Plan

Type: Tessitura.Service.Client.Finance.Plan

Property Name Data Type Length Required Readonly Notes
AskAmount decimal number N
Campaign CampaignSummary N
FK: T_CAMPAIGN.campaign_no   Resource: Campaigns
CompleteByDateTime date N
ContributionAmount decimal number N
ContributionDesignation ContributionDesignationSummary N
FK: TR_CONT_DESIGNATION.id   Resource: ContributionDesignations
HasSteps boolean
HasOpenSteps boolean
CreatedDateTime date N
CreateLocation string N
CreatedBy string N
CustomDataItems Collection of CustomDataItem
EditIndicator boolean
Constituent ConstituentDisplaySummary N
FK: T_CUSTOMER.customer_no   Resource: Constituents
Fund FundSummary N
FK: T_FUND.fund_no   Resource: Funds
GoalAmount decimal number N
UpdatedDateTime date N
UpdatedBy string N
Notes string N
Priority PlanPrioritySummary N
FK: TR_PLAN_PRIORITY.id   Resource: PlanPriorities
Probability decimal number N
RecordedAmount decimal number N
Id integer N
PlanAssociates string
StartDateTime date N
Status PlanStatusSummary N
FK: TR_PLAN_STATUS.id   Resource: PlanStatuses
Type PlanTypeSummary N
FK: TR_PLAN_TYPE.id   Resource: PlanTypes
OriginalSource PlanSourceSummary N
FK: TR_PLAN_SOURCE.id   Resource: PlanSources
PrimaryWorker ConstituentShortDisplayNameSummary
LastStepType StepTypeSummary
LastStepDate date
NextStepType StepTypeSummary
NextStepDate date
LastWorkerDisplayName string