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Object: AQB__NameDefinitionsAccounts__c
Fields
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 |
---|---|
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 |
---|---|
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 |
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 |
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 |
Name | AQB__MailingNameTwoLines__c |
Label | Place Mailing Name on Two Lines |
Type | PICKLIST |
Picklist values | Yes |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
Description | Indicates if the Contact Professional Suffix should be included in this name. |