Naming Conventions
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Item or Record |
Naming Convention |
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Lead |
First Name Last Name |
Company (if known) |
YYYY-MM |
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Contact |
First Name Last Name |
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Company |
Company Name |
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Asset |
Asset Name - length |
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Sales Deal – Individual Asset |
BU – Product Code |
Asset Name |
Asset Name (If unknown – Contact First Last Name) |
Deal |
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Sales Deal – Multi Asset |
BU – Product Code
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Company Name |
Asset Name (If unknown – Contact First Last Name) |
Deal |
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Annual Resubscription Deal |
BU – Product Code |
Annual Resubscription |
Sales Deal Name |
YYYY-MM (updated) |
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Bi-Annual Resubscription Deal |
BU – Product Code |
Sales Deal Name |
MM-YY (updated) |
(1-2/2) |
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Quarterly Resubscription Deal |
BU – Product Code |
Sales Deal Name |
YYYY-MM (updated) |
(1-4/4) |
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Monthly Resubscription Deal |
BU – Product Code |
Sales Deal Name |
YYYY-MM (updated) |
(1-12/12) |
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Add’l Users & Upgrades Deal |
BU – Product Code |
Sales Deal Name |
YYYY-MM (updated) |
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Card Order Deal |
BU – Product Code |
Card Order |
Program Ticket Name |
YYYY-MM |
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Product Subscription |
BU – Product Code |
Asset Name |
Management Company |
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Implementation |
BU – Product Code |
Deal Name |
Product |
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Training Record |
BU – Product Code |
Deal Name |
Product |
Status |
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Card Order Ticket |
Company Name |
Asset Name |
Currency |
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Payment Requests Ticket |
Company Name |
Asset Name |
Card ID |
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Partner Application Ticket |
Company Name |
Asset Name + Ops/APA |
Contact Email |
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Treasury FX Ticket |
Product Name |
Asset name |
Value |
Currency (From & To) |
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Rejected Payments Ticket |
Company Name |
Asset Name |
Amount Rejected |
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Float Requests Ticket |
Company Name |
Asset Name + Ops/APA |
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Transfer Requests Ticket |
Company Name |
Asset |
Transfer Details |
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Lost/Inactive |
Product Subscription Name |
YYYY-MM |
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Invoicing |
Type of Ticket |
Deal Name |
YYYY-MM |
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Workflows |
Team or User Initials |
Business Unit |
Succinct description |
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Reports |
Business Unit (BU) |
Report Topic |
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Campaign |
Business Unit (BU) |
Type |
YYYY-MM |
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Business Unit (BU) |
Type |
Description |
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Note: VE does not need to add YYYY-MM to Resubscription Deals as all deals are invoiced monthly and do not have Sub End Dates.
Examples
|
Item or Record |
Naming Convention Example |
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Lead |
Paul Smith – Y.CO |
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Contact |
Ian Flanagan |
|
Company |
Yacht Management South Florida Ltd. |
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Asset |
Arience |
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Sales Deal – Individual Asset |
Ex 1: VY – APA - Arience Deal / Ex 2: VY – OPS - John Smith Deal (Company Name) |
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Sales Deal – Multi Asset |
Ex 1: VY – OPS - Y.CO Deal / Ex 2: PW – WKL - Jane Doe Deal (Company Name) |
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Annual Resubscription Deal |
Ex: If subscription starts March 2024, the annual resub deal name would be: |
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Bi-Annual Resubscription Deal |
Ex: If subscription starts March 2024, the next bi-annual resub deal name would be: |
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Quarterly Resubscription Deal |
Ex: If subscription starts March 2024, the next quarterly resub deal name would be: |
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Monthly Resubscription Deal |
VY – APA – Arience – Mgt Com Ex: If subscription starts March 2024, the next monthly resub deal name would be: |
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Add’l Users & Upgrades Deal |
VY – APA – Arience – Mgt Com – 2024-08 |
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Card Order Deal |
Card Order - Arience – Y.CO - GBP |
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Product Subscription Record |
VY – APA – Arience - Fairport |
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Implementation Record |
VY – Ops - Arience – APA |
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Training Record |
Arience – APA – Ordered |
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Card Order Ticket |
Y.CO – Arience – EUR |
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Payment Requests Ticket |
Y.CO – Arience – 1234567890 |
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Partner Application Ticket |
Y.CO – Arience Ops & APA – gs@y.co |
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Treasury FX Ticket |
FX – Arience - €10,000 – EUR to USD |
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Rejected Payments Ticket |
Y.CO - Arience - £13k Rejected |
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Float Requests Ticket |
Y.CO - Arience Ops |
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Transfer Requests Ticket |
Y.CO - Arience – EUR to Y.CO Arience Payments – EUR – 50,000 EUR |
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Lost/Inactive Ticket |
Arience – 0625 |
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Invoicing Ticket |
Recurring Invoice – Fairport APA – 0624 |
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Workflows |
SA – VY – SaaS creation |
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Reports |
PW – Churn Risk |
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Campaign |
VY – PW Cross Sales – 0624 |
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Email Template |
PW – Support – How are we doing? |
Product Names & Condensed Codes
|
Product Name |
Product Codes |
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VY - Operational |
VY - OPS |
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VY - APA |
VY - APA |
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VY - Card Order |
VY - CAR |
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VY - Additional Users |
VY - ADD |
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VY - Modatso |
VY - MOD |
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VY - Other |
VY - OTH |
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PW - Worklist - Unlimited Users |
PW - WKU |
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PW – Worklist – Paid Users |
PW - WLP |
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PW - Additional Users |
PW - ADD |
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PW - Timeline |
PW - TML |
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PW - Reminders |
PW - RMD |
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VE - Premium |
VE - PRM |
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VE - Lite |
VE - LTE |
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VE - Per User |
VE - PRU |
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VE - Card Order |
VE - CAR |
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TR - TPA |
TR - TPA |
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TR - Charter Income |
TR - CHI |
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TR - VYPP |
TR - VYP |
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TR - Payments |
TR - PMT |
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TR - B4B FX |
TR - B4B |
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TR - Argentex FX |
TR - ARG |
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TR – Non-Loaders |
TR - NLD |
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VY – Project Integration |
VY – PRJ |
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PR - Payroll |
VCS - PR |
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Last Updated: 27th March 2025