LGL Data Dictionary Printed on:

Transcription

1 LGL Data Dictionary Printed on: The following fields may be imported into LGL. Main Constituent Info Constituent type Prefix First name Middle name Last name Suffix Maiden name Salutation Addressee Alt. salutation Alt. addressee Spouse name Spouse first name Spouse last name Marital status Honorary name Annual report name Organization name Job title Birthday Assistant name Gender Full name Last, first LGL constituent ID External constituent ID Other Constituent Info Deceased? Deceased date Date added Nicknames Spouse nickname Gives anonymously? Approval Date Background Info Certification Date Committee Positions Constituent District Date application was mailed Test Constituent Relationship Relationship from Relationship to Constituent Category Contact type Capacity Organization or individual The prefix/salutation (for example: Mr. or Mrs., etc.) The constituent first name The constituent middle name or initial The constituent last name The suffix (for example: Ph.D., M.D., or J.D., etc.) The constituent's maiden name, if applicable The preferred salutation for the constituent The name for use on an envelope/label, or in an address block at the top of the letter The alternate/formal salutation for a constituent The alternate addressee value The name of the constituent's spouse or partner The first name of the constituent's spouse or partner The last name of the constituent's spouse or partner The constituent's marital status The consituent's honorary name The annual report name for the constituent (For use in an annual report) The organization name (For individual constituents, this is the employer. For organization-type constituents, it will be the organization name.) The constituent's job title The constituent's birthday The assistant name for the constituent The constituent's gender (male or female) The complete constituent name, to be parsed into first name, last name, addressee, etc. The constituent name in ÒLast Name, First NameÒ format, to be parsed into the first and last name fields Unique ID created by LGL for each constituent (only include this if you're editing an existing constituent) An external ID used to uniquely identify a constituent record A yes/no flag to indicate if the constituent is deceased The constituent's deceased date The date the constituent was added to LGL The constituent nickname The constituent spouse's nickname A flag indicating whether or not a constituent is anonymous The relationship from one constituent to another The relationship back to a constituent from another Primary, Spouse/Partner, or any other contact type value. New values will be auto-created Page 1 of 5

2 Groups Interest level Stewards Values should correspond to s or names of current/active LGL users Primary steward Value should correspond to s or names of current/active LGL Users. Will be set to Primary 2015 Mentor Meetings 2015 Trip Recipient Appointments Athletics Interest Communication Preferences Community Congregation Congressional District Cultivation Events Donor Type Eye Color Location Location MailChimp Status Program-2015 School Tags Temp Tags Volunteer Interests Address Info address type preferred? Inactive/invalid ? LGL ID Phone Number Info Phone number Phone type Inactive/invalid phone? Phone preferred? LGL phone ID Mailing Address Info Street Address line 1 The address for a constituent: test@test.com The address type: Home, Work, or Other The address is preferred The address is not current or valid Unique ID created by LGL for each address record The phone number. Formatting is flexible and extension info should be included as relevant The phone number type: Home, Work, Mobile, Fax, Assistant, Skype, and Other The phone number is not current or valid The phone number is preferred Unique ID created by LGL for each phone number record The full street value for an address. Can include line breaks The first address line. Use instead of Street if easier/more appropriate Page 2 of 5

3 Address line 2 Address line 3 City State/province Postal/ZIP code Country County Address type Full/formatted address City, state, zip Inactive/invalid address? Seasonal from Seasonal to Address preferred? LGL address ID Website Info Website/URL Website type Gift/Pledge Goal Info Gift type Campaign name Fund name Gift appeal name Gift event name Gift category Team member Gift note LGL gift ID External gift ID LGL parent gift ID External parent gift ID Gift Info Gift amount Gift date Deductible amount Deposited amount Deposit date Payment type Check/reference No. Ack. mailing template Gift is anonymous? Pledge Info Installment due date Payment amount Pledge amount Pledge start date Payment interval Write-off amount Write-off date The second address line. Use instead of Street if easier/more appropriate The third address line. Use instead of Street if easier/more appropriate The address city value The address state or province value The address postal or ZIP code value The address country The name of the county this address is in The type of address: Home, Work, Other The full mailing address, to be parsed into individual pieces City, State, and Zip/Postal code in one field, to be parsed into individual fields The Mailing address is not current or valid The seasonal start date for a mailing address. The year is not important, but it must be valid date The seasonal end date for a mailing address. The year is not important, but it must be valid date The mailing address is preferred The unique ID created by LGL for each address record The website URL The type of website The type of gift. Can be Gift, In Kind, Pledge. Other values are: In Honor of, In Memory of, Matching, or Installment, but each of these requires the presence of a parent gift ID or external parent gift The campaign name for the gift. Matching is done by name, but new values will be created if they are not present The fund name for the gift. Matching is done by name, but new values will be created if they are not present The appeal name for this gift. Matching is done by name, but new values will be created if they are not present The event name for the gift The gift/goal/pledge/in kind category name. Matching is done by name, but new values will be created if they are not present The LGL team member responsible for the gift/pledge/goal The gift/goal/pledge/in-kind note Unique ID created by LGL for each gift (only include this if you're editing an existing gift) An external ID used to uniquely identify a gift; for example, to reconcile with an accounting database Unique ID created by LGL for a pledge or other related gift Unique external ID created by client for a pledge The amount of the gift, in-kind donation, pledge, or other type of gift The date the gift was given The tax-deductible amount for the gift. Applies to regular and in-kind gifts The amount actually deposited The date the gift was deposited The gift payment type name The check number for a gift The mailing template to be used for acknowledging this gift A flag indicating whether or not a gift is anonymous The goal due date The payment amount for pledge installments The amount pledged The first payment date The payment interval for a pledge. Possible values are: W (weekly), B, (biweekly, M (monthly), Q (quarterly), S (semiannual), Y (yearly) The amount of the write-off The write-off date (used in case of a pledge write-off, in conjunction with the write-off amount) Page 3 of 5

4 Auto-generate installments? Goal Info Goal name Ask amount Projected amount Projected minimum amount Goal date Goal status Event Info Attended? Inv. notes RSVP status Inv. attendee count Inv. guest names Date attended Gen. event name Event segment name Inv. team member Appeal Info Gen. appeal name Appeal segment name Appeal segment code Appeal ask amount Appeal status Appeal team member Class Year Info Class affiliation Class affiliation grad. year Class affiliation note Education Info School name School type School graduation year School focus/major School degree Membership Info Membership end date Membership level Membership note Membership start date Volunteer Info Vol. category Vol. commitment Vol. date Vol. end date Vol. hours Vol. description Auto-generate pledge installments for this pledge, based on the start date, interval, total pledged, and payment amount The name of a goal The goal ask amount The goal projection amount The goal minimum amount The goal ask date The goal status name. Matching is done by name, but new values will be created if they are not present Yes/no value indicating whether or not the constituent attended the event Invitation notes Invitation RSVP status: Unknown, Invited, Maybe, Yes, and No The number of attendees (including the invitee) The additional guest names The date of attendance, for multi-attend events The event name for an invitation The segment name for an invitation The team member assigned to this invitation The name of the appeal for this appeal request The segment name for this appeal request The segment code for this appeal The ask amount for this appeal request The status of this appeal request: Open, Called, Considering, Declined, and Donated are possible values The team member assigned to this appeal request The type of class-year affiliation. Values are custom and will be created if they do not exist The year of the class affiliation A note describing the class-year affiliation The name of the school attended (past or present) The type of the school attended (past or present). Possible values are: Elementary, High School, College, Graduate, Other The graduation year for the school The focus/major for the school The degree for a school The end date for a membership entry The membership level for a membership entry. Matching is done by name, but new values will be created if they are not present Membership notes for a membership entry The start date for a membership entry The volunteering category name for the submitted volunteer hours The name of the volunteer commitment. This will be used to try to match an existing commitment, if present The date of the volunteering The end date of the volunteering. Leave blank if the same as the start date The number of hours volunteered The description of the volunteer hours Page 4 of 5

5 LGL vol. time ID The LGL volunteer time ID Vol. Commitment Info LGL vol. commitment ID The LGL volunteer commitment ID Vol. comm. name The name of the volunteer commitment to be created Vol. comm. start date The start date of the volunteer commitment Vol. comm. end date The end date of the volunteer commitment Vol. comm. hours The committed hours Vol. comm. description The volunteer commitment description Task Info Task name The name of the task Task description The task description Task due date The task due date Task type The type of task Task completed date The task completion date Task is complete? The status of the task: Yes/No Task owner The LGL team member responsible for completing the task LGL task ID The LGL task ID Send reminder? A flag to determine whether to send notifications Contact Report Info Contact rpt. name The name of the contact report Contact rpt. type The contact report type Contact rpt. date The original date of the contact report Contact rpt. text The body/text of the contact report Contact rpt. team member The team member who created this contact report Notes Info Note type The note type name. Matching is done by name, but new values will be created if they are not present Note date - original The original date of the note Note text The text of the note Page 5 of 5