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Object: AQB__RelationshipContact__c

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Object: AQB__RelationshipContact__c

Fields

Name

Label

Type

Description

Name

Label

Type

Description

Id

Record ID

ID

 

OwnerId

Owner ID

LOOKUP

 

IsDeleted

Deleted

CHECKBOX

 

Name

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

 

AQB__ContactId__c

Contact

LOOKUP

The contact for this Relationship with Contact.

AQB__ContactRoleGroup__c

Contact Role Group

FORMULA (TEXT)(1300)

 

AQB__ContactRole__c

Contact Role

LOOKUP

For this Relationship between a Contact and another Contact, this describes the role of the first Contact, e.g. Client, Customer, etc.

AQB__EndDate__c

End Date

DATE

The date on which this Relationship ended.

AQB__Ended__c

Ended

PICKLIST

Indicates whether the End Date is precise or only known to have been on or prior to the End Date.

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__RelatedContactRole__c

Related Contact Role

LOOKUP

For this Relationship between a Contact and another Contact, this describes the role of the second Contact, e.g. Client, Customer, etc.

AQB__RelatedName__c

Related Name

FORMULA (TEXT)(1300)

This value is set based on Record type.

AQB__RelatedTo__c

Related To

TEXT(80)

Name or other information about the person this contact is related to.

AQB__RelationshipPair__c

Relationship Pair

TEXT(30)

 

AQB__Relationship_Type__c

Relationship Type

PICKLIST

 

AQB__Relationship__c

Relationship

PICKLIST

 

AQB__ReverseRelationship__c

Reverse Relationship

PICKLIST

 

AQB__Source__c

Source

TEXT(100)

 

AQB__StartDate__c

Start Date

DATE

The date on which this Relationship began.

AQB__Started__c

Started

PICKLIST

Indicates whether the Start Date is precise or only known to have been on or prior to the Start Date.

AQB__relatedContact__c

Related Contact

LOOKUP

The second Contact involved in this Contact-to-Contact Relationship.

aqcv_conversionid__c

aqcv conversionid

TEXT(255)

Unique id

AQB__EngagementScoreCategory__c

Engagement Score Category

PICKLIST

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

AQB__EngagementScoreOverride__c

Engagement Score Override

CHECKBOX

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

USYD_Comments__c

Comments

TEXT AREA(255)

Store any additional comments pertaining to the relationship between contacts

AQB__EngagementScore__c

Engagement Score

NUMBER(4,0)

This field holds the score value associated with an override.

USYD_Relationship_ExternalId__c

Relationship ExternalId

TEXT(100)

 

USYD_Relationship_Sequence_Number__c

Relationship Sequence Number

TEXT(100)

 

Validation rules

Name

Label

Name

Label

Can_not_change_Related_Contact

Can_not_change_Related_Contact

EndDateAfterStartDate

EndDateAfterStartDate

Triggers

Name

Label

Name

Label

RelationshipContactDelete

AQB.RelationshipContactDelete

RelationshipContactInsertBefore

AQB.RelationshipContactInsertBefore

RelationshipContactUpdate

AQB.RelationshipContactUpdate

RemoveGratefulPatient

RemoveGratefulPatient

Fields Details

Name

Id

Label

Record ID

Type

ID

Required

Yes

Name

OwnerId

Label

Owner ID

Type

LOOKUP

Foreign key

Yes

Required

Yes

Name

IsDeleted

Label

Deleted

Type

CHECKBOX

Required

Yes

Default value

false

Name

Name

Label

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

AQB__ContactId__c

Label

Contact

Type

LOOKUP

Foreign key

Yes

Help Text

The contact for this Relationship with Contact.

Description

The contact for this Relationship with Contact.

Name

AQB__ContactRoleGroup__c

Label

Contact Role Group

Type

FORMULA (TEXT)(1300)

Name

AQB__ContactRole__c

Label

Contact Role

Type

LOOKUP

Foreign key

Yes

Help Text

For this Relationship between a Contact and another Contact, this describes the role of the first Contact, e.g. Client, Customer, etc.

Description

For this Relationship between a Contact and another Contact, this describes the role of the first Contact, e.g. Client, Customer, etc.

Name

AQB__EndDate__c

Label

End Date

Type

DATE

Help Text

The date on which this Relationship ended.

Description

The date on which this Relationship ended.

Name

AQB__Ended__c

Label

Ended

Type

PICKLIST

Help Text

Indicates whether the End Date is precise or only known to have been on or prior to the End Date.

Picklist values

On or Before
On

Description

Indicates whether the End Date is precise or only known to have been on or prior to the End Date.

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__RelatedContactRole__c

Label

Related Contact Role

Type

LOOKUP

Foreign key

Yes

Help Text

For this Relationship between a Contact and another Contact, this describes the role of the second Contact, e.g. Client, Customer, etc.

Description

For this Relationship between a Contact and another Contact, this describes the role of the second Contact, e.g. Client, Customer, etc.

Name

AQB__RelatedName__c

Label

Related Name

Type

FORMULA (TEXT)(1300)

Help Text

This value is set based on Record type.

Description

This value is set based on Record type.

Name

AQB__RelatedTo__c

Label

Related To

Type

TEXT(80)

Help Text

Name or other information about the person this contact is related to.

Description

Name or other information about the person this contact is related to.

Name

AQB__RelationshipPair__c

Label

Relationship Pair

Type

TEXT(30)

Name

AQB__Relationship_Type__c

Label

Relationship Type

Type

PICKLIST

Picklist values

Family
Business
Address
Social
Solicitation

Name

AQB__Relationship__c

Label

Relationship

Type

PICKLIST

Picklist values

Acquaintance
Advisor
Child
Client (Advisor)
Client (Solicitor)
Colleague
Cousin
Deceased constituent
Deceased Spouse/Partner
Dependent/Ward
Divorced Spouse/Partner
Employee
Employer
Friend
Grandchild
Grandparent
Grateful Patient
Grateful Patient Referee
Guardian
Half Siblings
Has Influence Over
Influenced by
In Law
Introductee
Made Introduction
Mentee
Mentor
Next of Kin
Parent
Parent’s Sibling
Patient
PhD Adviser
PhD Student
Possible Family Relationship
Professional Associate
Referring Physician
Related to
Same Business Address
Same Home Address
Sibling
Sibling’s Child
Solicitor
Spouse/Domestic Partner
Step Child
Step Parent
Student
Surviving Spouse/Partner
Teacher
Tributee
Tribute Notification

Name

AQB__ReverseRelationship__c

Label

Reverse Relationship

Type

PICKLIST

Picklist values

Acquaintance
Advisor
Child
Client (Advisor)
Client (Solicitor)
Colleague
Cousin
Deceased constituent
Deceased Spouse/Partner
Dependent/Ward
Divorced Spouse/Partner
Employee
Employer
Friend
Grandchild
Grandparent
Grateful Patient
Grateful Patient Referee
Guardian
Half Siblings
Has Influence Over
Influenced by
In Law
Introductee
Made Introduction
Mentee
Mentor
Next of Kin
Parent
Parent’s Sibling
Patient
PhD Adviser
PhD Student
Possible Family Relationship
Professional Associate
Referring Physician
Related to
Same Business Address
Same Home Address
Sibling
Sibling’s Child
Solicitor
Spouse/Domestic Partner
Step Child
Step Parent
Student
Surviving Spouse/Partner
Teacher
Tributee
Tribute Notification

Name

AQB__Source__c

Label

Source

Type

TEXT(100)

Name

AQB__StartDate__c

Label

Start Date

Type

DATE

Help Text

The date on which this Relationship began.

Description

The date on which this Relationship began.

Name

AQB__Started__c

Label

Started

Type

PICKLIST

Help Text

Indicates whether the Start Date is precise or only known to have been on or prior to the Start Date.

Picklist values

On
On or After

Description

Indicates whether the Start Date is precise or only known to have been on or prior to the Start Date.

Name

AQB__relatedContact__c

Label

Related Contact

Type

LOOKUP

Foreign key

Yes

Help Text

The second Contact involved in this Contact-to-Contact Relationship.

Description

The second Contact involved in this Contact-to-Contact Relationship.

Name

aqcv_conversionid__c

Label

aqcv conversionid

Type

TEXT(255)

Unique

Yes

Description

Unique id

Name

AQB__EngagementScoreCategory__c

Label

Engagement Score Category

Type

PICKLIST

Help Text

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

Picklist values

Communications
Experiential
Philanthropic
Volunteer

Description

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

Name

AQB__EngagementScoreOverride__c

Label

Engagement Score Override

Type

CHECKBOX

Required

Yes

Help Text

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

Default value

false

Description

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

Name

USYD_Comments__c

Label

Comments

Type

TEXT AREA(255)

Description

Store any additional comments pertaining to the relationship between contacts

Name

AQB__EngagementScore__c

Label

Engagement Score

Type

NUMBER(4,0)

Help Text

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

Description

This field holds the score value associated with an override.

Name

USYD_Relationship_ExternalId__c

Label

Relationship ExternalId

Type

TEXT(100)

Unique

Yes

Name

USYD_Relationship_Sequence_Number__c

Label

Relationship Sequence Number

Type

TEXT(100)

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