Contact Profile

Grain: CONTACTS — one row per giving unit (a household or organization). CONTACT_INDIVIDUALS — one row per person within a contact.

CONTACTS is the central entity in Virtuous — it represents the giving unit (a household or organization). This diagram shows the tables that make up a contact’s profile: the people within it (CONTACT_INDIVIDUALS) and the stewardship activity around it.

Key concept: A CONTACT is the giving unit. A CONTACT_INDIVIDUAL is a person within that contact. Gifts belong to the contact; emails are sent to individuals. Always join to CONTACT_INDIVIDUALS when you need a person’s name or email address.

Solid lines — required join (FK always populated). Dotted lines — optional join (FK is nullable; always use LEFT JOIN).

Table columns

Tables on this page: CONTACTS · CONTACT_INDIVIDUALS · NOTES · TASKS · RECEIPTS · GIFTS (boundary)

CONTACTS

One row per giving unit. LIFE_TO_DATE_GIVING and YEAR_TO_DATE_GIVING are pre-aggregated giving totals — no join to GIFTS required. For all contact-related tables, see Contacts — extended reference.

Column	Type	Notes
`CONTACT_KEY`	TEXT	Primary key
`NAME`	TEXT	Contact display name
`CONTACT_TYPE`	TEXT	Customizable type — base types are Household, Foundation, Organization
`PRIMARY_CITY`	TEXT	City from primary address
`PRIMARY_STATE_CODE`	TEXT	State from primary address
`LIFE_TO_DATE_GIVING`	NUMBER	Pre-aggregated total giving (all time)
`YEAR_TO_DATE_GIVING`	NUMBER	Pre-aggregated total giving (current calendar year)
`LAST_GIFT_AMOUNT`	NUMBER	Amount of the most recent gift
`LAST_GIFT_DATE_UTC`	TIMESTAMP	Date of the most recent gift
`CONTACT_IS_DELETED`	BOOLEAN	Soft delete flag — always filter `WHERE CONTACT_IS_DELETED = FALSE`
`CONTACT_IS_ARCHIVED`	BOOLEAN	Contact is archived

CONTACT_INDIVIDUALS

One row per person within a contact. Filter CONTACT_INDIVIDUAL_IS_PRIMARY = TRUE to get the main person. Email and phone live here, not on CONTACTS.

Column	Type	Notes
`CONTACT_INDIVIDUAL_KEY`	TEXT	Primary key
`CONTACT_KEY`	TEXT	FK → CONTACTS
`FIRST_NAME`	TEXT	First name
`LAST_NAME`	TEXT	Last name
`PRIMARY_EMAIL`	TEXT	Primary email address
`PRIMARY_PHONE`	TEXT	Primary phone number
`BIRTH_DATE`	TIMESTAMP	Full date of birth
`CONTACT_INDIVIDUAL_IS_PRIMARY`	BOOLEAN	True for the primary person on the contact
`CONTACT_INDIVIDUAL_IS_DECEASED`	BOOLEAN	Individual is deceased
`CONTACT_INDIVIDUAL_IS_GLOBALLY_UNSUBSCRIBED`	BOOLEAN	Individual has globally unsubscribed from email
`CONTACT_INDIVIDUAL_IS_DELETED`	BOOLEAN	Soft delete flag

NOTES

One row per stewardship note logged against a contact or individual. PLAIN_TEXT_VALUE contains the note content without formatting.

Column	Type	Notes
`NOTE_KEY`	TEXT	Primary key
`CONTACT_KEY`	TEXT	FK → CONTACTS
`CONTACT_INDIVIDUAL_KEY`	TEXT	FK → CONTACT_INDIVIDUALS (optional) — individual the note is about
`DATE_TIME_UTC`	TIMESTAMP	Date and time the note was recorded
`VALUE`	TEXT	Note content (may include HTML formatting)
`PLAIN_TEXT_VALUE`	TEXT	Note content as plain text
`CONTACT_NOTE_TYPE`	TEXT	Note type (e.g. Meeting, Call, Email)
`IMPORTANT`	BOOLEAN	Note is flagged as important
`NOTE_IS_PRIVATE`	BOOLEAN	Note is private
`NOTE_IS_DELETED`	BOOLEAN	Soft delete flag

TASKS

One row per action item on a contact. TASK_STATUS is a numeric code.

Column	Type	Notes
`TASK_KEY`	TEXT	Primary key
`CONTACT_KEY`	TEXT	FK → CONTACTS
`CONTACT_INDIVIDUAL_KEY`	TEXT	FK → CONTACT_INDIVIDUALS (optional)
`NAME`	TEXT	Task name or title
`DESCRIPTION`	TEXT	Extended task description
`DUE_DATE_TIME_UTC`	TIMESTAMP	Task due date
`RESOLUTION_DATE_TIME_UTC`	TIMESTAMP	Date the task was completed or dismissed
`TASK_STATUS`	NUMBER	Current status — decode with TYPE_REFERENCES (Entity: `Task`, Property: `TaskStatus`)
`TASK_IS_DELETED`	BOOLEAN	Soft delete flag

RECEIPTS

One row per receipt issued to a contact. For the full receipts hub including receipted gifts and statement runs, see Receipts — extended reference.

Column	Type	Notes
`RECEIPT_KEY`	TEXT	Primary key
`CONTACT_KEY`	TEXT	FK → CONTACTS
`RECEIPT_TYPE`	NUMBER	Type of receipt — decode with TYPE_REFERENCES (Entity: `Receipt`, Property: `ReceiptType`)
`RECEIPT_MEDIUM`	NUMBER	Delivery medium — decode with TYPE_REFERENCES (Entity: `Receipt`, Property: `ReceiptMedium`)
`YEAR`	NUMBER	Tax year for the receipt
`RECEIPT_IS_AVAILABLE_TO_DONOR`	BOOLEAN	Receipt is visible in the donor portal
`RECEIPT_IS_DELETED`	BOOLEAN	Soft delete flag

GIFTS

GIFTS appears in this diagram as the transaction linked to a contact. The full gift structure is documented in Gifts — extended reference.

Column	Type	Notes
`GIFT_KEY`	TEXT	Primary key
`CONTACT_KEY`	TEXT	FK → CONTACTS
`GIFT_DATE_UTC`	TIMESTAMP	Date the gift was made
`AMOUNT`	NUMBER	Total gift amount
`GIFT_IS_DELETED`	BOOLEAN	Soft delete flag

Data freshness: These tables sync continuously from Virtuous CRM. Typical lag is under 4 hours. To check when a record was last updated, inspect the SF__ROW_SYNCED_DATE_TIME_UTC column on any table.

Overview

Reference

Table columns

CONTACTS

CONTACT_INDIVIDUALS

NOTES

TASKS

RECEIPTS

GIFTS

​Table columns

​CONTACTS

​CONTACT_INDIVIDUALS

​NOTES

​TASKS

​RECEIPTS

​GIFTS

​Related queries

Table columns

CONTACTS

CONTACT_INDIVIDUALS

NOTES

TASKS

RECEIPTS

GIFTS

Related queries