Purpose:
Provide definitions of OHS terms and acronyms applicable to SUMO Salesforce users.
Name |
Definition |
Account |
A Household or Organization record |
Adopter |
A person who adopted a pet from OHS
|
Affiliated Contact |
A person affiliated with an Organization Account (e.g. corporation staff/foundation trustee) |
Bequest Donor |
A deceased donor who included OHS in their estate plan
|
Contact |
A donor record that lives within a Household Account |
CY |
Current Year: Someone who has donated this calendar year
|
Estate Expectancy |
A living donor who has included OHS in their estate plan
|
ESYBUNT |
Extended Some Year But Unfortunately Not This Year: Someone who has donated over five years ago and this year
|
Household Account |
A record that stores a group of individual people that share an address and financials |
LY or LYBUNT |
Last Year or Last Year But Unfortunately Not This Year: Someone who has donated last year but not this |
MGO |
Major Gift Officers steward donors that give at larger levels |
MGT |
Major Gift Team contains the MGOs |
Primary Contact |
An individual that acts as the main communication point between the Account and OHS |
Related List |
A section of a record that lists items related to that record. For example, the Contact related list of an Account will list all donors related to that Household.
|
SY or SYBUNT |
Some Year But Unfortunately Not This Year: Someone who has donated in the last five years but not this
|
TLC |
Thomas Lamb Elliot Circle: Donors contributing $1,000+ annually
|
Volunteer |
A person who donates their time and skills to benefit the animals at OHS
|