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FieldTeamNameTeamEverTrueIDProspectRemoteIDProspectEverTrueIDProspectHouseholdIdProspectNameProspectMaidenNameProspectNickNameKeyProspectSolicitorRemoteIDSolicitorEverTrueIDSolicitorPrimaryManagerSolicitorTitleSolicitorConstituentNameSolicitorConstituentMaidenNameSolicitorConstituentNickNameSolicitorConstituentPrimaryEmailSolicitorUserNameSolicitorUserEmailAssignmentRemoteIDProspectAssignmentDatePrimaryUnitStatusStageStartDateDeletedLastUpdatedUTCAssignmentTitleLastUpdatedByCreatedInEverTrueUTCCreatedBy
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DefinitionThe name of the solicitor team the assignment is affiliated with.EverTrue’s ID for the team. You do not need to retain this in your database.Your CRM’s ID for the prospect.EverTrue’s ID for the prospect. You do not need to retain this in your database.The identifier used to link a prospect to a specific household. This field may be populated from your CRM (if importing), or it may be based on relationship type data mapped as “spousal” in EverTrue.
The name of the prospect.
The maiden name of the prospect, if one is imported to their constituent record.A nickname for the prospect, if one has been importedIndicates whether or not the assignment has been marked as a key prospect. Values: 1 = marked as key; 0 = not marked as key.Your CRM’s ID for the solicitor assigned to the prospect.EverTrue internal ID for the solicitor. You do not need to retain this in your database.Indicates whether or not the solicitor is marked as primary manager for the prospect.The title designated for the solicitor, often their primary title (e.g., Gift Officer).The first and last name of the solicitor as it appears on their constituent record.The solicitor’s maiden name, if one is imported to their constituent record.The solicitor’s nickname, if one is imported to their constituent record. The solicitor’s primary email address, if an email tagged as primary is imported to their constituent recordThe name of the solicitor as it appears on their user entity.The email address the solicitor uses to log into the platform. Your CRM’s unique ID used to identify the relationship between a prospect and solicitor.The date the assignment was created between the solicitor and the prospect.The unit or department the assignment is affiliated with (e.g., Athletics, School of Business). This is a user-defined field.The selected stage representing where a prospect is in the relationship management process (e.g., Solicitation, Qualification).The date the assignment entered its current stage.Indicates whether or not the assignment has been deleted.The time stamp (in Coordinated Universal Time) of the last change made to the assignment.The title assigned to the solicitor for this specific prospect relationship. Note: This may differ from the solicitor’s primary title (SolicitorTitle).The user who last made a change to the assignment.The timestamp (in Coordinated Universal Time) of when the assignment The user who originally created the assignment.
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ExampleMajor Gifts108241431717301UPHZ12291032A:12289816Christian Schwartz1220034080538805FALSESecondaryKim Selwitzkims@evertrue.comemail@example.eduAthleticsQualification2019-11-06 14:50:4102019-11-06 19:50:41Primary Solicitor22003402020-03-06 19:50:412200340
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