Client Scope Area


A client's interest in a particular area of advice or service, e.g. transition to retirement, estate planning, accounting, insurance, etc.

Client Scope Area is a junction object between the client (Entity) and the scope of the advice or service (Scope Area).

Field Label API Name Type Notes
Client cloupra__Client__c Lookup (Account)  
Client Scope Area Number Name Text (80) Required
Created By ID CreatedById Lookup (User) Required
Created Date CreatedDate Datetime Required
Deleted IsDeleted Checkbox Required
Last Modified By ID LastModifiedById Lookup (User) Required
Last Modified Date LastModifiedDate Datetime Required
Owner ID OwnerId Lookup (Group, User) Required
Primary Division cloupra__Primary_Division__c Lookup (Account)  
Record ID Id Id (18) Required
Scope Area cloupra__Scope_Area__c Lookup (Cloupra__Category__C)  
System Modstamp SystemModstamp Datetime Required


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