Smart fields are created and managed by MGB much like the CAGU attributes were in Raiser’s Edge. They are meant to perform complex or otherwise difficult calculations to aid in reporting, querying and review of data. They display at various locations within Atlas.
Partners is loading some sample smart fields to each affiliate’s Atlas system, these should be reviewed carefully during integrated testing to ensure the calculations are preforming as expected. Smart fields are calculated at set intervals and must be scheduled to run and update.
Smart fields can be viewed at the constituent level under the Smart fields tab.
Primary constituent code: This is a customization purchased from BB that will pull the constituent code for a constituent that is highest in the constituent code table sort order. See here on how to change the order of the constituent code table.
Annual Giving Smart Fields – at conversion are based on the business unit on revenue equal to “Annual Giving”
NOTE: We have created some custom smart fields, and these will aggregate revenue with the same effective date. For example, Revenue Application Amounts Smart Field (Custom) will aggregate revenue by transaction date, and for recognition will aggregate by effective date.
Another NOTE: the Smart Fields page shows all existing smart fields for an affiliate, what type they are, active/inactive, when it was last run and the count for the last run. Some of the counts will show less than the full count of all records. This depends on how the selection is applied to the smart field, some will run on all records, and some will run only for records included in the selection.
The standard Smart Fields are listed below.
| Name | Description |
|---|---|
| First AG Commitment - Queryable | First recognition credit revenue application for Annual Giving gifts and pledges to be used in queries |
| First AG Commitment Date | First recognition credit date for Annual Giving gifts and pledges |
| First Commitment - Queryable | First recognition credit revenue application for gifts and pledges to be used in queries |
| First Commitment Date | Date of first recognition credit for gifts and pledges |
| Last AG Commitment - Queryable | Last recognition credit revenue application for Annual Giving gifts and pledges to be used in queries |
| Last AG Commitment Date | Last recognition credit date for Annual Giving gifts and pledges |
| Last Commitment - Queryable | Last recognition credit revenue application for gifts and pledges to be used in queries |
| Last Commitment Date | Last recognition date for gifts and pledges |
| Total AG Commitments | Total recognition credit for Annual Giving gifts and pledges |
| Total AG Commitments Current CY | Total recognition credit for Annual Giving gifts and pledges for current CY |
| Total AG Commitments Current FY | Total recognition credit for Annual Giving gifts and pledges for current FY. Date parameters must be updated when the FY changes. |
| Total AG Commitments Prior CY | Total recognition credit for Annual Giving gifts and pledges for prior CY |
| Total AG Commitments Prior FY | Total recognition credit for Annual Giving gifts and pledges for prior FY. Date parameters must be updated when the FY changes. |
| Total Commitments | Total recognition credit for gifts and pledges |
| Total Commitments Current CY | Total recognition credit for gifts and pledges for current CY |
| Total Commitments Current FY | Total recognition credit for gifts and pledges for current FY. Date parameters must be updated when the FY changes. |
| Total Commitments Events Only | Total recognition credit for gifts and pledges for revenue with a business unit of Events |
| Total Commitments Prior CY | Total recognition credit for gifts and pledges for prior CY |
| Total Commitments Prior FY | Total recognition credit for gifts and pledges for prior FY. Date parameters must be updated when FY changes. |
| Total Commitments w/o Anonymous | Total recognition credit for gifts and pledges for revenue that was not given anonymously |
| Total Commitments w/o Events | Total recognition credit for gifts and pledges excluding any revenue with a business unit of Events |
| Primary Rating (custom) | Primary is determined by ranking model scores and ratings for your affiliate in hierarchy order. |