picklist values

Totally Anonymous

Description

Indicates the anonymity level of this batch item.

Name

AQB__Anonymous__c

Label

Anonymous

Type

CHECKBOX

Required

Yes

Help Text

If checked, the donor wishes this Gift to be treated as Anonymous.

Default value

false

Description

If checked, the donor wishes this Gift to be treated as Anonymous.

Name

AQB__BypassGiftRecognitionLogic__c

Label

Bypass Gift Recognition Logic

Type

CHECKBOX

Required

Yes

Help Text

If checked, bypass the logic that creates the gift recognition credits based on the defualt percentages specified on the contact. This field should not be shown on user screens, it is used internally.

Default value

false

Description

If checked, bypass the logic that creates the gift recognition credits based on the defualt percentages specified on the contact. This field should not be shown on user screens, it is used internally.

Name

AQB__CampaignDifferent__c

Label

Campaign Different

Type

CHECKBOX

Required

Yes

Help Text

This field is used for pledge processing as a part of batch entry. It is not for reporting, display, or any other purpose.

Default value

false

Description

This field is used for pledge processing as a part of batch entry. It is not for reporting, display, or any other purpose.

Name

AQB__CampaignFund__c

Label

Fundraising Campaign

Type

LOOKUP

Foreign key

Yes

Help Text

The name of the Fund drive that generated this Gift.

Description

The name of the Fund drive that generated this Gift.

Name

AQB__Category__c

Label

Deprecated Category

Type

PICKLIST

Help Text

Indicated if the Planned gift is revocable or irrevocable.

Picklist values

Revocable
Irrevocable

Description

Indicated if the Planned gift is revocable or irrevocable.

Name

AQB__ConditionalPledge__c

Label

Deprecated Conditional Pledge

Type

CHECKBOX

Required

Yes

Help Text

If checked, it signifies that this Gift is a Pledge with a condition for fulfilment attached. This distinction is necessary for accurate accounting purposes.

Default value

false

Description

If checked, it signifies that this Gift is a Pledge with a condition for fulfilment attached. This distinction is necessary for accurate accounting purposes.

Name

AQB__CreditedOpportunity__c

Label

Credited Opportunity

Type

LOOKUP

Foreign key

Yes

Help Text

If this Gift is the fulfillment of an Opportunity, this field is used to create the link between the Gift and that Opportunity.

Description

If this Gift is the fulfillment of an Opportunity, this field is used to create the link between the Gift and that Opportunity.

Name

AQB__Date__c

Label

Gift Date

Type

DATE

Required

Yes

Help Text

The date of the Gift.

Description

The date of the Gift.

Name

AQB__Doc_link__c

Label

Doc link

Type

URL

Name

AQB__DonorAccount__c

Label

Deprecated Originating Donor Account

Type

LOOKUP

Foreign key

Yes

Help Text

If this Gift record is a Soft Credit, this field is a link to the Account of the donor who made the original gift.

Description

If this Gift record is a Soft Credit, this field is a link to the Account of the donor who made the original gift.

Name

AQB__FundRaisingCampaignText__c

Label

Fundraising Campaign Text

Type

TEXT(100)

Name

AQB__GiftDescription__c

Label

Description

Type

TEXT AREA (LONG)(2000)

Help Text

Any free text information you wish to associate with this Gift.

Description

Any free text information you wish to associate with this Gift.

Name

AQB__GiftExternalID__c

Label

External ID

Type

TEXT(100)

Unique

Yes

Help Text

A unique identifier, used during the import of Gifts.

Description

A unique identifier, used during the import of Gifts.

Name

AQB__Gift_Count__c

Label

Gift Count

Type

FORMULA (NUMBER)(18,0)

Name

AQB__Hard_Credit_Gift_Recogntion__c

Label

Hard Credit Gift Recogntion

Type

LOOKUP

Foreign key

Yes

Name

AQB__IncludeConditionalPledgeInTotal__c

Label

Include Conditional Pledge In Total

Type

CHECKBOX

Required

Yes

Help Text

An internal field that reflects the conditions of Giving Setup, regarding your institutional preference for including or excluding conditional pledges when calculating certain giving totals.

Default value

false

Description

An internal field that reflects the conditions of Giving Setup, regarding your institutional preference for including or excluding conditional pledges when calculating certain giving totals.

Name

AQB__IncludeMatchDueInTotal__c

Label

Include Match Due In Total

Type

CHECKBOX

Required

Yes

Help Text

An internal field that reflects the conditions of Giving Setup, regarding your institutional preference for including or excluding the amounts of matching gift pledges that have not yet been fulfilled, when calculating certain giving totals.

Default value

true

Description

An internal field that reflects the conditions of Giving Setup, regarding your institutional preference for including or excluding the amounts of matching gift pledges that have not yet been fulfilled, when calculating certain giving totals.

Name

AQB__IncludeMatchPaidInTotal__c

Label

Include Match Paid In Total

Type

CHECKBOX

Required

Yes

Help Text

An internal field that reflects the conditions of Giving Setup, regarding your institutional preference for including or excluding the amounts of matching gift pledges that have been paid, when calculating certain giving totals.

Default value

false

Description

An internal field that reflects the conditions of Giving Setup, regarding your institutional preference for including or excluding the amounts of matching gift pledges that have been paid, when calculating certain giving totals.

Name

AQB__IncludeUnconditionalPledgeInTotal__c

Label

Include Pledges In Total

Type

CHECKBOX

Required

Yes

Help Text

An internal field that reflects the conditions of Giving Setup, regarding your institutional preference for including or excluding pledges when calculating certain giving totals.

Default value

false

Description

An internal field that reflects the conditions of Giving Setup, regarding your institutional preference for including or excluding pledges when calculating certain giving totals.

Name

AQB__InitialNetPresentValue__c

Label

Initial Net Present Value

Type

CURRENCY(10,2)

Help Text

The initial net present value of the linked opportunity at close.

Name

AQB__InitialNetPresentValueofOpportunity__c

Label

Deprecated Initial NPV of Opp

Type

FORMULA (CURRENCY)(16,2)

Help Text

The Initial Net Present Value of the Opportunity as set in the Opportunity.

Name

AQB__Instrument__c

Label

Instrument

Type

PICKLIST

Help Text

Instrument of the Planned Gift.

Picklist values

Bequest
Charitable Lead Annuity Trust
Charitable Lead Unitrust
Charitable Remainder Annuity Trust
Charitable Remainder Unitrust
Gift Annuity
Major Gift Opportunity
Net Income Unitrust
Pooled Income Fund
Real Property
Retained Life Estate
Trust
Personal Property

Description

Instrument of the Planned Gift.

Name

AQB__IsPaymentRolled__c

Label

Deprecated IsPaymentRolled

Type

CHECKBOX

Required

Yes

Default value

false

Name

AQB__MatchLink__c

Label

Matched Gift

Type

LOOKUP

Foreign key

Yes

Help Text

If this Gift is to be matched, this field provides the link to that Matching Gift.

Description

If this Gift is to be matched, this field provides the link to that Matching Gift.

Name

AQB__MatchedAccount__c

Label

Matched Account

Type

FORMULA (TEXT)(1300)

Help Text

The name of the Account whose gift was matched.

Name

AQB__Matched__c

Label

Matched?

Type

CHECKBOX

Required

Yes

Help Text

If checked, this field indicates that the Gift will be matched by the donor's employer or other corporation.

Default value

false

Description

If checked, this field indicates that the Gift will be matched by the donor's employer or other corporation.

Name

AQB__MatchingGiftPaymentsDue__c

Label

Deprecated Matching Gift Payments Due

Type

CURRENCY(9,2)

Help Text

This system-calculated field shows the total amount of all matching gifts that are expected but have not yet been received as a result of this Gift.

Default value

0

Description

This system-calculated field shows the total amount of all matching gifts that are expected but have not yet been received as a result of this Gift.

Name

AQB__MatchingGiftPaymentsMade__c

Label

Deprecated Matching Gift Payments Made

Type

CURRENCY(9,2)

Help Text

This system-calculated field shows the total amount of all matching gifts that have been received as a result of this Gift.

Default value

0

Description

This system-calculated field shows the total amount of all matching gifts that have been received as a result of this Gift.

Name

AQB__MaturityDate__c

Label

Maturity Date

Type

DATE

Help Text

The date the planned gift reaches maturity.

Description

The date the planned gift reaches maturity.

Name

AQB__NumberofPayments__c

Label

Number of Payments

Type

NUMBER(6,0)

Help Text

An internal field, for system use only.

Description

An internal field, for system use only.

Name

AQB__OriginatingGiftStatus__c

Label

Originating Gift Status

Type

FORMULA (TEXT)(1300)

Name

AQB__OriginatingGift__c

Label

Deprecated Originating Gift Soft Credit

Type

LOOKUP

Foreign key

Yes

Help Text

If this Gift record is a Soft Credit, this field is a link to the original gift.

Description

If this Gift record is a Soft Credit, this field is a link to the original gift.

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__Payments__c

Label

Payments

Type

CURRENCY(9,2)

Help Text

For internal use only. Do not use in Data Entry or in Reports.

Default value

0

Description

For internal use only. Do not use in Data Entry or in Reports.

Name

AQB__PledgeBalanceConditional__c

Label

Deprecated Pledge Balance - Conditional

Type

CURRENCY(9,2)

Help Text

A system-calculated sum of all as yet unpaid pledges that are part of this Gift, which have a condition that must be met in order for the pledge to be fulfilled.

Description

A system-calculated sum of all as yet unpaid pledges that are part of this Gift, which have a condition that must be met in order for the pledge to be fulfilled.

Name

AQB__PledgeBalanceTotal__c

Label

Pledge Balance - Total

Type

CURRENCY(9,2)

Help Text

For internal use only. Do not use in Data Entry or in Reports.

Default value

0

Description

For internal use only. Do not use in Data Entry or in Reports.

Name

AQB__PledgeBalanceUnconditional__c

Label

DeprecatedPledge Balance - Unconditional

Type

CURRENCY(9,2)

Help Text

A system-calculated sum of all unconditional but as yet unpaid pledges that are part of this Gift.

Default value

0

Description

A system-calculated sum of all unconditional but as yet unpaid pledges that are part of this Gift.

Name

AQB__PledgeEndDate__c

Label

Pledge End Date

Type

DATE

Help Text

An internal field, used by the system during data entry only. It determines the end date of the pledge payments in the schedule that is being created.

Description

An internal field, used by the system during data entry only. It determines the end date of the pledge payments in the schedule that is being created.

Name

AQB__PledgeFrequency__c

Label

Pledge Frequency

Type

NUMBER(3,0)

Help Text

An internal field, used by the system during data entry only. It determines the frequency of the pledge payments in the schedule that is being created.

Default value

1

Description

An internal field, used by the system during data entry only. It determines the frequency of the pledge payments in the schedule that is being created.

Name

AQB__PledgeInterval__c

Label

Pledge Interval

Type

PICKLIST

Help Text

An internal field, used by the system during data entry only. It determines the interval of the pledge payments in the schedule that is being created.

Picklist values

Week(s)
Month(s)
Quarter(s)
Year(s)

Description

An internal field, used by the system during data entry only. It determines the interval of the pledge payments in the schedule that is being created.

Name

AQB__PledgeScheduleType__c

Label

Pledge Schedule Type

Type

PICKLIST

Help Text

An internal field, used by the system during data entry only. It determines the nature of the pledge payment schedule that is being created.

Picklist values

Fixed Total Amount, Fixed End Date
Fixed Total Amount, Fixed Number of Payments
Fixed Periodic Amount, Fixed End Date
Fixed Periodic Amount, Fixed Number of Payments
Fixed Recurring Periodic Amount

Description

An internal field, used by the system during data entry only. It determines the nature of the pledge payment schedule that is being created.

Name

AQB__PledgeStartDate__c

Label

Pledge Start Date

Type

DATE

Help Text

An internal field, used by the system during data entry only. This date will become the due date for the first installment payment.

Description

An internal field, used by the system during data entry only. This date will become the due date for the first installment payment.

Name

AQB__ProportionalGiftCredit__c

Label

Proportional Gift Recognition Credit

Type

CHECKBOX

Required

Yes

Help Text

If checked, this field indicates that the amount of any associated Gift Recognition Credits will be a proportional share of the original Gift, based on the number of such Gift Recognition Credits there are for this Gift.

Default value

false

Description

If checked, this field indicates that the amount of any associated Gift Recognition Credits will be a proportional share of the original Gift, based on the number of such Gift Recognition Credits there are for this Gift.

Name

AQB__RecurringGiftLink__c

Label

Recurring Gift Link

Type

LOOKUP

Foreign key

Yes

Help Text

Links to the recurring gift that is being used to automate pledge payments.

Name

AQB__RestrictedTotal__c

Label

Deprecated Restricted Total

Type

CURRENCY(9,2)

Help Text

The sum of the Transactions for the Gift that have a Restricted Designation, as indicated by a checkbox setting in the Chart of Accounts entry for the Designation specified for the Transactions. System-calculated.

Default value

0

Description

The sum of the Transactions for the Gift that have a Restricted Designation, as indicated by a checkbox setting in the Chart of Accounts entry for the Designation specified for the Transactions. System-calculated.

Name

AQB__Revocable__c

Label

Revocable

Type

CHECKBOX

Required

Yes

Help Text

If Checked, indicates if this planned gift is revocable.

Default value

false

Name

AQB__RollUpPledgeBalanceTotal__c

Label

Balance Due

Type

FORMULA (CURRENCY)(16,2)

Help Text

A system-calculated sum of all unconditional and conditional but as yet unpaid pledges that are part of this Gift.

Description

A system-calculated sum of all unconditional and conditional but as yet unpaid pledges that are part of this Gift.

Name

AQB__SameCampaign__c

Label

Campaign Same

Type

CHECKBOX

Required

Yes

Help Text

This field is used for pledge processing as a part of batch entry. It is not for reporting, display, or any other purpose.

Default value

false

Description

This field is used for pledge processing as a part of batch entry. It is not for reporting, display, or any other purpose.

Name

AQB__Setup__c

Label

Setup

Type

LOOKUP

Foreign key

Yes

Name

AQB__SoftCredit__c

Label

Soft Credit?

Type

CHECKBOX

Required

Yes

Help Text

If checked, this field indicates that there Soft Credits linked to this Gift.

Default value

false

Description

If checked, this field indicates that there are Soft Credits linked to this Gift.

Name

AQB__StatusAbbr__c

Label

Status

Type

FORMULA (TEXT)(1300)

Help Text

This field is used to indicate whether or not all Transactions that are part of of the Gift are in closed Batches. If not, the display will say, THIS GIFT HAS UNPOSTED TRANSACTIONS.

Description

This field is used to indicate whether or not all Transactions that are part of of the Gift are in closed Batches. If not, the display will say, THIS GIFT HAS UNPOSTED TRANSACTIONS.

Name

AQB__Status__c

Label

Status

Type

FORMULA (TEXT)(1300)

Help Text

Indicates whether or not all Transactions that are part of of the Gift are in closed Batches. If so, the indicator will be green and the word 'Posted' will be shown. If not, the display will be yellow and say, This Gift has Unposted Transactions.

Description

This field is used to indicate whether or not all Transactions that are part of of the Gift are in closed Batches. If so, the indicator will be green and the word 'Posted' will be shown. If not, the display will be yellow and say, THIS GIFT HAS UNPOSTED TRANSACTIONS.

Name

AQB__TaxAmount__c

Label

Tax Amount

Type

CURRENCY(10,2)

Help Text

The amount of the Planned Gift that is taxable.

Description

The amount of the Planned Gift that is taxable.

Name

AQB__Testamentary__c

Label

Testamentary Gift?

Type

CHECKBOX

Required

Yes

Help Text

If checked, this field indicates that this is a Testamentary Gift.

Default value

false

Description

If checked, this field indicates that this is a Testamentary Gift.

Name

AQB__TotalAssetAmount__c

Label

Total Asset Amount

Type

CURRENCY(10,2)

Help Text

The total asset amount of the Planned Gift.

Description

The total asset amount of the Planned Gift.

Name

AQB__TotalGift__c

Label

Total

Type

FORMULA (CURRENCY)(16,2)

Help Text

The total amount of this Gift. Your institutional standards and the corresponding Affinaquest setup will determine whether elements such as matching gifts and conditional pledges will or will not be included in this system-calculated amount.

Description

The total amount of this Gift. Your institutional standards and the corresponding Affinaquest setup will determine whether elements such as matching gifts and conditional pledges will or will not be included in this system-calculated amount.

Name

AQB__Type__c

Label

Instrument Descriptor

Type

PICKLIST

Help Text

Indicates the category of Instrument for the Planned Gift.

Picklist values

Double Life
Single Life
Percentage
Specified Amount
Contingent
Number of Years
End Date
ARF
Standard
Net Income
Net Income with Makeup Provision
FLIP
Gift
Pledge
Bequest
NICRUT
NIMCRUT
Real Property
Testamentary
Number of Units
Bargain Sale

Description

Indicates the category of Instrument for the Planned Gift.

Name

AQB__UnrestrictedTotal__c

Label

Deprecated Unrestricted Total

Type

CURRENCY(9,2)

Help Text

The sum of the Transactions for the Gift that have an Unrestricted Designation, as indicated by a checkbox setting in the Chart of Accounts entry for the Designation specified for the Transactions. System-calculated.

Default value

0

Description

The sum of the Transactions for the Gift that have an Unrestricted Designation, as indicated by a checkbox setting in the Chart of Accounts entry for the Designation specified for the Transactions. System-calculated.

Name

AQB__DateofLastPledgePayment__c

Label

Date of Last Pledge Payment

Type

ROLL-UP SUMMARY

Help Text

The last date on which a pledge payment was made.

Name

AQB__NextPledgeDueDate__c

Label

Next Pledge Due Date

Type

ROLL-UP SUMMARY

Help Text

This system-calculated field examines the due dates of all outstanding pledges that are part of this Gift and displays the most imminent such date.

Description

This system-calculated field examines the due dates of all outstanding pledges that are part of this Gift and displays the most imminent such date.

Name

AQB__NumberofOpenTransactions__c

Label

Deprecated Number of Open Transactions

Type

ROLL-UP SUMMARY

Help Text

An internal field that is a count of the transactions that are part of this Gift, but which are part of an open batch.

Description

An internal field that is a count of the transactions that are part of this Gift, but which are part of an open batch.

Name

AQB__OriginalPledgedAmount__c

Label

OLD Original Pledged Amount

Type

ROLL-UP SUMMARY

Help Text

For a Pledge, the original amount of the pledge. This amount is not reduced if the Pledge or part of the Pledge is voided, written off, or paid by a third party. It will include additional pledges added after the initial pledge is created.

Description

This field is used internally and should no longer be used for the Original Amount Pledge, please use the Original Pledged Amount instead.

Name

AQB__RollUpMatchingGiftPaymentsDue__c

Label

Matching Gift Payments Due

Type

ROLL-UP SUMMARY

Help Text

This system-calculated field shows the total amount of all matching gifts that are expected but have not yet been received as a result of this Gift.

Description

This system-calculated field shows the total amount of all matching gifts that are expected but have not yet been received as a result of this Gift.

Name

AQB__RollUpMatchingGiftPaymentsMade__c

Label

Matching Gift Payments Made

Type

ROLL-UP SUMMARY

Help Text

This system-calculated field shows the total amount of all matching gifts that have been received as a result of this Gift.

Description

This system-calculated field shows the total amount of all matching gifts that have been received as a result of this Gift.

Name

AQB__RollUpPayments__c

Label

Payments

Type

ROLL-UP SUMMARY

Help Text

A system-calculated sum of all Cash, Securities, Real Property, Personal Property or other tangible assets that are part of this Gift.

Description

A system-calculated sum of all Cash, Securities, Real Property, Personal Property or other tangible assets that are part of this Gift.

Name

AQB__RollUpPledgeBalanceConditional__c

Label

Soft Credits

Type

ROLL-UP SUMMARY

Help Text

A system-calculated sum of all soft credit Transactions.

Description

A system-calculated sum of all soft credit Transactions.

Name

AQB__RollUpPledgeBalanceUnconditional__c

Label

Pledge Balance

Type

ROLL-UP SUMMARY

Help Text

A system-calculated sum of all as yet unpaid pledges that are part of this Gift.

Description

A system-calculated sum of all as yet unpaid pledges that are part of this Gift.

Name

AQB__RollUpRestrictedTotal__c

Label

Pledged Amount

Type

ROLL-UP SUMMARY

Help Text

For a Pledge, the current amount of the pledge. The original amount entered is reduced if the Pledge or part of the Pledge is voided, written off, or paid by a third party.

Description

For a Pledge, the current amount of the pledge. The original amount entered is reduced if the Pledge or part of the Pledge is voided, written off, or paid by a third party.

Name

aqcv_conversionid__c

Label

aqcv conversionid

Type

TEXT(255)

Unique

Yes

Description

Unique id

Name

AQB__AnnualReceipt__c

Label

Annual Receipt

Type

CHECKBOX

Required

Yes

Help Text

If checked, a consolidated receipt will be issued for pledge payment Transactions that were made during the calendar year.

Default value

false

Description

If checked, a consolidated receipt will be issued for the pledge payment Transactions that were made during the calendar year.

Name

AQB__ApproveReceipt__c

Label

Receipt Needs Approval

Type

CHECKBOX

Required

Yes

Help Text

If checked, approval is needed to issue the receipt for this Gift.

Default value

false

Description

If checked, approval is needed to issue the receipt for this Gift.

Name

AQB__NoReceipt__c

Label

Do Not Receipt

Type

CHECKBOX

Required

Yes

Help Text

If checked, do not issue a receipt for the Transactions that are linked to this Gift.

Default value

false

Description

If checked, do not issue a receipt for the Transactions that are linked to this Gift.

Name

AQB__ReceiptCount__c

Label

Number of Receipts

Type

NUMBER(3,0)

Help Text

The number of non-voided Receipts that have been created for this Gift/Pledge.

Default value

0

Description

The number of non-voided Receipts that have been created for this Gift/Pledge.

Name

GRC_roll_up__c

Label

GRC roll-up

Type

TEXT(255)

Description

Used to capture the contacts that were given recognition credit for this gift.

Name

Trans_DFN1__c

Label

Trans DFN1

Type

TEXT(255)

Name

Trans_DFN2__c

Label

Trans DFN2

Type

TEXT(255)

Name

Trans_DFN3__c

Label

Trans DFN3

Type

TEXT(255)

Name

Trans_DFN4__c

Label

Trans DFN4

Type

TEXT(255)

Name

Trans_DFN5__c

Label

Trans DFN5

Type

TEXT(255)

Name

Trans_SU1__c

Label

Trans SU1

Type

TEXT(255)

Help Text

Used for receipting only.

Description

The COA school/Unit from the transaction on the gift.

Name

Trans_SU2__c

Label

Trans SU2

Type

TEXT(255)

Name

Trans_SU3__c

Label

Trans SU3

Type

TEXT(255)

Name

Trans_SU4__c

Label

Trans SU4

Type

TEXT(255)

Name

Trans_SU5__c

Label

Trans SU5

Type

TEXT(255)

Name

Transaction_Roll_up__c

Label

Transaction roll-up School/Unit

Type

TEXT(255)

Help Text

Summary field for receipting purposes.

Description

Used to capture the values in the COA School/Unit field from the associated records

Name

Transaction_roll_up_COAcode__c

Label

Transaction roll-up COAcode

Type

TEXT(255)

Help Text

Used for receipting only

Description

Used to hold the account numbers from transactions for receipting purposes.

Name

Transaction_roll_up_DFN__c

Label

Transaction roll-up DFN

Type

TEXT(255)

Help Text

Used for receipting only.

Description

This is used to capture the flavor text of related transactions

Name

Transaction_roll_up_Designations__c

Label

Transaction roll-up Designations

Type

TEXT(255)

Help Text

For receipting use only.

Description

Used to capture the Designations of related transactions for receipting

Name

USyd_Pledge_Status__c

Label

Pledge Status

Type

PICKLIST

Picklist values

Active
Under Investigation
Pending review
Deactivated
Written off - Administrative correction
Written off
Paid

Name

USyd_Funds_Raised_Amount__c

Label

Funds Raised Amount

Type

ROLL-UP SUMMARY

Name

USyd_Last_Payment_Date__c

Label

Last Payment Date

Type

ROLL-UP SUMMARY

Description

To calculate the last Payment of a pledge or a recurring gift. This is useful to determine if a recurring gift should be charged on the next payment cycle.

Name

USyd_Payment_Count__c

Label

Payment Count

Type

ROLL-UP SUMMARY

Description

This is just a test. For deletion

Name

Written_off_total__c

Label

Written off total

Type

ROLL-UP SUMMARY

Name

USYD_Credited_Contacts__c

Label

Credited Contacts

Type

TEXT(255)

Name

USYD_Gift_Receipt_Number__c

Label

Gift Receipt Number

Type

FORMULA (TEXT)(1300)

Name

USYD_Gift_Recognition_Credit__c

Label

Gift Recognition Credit

Type

LOOKUP

Foreign key

Yes

Name

Usyd_BSB__c

Label

BSB

Type

FORMULA (TEXT)(1300)

Name

Usyd_Gift_Pledge_Total_Amount__c

Label

Gift Pledge Total Amount

Type

FORMULA (CURRENCY)(16,2)

Description

Custom formula Field for display on Account - Gift/Pledge related list view. Rules If record type is Pledge then Pledge amount else Total

Name

Usyd_Gift_Pledge_WO_Designation__c

Label

Pledge WO Designation

Type

TEXT AREA(255)

Description

Write Off Designation which got updated from Transaction

Name

Usyd_Gift_Pledge_WO_Notation__c

Label

Pledge WO Notation

Type

TEXT(120)

Description

Get Pledge Write Off Notation from Transaction

Name

Usyd_Gift_Type__c

Label

Gift Type

Type

FORMULA (TEXT)(1300)

Description

This Custom field will check if the Pledge amount greater than 0 then it is Pledge else Gift

Name

Usyd_Pledge_Write_Off_Total_Amount__c

Label

Pledge Write Off Total Amount

Type

ROLL-UP SUMMARY

Description

Sum up the total amount write off

Name

AQC_Campaign_Partner_Fund__c

Label

Campaign Partner Fund

Type

CHECKBOX

Required

Yes

Default value

false

Name

Usyd_Campaign_Appeal__c

Label

Campaign Appeal

Type

LOOKUP

Foreign key

Yes

Name

USYD_Special_Category_Transaction_Count__c

Label

Special Category Transaction Count

Type

ROLL-UP SUMMARY

Help Text

Count of special category transactions

Description

Counts special category transactions

Name

Count_of_Transactions__c

Label

Count of Transactions

Type

ROLL-UP SUMMARY

Name

USyd_Pledge_Reminder_Owner__c

Label

Pledge Reminder Owner

Type

LOOKUP

Foreign key

Yes

Help Text

This field should show the same pledge reminder owner as specified in Batch item of the related gift.

Description

This field should show the same pledge reminder owner as specified in Batch item of the related gift.

Name

USYD_Funds_Received__c

Label

Funds Received

Type

ROLL-UP SUMMARY

Name

AQB__OriginalAmountPledged__c

Label

Original Amount Pledged

Type

FORMULA (CURRENCY)(16,2)

Help Text

For a Pledge, the original amount of the pledge. This amount is not reduced if the Pledge or part of the Pledge is voided, written off, or paid by a third party. It will include additional pledges added after the initial pledge is created.

Description

For a Pledge, the original amount of the pledge. This amount is not reduced if the Pledge or part of the Pledge is voided, written off, or paid by a third party. It will include additional pledges added after the initial pledge is created.

Name

AQB__PledgeWriteOffTotal__c

Label

Pledge Write Off Total

Type

ROLL-UP SUMMARY

Name

Usyd_Actual_Donor_Type__c

Label

Actual Donor Type

Type

TEXT AREA(255)

Description

Displays the concatenated contact types

Name

Usyd_Gift_Driver_Derivation__c

Label

Gift Driver Derivation

Type

CHECKBOX

Required

Yes

Default value

false

Description

Update this field when a GRC or SCT record created related to a gift

Name

Usyd_Gift_Driver__c

Label

Gift Driver

Type

TEXT(30)

Name

Usyd_Bank__c

Label

Bank

Type

FORMULA (TEXT)(1300)

Name

Usyd_Drawer__c

Label

Drawer

Type

FORMULA (TEXT)(1300)

Name

Usyd_Text_Area_Description__c

Label

Text Area Description

Type

TEXT AREA(255)

Name

AQB__AdditionalNewGift__c

Label

Additional New Gift

Type

LOOKUP

Foreign key

Yes

Help Text

When a pledge is overpaid and the overpayment is saved as a gift, this links the pledge to the gift.

Description

When a pledge is overpaid and the overpayment is saved as a gift, this links the pledge to the gift.

Name

AQB__DesignationText__c

Label

Designation

Type

TEXT(80)

Help Text

This field is automatically populated by the system. If there is one designation for all Transactions on the Gift, the Name of the Designation displays. If there is more than one, then 'Multiple' displays.

Description

This field is automatically populated by the system. If there is one designation for all Transactions on the Gift, the Name of the Designation displays. If there is more than one, then 'Multiple' displays.

Name

AQB__RelatedPledge__c

Label

Related Pledge

Type

LOOKUP

Foreign key

Yes

Help Text

When a pledge is overpaid and the overpayment is saved as a gift, this links the gift to the originating pledge.

Description

When a pledge is overpaid and the overpayment is saved as a gift, this links the gift to the originating pledge.

Name

AQB__ContactUtilityDate__c

Label

Contact Utility Date

Type

DATE

Help Text

Date a gift was created/moved using Contact Utility

Description

Date a gift was created/moved using Contact Utility

Name

AQB__EngagementScoreCategory__c

Label

Engagement Score Category

Type

PICKLIST

Help Text

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

Picklist values

Communications
Experiential
Philanthropic
Volunteer

Description

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

Name

AQB__EngagementScoreOverride__c

Label

Engagement Score Override

Type

CHECKBOX

Required

Yes

Help Text

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

Default value

false

Description

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

Name

AQB__EngagementScore__c

Label

Engagement Score

Type

NUMBER(4,0)

Help Text

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

Description

This field holds the score value associated with an override.