Client Contact - Service Summary
- Tim Sweeney
On a Client Contact record, there is a Service Summary section that contains the following attributes:
Client Status
Funding Status
Client Services
The values of these fields are populate by related Opportunities and Service Agreements.
Client Status
The Client Status field has a default value of ‘Prospect'. Once the Client has gone through the Onboarding and has a related Service Agreement, it will change based on the following criteria:
WHEN the maica__Status__c field on the maica__Service_Agreement__c record equals 'Active'.
THEN update the Client_Status__c field on the Contact to equal 'Active'.
Other values that can be manually updated include: Terminated, Medical/respite, Deceased and Other
Funding Status
The Funding_Status__c field on a Contact Record will update automatically based on the related maica__Service_Agreement__c.
Value | Logic |
|---|---|
Current |
|
Current - No Funds Available | |
Recent |
|
Lapsed/Past |
|
Client Services
The Client Services field on their Contact record is populated by the values selected in the Services field on a related Opportunity. The logic and criteria are outlined below:
WHEN a Contact has a related Opportunity where Services are not equal to NULL
AND Stage = Closed Won
AND the Opportunity has a related Service Agreement where Status = Active,Client Services on the Contact record will be populated with the values from Services
If a Client has multiple Active Service Agreements, the Client Services field will rollup the values of each of the related Opportunities. Opportunities with different Services will be combined under the Client Services field.