A recommended investment, debt or insurance implementation for a client.
| Field Label | API Name | Type | Notes |
| Advice | cloupra__Advice__c | Lookup (Cloupra__Advice__C) | |
| Advice Service | cloupra__Advice_Service__c | Lookup (Cloupra__Service__C) | |
| Client | cloupra__Client__c | Lookup (Account) | |
| Created By ID | CreatedById | Lookup (User) | Required |
| Created Date | CreatedDate | Datetime | Required |
| Deleted | IsDeleted | Checkbox | Required |
| Description | cloupra__Description__c | Textarea (2000) | |
| Last Activity Date | LastActivityDate | Date | |
| Last Modified By ID | LastModifiedById | Lookup (User) | Required |
| Last Modified Date | LastModifiedDate | Datetime | Required |
| Link | cloupra__Link__c | Url (255) | |
| Owner ID | OwnerId | Lookup (Group, User) | Required |
| Primary Division | cloupra__Primary_Division__c | Lookup (Account) | |
| Recommendation Name | Name | Text (80) | |
| Record ID | Id | Id (18) | Required |
| Related Client | cloupra__Related_Client__c | Lookup (Account) | |
| Related Service | cloupra__Related_Service__c | Lookup (Cloupra__Service__C) | |
| Reviewed By | cloupra__Reviewed_By__c | Lookup (User) | |
| Reviewed Date | cloupra__Reviewed_Date__c | Date | |
| Stage | cloupra__Stage__c | Lookup (Cloupra__Category__C) | |
| Strategy | cloupra__Strategy__c | Lookup (Cloupra__Strategy__C) | |
| System Modstamp | SystemModstamp | Datetime | Required |
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