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Object: AQB__NameDefinitionsAccounts__c

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Object: AQB__NameDefinitionsAccounts__c

Fields

Name

Label

Type

Description

Name

Label

Type

Description

Id

Record ID

ID

 

OwnerId

Owner ID

LOOKUP

 

IsDeleted

Deleted

CHECKBOX

 

Name

Name Definitions - Accounts Name

TEXT(80)

 

CreatedDate

Created Date

DATETIME

 

CreatedById

Created By ID

LOOKUP

 

LastModifiedDate

Last Modified Date

DATETIME

 

LastModifiedById

Last Modified By ID

LOOKUP

 

SystemModstamp

System Modstamp

DATETIME

 

LastViewedDate

Last Viewed Date

DATETIME

 

LastReferencedDate

Last Referenced Date

DATETIME

 

AQB__EncloseNickname__c

Enclose Nickname

PICKLIST

Determines what if anything should surround the nickname.

AQB__InstitutionalSuffixDelimiter__c

Institutional Suffix Delimiter

PICKLIST

This determines how the Institutional Suffix should appear after the names.

AQB__LastNameFirst__c

Last Name First

CHECKBOX

This indicates that the last name should appear first in the formatted name. This setting only pertains to Automated Account Names.

AQB__ListAdditionalContacts__c

Include Additional Contacts

PICKLIST

 

AQB__MailingNameTwoLines__c

Place Mailing Name on Two Lines

PICKLIST

 

AQB__Notes__c

Notes

TEXT AREA(255)

 

AQB__OmitDeceased__c

Omit Deceased

CHECKBOX

Check this box if you want to omit deceased Contacts from being included in the name formatting. This can be used to exclude deceased Contacts from the Account Mailing Name and Account Greeting while still including them in the Account Name.

AQB__OmitDoNotContact__c

Omit Do Not Contact

CHECKBOX

Check this box if you want to omit DNC Contacts from being included in the name formatting. This can be used to exclude deceased Contacts from the Account Mailing Name and Account Greeting while still including them in the Account Name.

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__PrimaryContactFirst__c

Primary Contact First

CHECKBOX

This indicates that the Primary Contact will always appear first in the formatted name.

AQB__UseFirst__c

Use First Name

PICKLIST

 

AQB__UseForAccountName__c

Use for the Account Name

CHECKBOX

Use the Name Definition to Automatically format the Account Name.

AQB__UseHonorForNameOrder__c

Use Honor/Military Sal. for Name Order

CHECKBOX

 

AQB__UseInstitutional__c

Use Institutional Suffix

PICKLIST

 

AQB__UseLastOnce__c

Use Once when Last Names are the Same

CHECKBOX

 

AQB__UseLast__c

Use Last Name

PICKLIST

 

AQB__UseMaleFirstOnly__c

For Couples, Use Male Names Only

CHECKBOX

This indicates that only the males first and/or middle name should be used when formatting the name. This only pertains if the 'Use Once when Last Names are the Same' options is also chosen and the couple share the same last name.

AQB__UseMaleMiddleOnly__c

Depreciated For Couples, Use Male Middle

CHECKBOX

 

AQB__UseMiddle__c

Use Middle Name

PICKLIST

 

AQB__UseNickname__c

Use Nickname

PICKLIST

 

AQB__UseSalutation__c

Use Salutation

PICKLIST

 

AQB__UseSuffix__c

Use Suffix

PICKLIST

 

AQB__UseforAccountGreeting__c

Use for the Account Greeting

CHECKBOX

Use the Name Definition to format the Account Greeting.

AQB__UseforAlternateName__c

Use for the Alternate Account Name

CHECKBOX

Use to format the Alternate Account Name.

AQB__UseforMailingName__c

Use for the Mailing Name

CHECKBOX

Use to format the Account Mailing Name.

AQB__DoNotUseLastOnceIfSuffix__c

Repeat Last Name when there is a Suffix

CHECKBOX

For couples and additional contacts, select this check box to turn off use the last name only once when the last names are the same if either couple has a suffix.

AQB__UseProfessionalSuffix__c

Use Professional Suffix

PICKLIST

Indicates if the Contact Professional Suffix should be included in this name.

Validation rules

Name

Label

Name

Label

Mailing_Name_on_Two_Lines_Yes

Mailing_Name_on_Two_Lines_Yes

Male_First_Name_Only_Selected

Male_First_Name_Only_Selected

Male_Middle_Only_Selected

Male_Middle_Only_Selected

Use_Honor_Military_Salutation_Yes

Use_Honor_Military_Salutation_Yes

Use_Last_Names_Once_Yes

Use_Last_Names_Once_Yes

Triggers

Name

Label

Name

Label

NameDefinitionsAccountsTrigger

AQB.NameDefinitionsAccountsTrigger

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

Name Definitions - Accounts Name

Type

TEXT(80)

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

LastViewedDate

Label

Last Viewed Date

Type

DATETIME

Name

LastReferencedDate

Label

Last Referenced Date

Type

DATETIME

Name

AQB__EncloseNickname__c

Label

Enclose Nickname

Type

PICKLIST

Help Text

Determines what if anything should surround the nickname.

Picklist values

Quotes
Parenthesis

Description

Determines what if anything should surround the nickname.

Name

AQB__InstitutionalSuffixDelimiter__c

Label

Institutional Suffix Delimiter

Type

PICKLIST

Help Text

This determines how the Institutional Suffix should appear after the names.

Picklist values

Hyphen
Parentheses
Space

Description

This determines how the Institutional Suffix should appear after the names.

Name

AQB__LastNameFirst__c

Label

Last Name First

Type

CHECKBOX

Required

Yes

Help Text

This indicates that the last name should appear first in the formatted name. This setting only pertains to Automated Account Names.

Default value

false

Description

This indicates that the last name should appear first in the formatted name. This setting only pertains to Automated Account Names.

Name

AQB__ListAdditionalContacts__c

Label

Include Additional Contacts

Type

PICKLIST

Help Text

This option applies to Accounts with more than two Contacts. It indicates if the name should include all of the Contacts on the Account.

Picklist values

Yes
No

Name

AQB__MailingNameTwoLines__c

Label

Place Mailing Name on Two Lines

Type

PICKLIST

Picklist values

Yes
No

Name

AQB__Notes__c

Label

Notes

Type

TEXT AREA(255)

Help Text

Additional information about this Name Definition.

Name

AQB__OmitDeceased__c

Label

Omit Deceased

Type

CHECKBOX

Required

Yes

Help Text

Check this box if you want to omit deceased Contacts from being included in the name formatting.

Default value

false

Description

Check this box if you want to omit deceased Contacts from being included in the name formatting. This can be used to exclude deceased Contacts from the Account Mailing Name and Account Greeting while still including them in the Account Name.

Name

AQB__OmitDoNotContact__c

Label

Omit Do Not Contact

Type

CHECKBOX

Required

Yes

Help Text

Check this box if you want to omit Contacts marked as 'Do Not Contact' from being included in the name formatting.

Default value

false

Description

Check this box if you want to omit DNC Contacts from being included in the name formatting. This can be used to exclude deceased Contacts from the Account Mailing Name and Account Greeting while still including them in the Account Name.

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__PrimaryContactFirst__c

Label

Primary Contact First

Type

CHECKBOX

Required

Yes

Help Text

This indicates that the Primary Contact will always appear first in the formatted name.

Default value

false

Description

This indicates that the Primary Contact will always appear first in the formatted name.

Name

AQB__UseFirst__c

Label

Use First Name

Type

PICKLIST

Help Text

Indicates if the Contact First Name should be included in this name.

Picklist values

Yes
No
Use Initial

Name

AQB__UseForAccountName__c

Label

Use for the Account Name

Type

CHECKBOX

Required

Yes

Help Text

Select this check box if the definition will be used to Automatically format the Account Name.

Default value

false

Description

Use the Name Definition to Automatically format the Account Name.

Name

AQB__UseHonorForNameOrder__c

Label

Use Honor/Military Sal. for Name Order

Type

CHECKBOX

Required

Yes

Help Text

For couples, select this checkbox to use the honor or military salutation to determine the name order.

Default value

false

Name

AQB__UseInstitutional__c

Label

Use Institutional Suffix

Type

PICKLIST

Help Text

Indicates if the Contact Institutional Suffix should be included in this name.

Picklist values

Yes
No

Name

AQB__UseLastOnce__c

Label

Use Once when Last Names are the Same

Type

CHECKBOX

Required

Yes

Help Text

For couples and additional contacts, select this check box to use the last name only once when the last names are the same.

Default value

false

Name

AQB__UseLast__c

Label

Use Last Name

Type

PICKLIST

Help Text

Indicates if the Contact Last Name should be included in this name.

Picklist values

Yes
No

Name

AQB__UseMaleFirstOnly__c

Label

For Couples, Use Male Names Only

Type

CHECKBOX

Required

Yes

Help Text

This indicates that only the males first and/or middle name should be used when formatting the name. This only pertains if the 'Use Once when Last Names are the Same' options is also chosen and the couple share the same last name.

Default value

false

Description

This indicates that only the males first and/or middle name should be used when formatting the name. This only pertains if the 'Use Once when Last Names are the Same' options is also chosen and the couple share the same last name.

Name

AQB__UseMaleMiddleOnly__c

Label

Depreciated For Couples, Use Male Middle

Type

CHECKBOX

Required

Yes

Default value

false

Name

AQB__UseMiddle__c

Label

Use Middle Name

Type

PICKLIST

Help Text

Indicates if the Contact Middle Name or Middle Initial should be included in this name.

Picklist values

Yes
No
Use Initial

Name

AQB__UseNickname__c

Label

Use Nickname

Type

PICKLIST

Help Text

Indicates if the Contact Nickname should be included in this name. If set to 'Yes' then the Nickname is placed in quotes after the First Name. If set to 'Use Nickname, else First' then the Nickname, if it exists, is used instead of the First Name.

Picklist values

Yes
No
Use Nickname, else First

Name

AQB__UseSalutation__c

Label

Use Salutation

Type

PICKLIST

Help Text

Indicates if the Contact Salutation should be included in this name.

Picklist values

Yes
No

Name

AQB__UseSuffix__c

Label

Use Suffix

Type

PICKLIST

Help Text

Indicates if the Contact Suffix should be included in this name.

Picklist values

Yes
No

Name

AQB__UseforAccountGreeting__c

Label

Use for the Account Greeting

Type

CHECKBOX

Required

Yes

Help Text

Select this check box if the definition will be used to format the Account Greeting. The definition applies to the primary and secondary Contacts on the Account.

Default value

false

Description

Use the Name Definition to format the Account Greeting.

Name

AQB__UseforAlternateName__c

Label

Use for the Alternate Account Name

Type

CHECKBOX

Required

Yes

Help Text

Select this check box if the definition will be used to format the Alternate Account Name. The definition applies to the primary and secondary Contacts on the Account.

Default value

false

Description

Use to format the Alternate Account Name.

Name

AQB__UseforMailingName__c

Label

Use for the Mailing Name

Type

CHECKBOX

Required

Yes

Help Text

Select this check box if the definition will be used to format the Account Mailing Name. The definition applies to the primary and secondary Contacts on the Account.

Default value

false

Description

Use to format the Account Mailing Name.

Name

AQB__DoNotUseLastOnceIfSuffix__c

Label

Repeat Last Name when there is a Suffix

Type

CHECKBOX

Required

Yes

Help Text

For couples and additional contacts, select this check box to turn off use the last name only once when the last names are the same if either couple has a suffix.

Default value

false

Description

For couples and additional contacts, select this check box to turn off use the last name only once when the last names are the same if either couple has a suffix.

Name

AQB__UseProfessionalSuffix__c

Label

Use Professional Suffix

Type

PICKLIST

Help Text

Indicates if the Contact Professional Suffix should be included in this name.

Picklist values

Yes
No

Description

Indicates if the Contact Professional Suffix should be included in this name.

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