Accounts

This section is for identifying and understanding how to use the custom fields, Actions/Buttons and other functionality added to the Account object in the Donor 360 package.

Content

Custom Fields

Some of these fields are Picklist and need to have values assigned, others are populated by Apex Classes, some are included in flow templates and others are fields available for users to populate. Work with your teams to determine which fields you plan to use. Make sure these are included on the Account Page Layout and Lightning Page.

Alternative Names
Anonymous?
Average Grant
Budget
Charity Number
Combined Name
Combined Salutation
Date Inc
Default Address
Direct Deposit Notification Email
Donor Class
EIN
ExtSysId
Fiscal Sponsor
Grantee Status
Grantee Type
IRS Name
IRS Status
Largest Grant
Last Grant Amount
Last Grant Date
NTEE Code
Number of Grants
Number of Grants Last Year
Number of Grants This Year
Number of Grants Two Years Ago
Phone Ext.
Population
Program Area
Rank
Region
Smallest Grant
Solicitor
Source
Sub Program
Tax ID
Total Grants
Total Grants Last Year
Total Grants This Year
Total Grants Two Years Ago

Actions/Buttons

CreateNewDonation
- This button has the flow, New Donation Screen Flow on Account behind it. This flow is a template and is intended to jumpstart the process for building a custom screen flow for gift entry from Account.
- Begin by clicking Save As New Flow and Rename, then build the flow to fit your gift entry process.
- Once flow is complete, be sure to add it to a new button and replace the Create New Donation button with the new, custom button just created.
CreateNewHouseholdAddress
- This button is a Quick Action to Create an Address record for a Household Account.
- Edit the Layout of the button to include different fields or rearrange the placement.
CreateNewOrganizationAddress
- This button is a Quick Action to Create an Address record for an Organization Account.
- Edit the Layout of the button to include different fields or rearrange the placement.
New_Funding_Request
- This button has the flow, New Funding Request on Account behind it.
- This flow is a template and is intended to jumpstart the process for building a custom screen flow for funding request entry from Account.
- Begin by clicking Save As New Flow and Rename, then build the flow to fit your funding request entry process.
- Once flow is complete, be sure to add it to a new button and replace the New Funding Request button with the new, custom button just created.